Job Description Job Description Job Title: Tax Preparer / CPA Location: Hickory, NC Department: Tax & Financial Planning Reports To: Managing Partner Position Overview We are a fast-growing firm committed to delivering holistic, tax-efficient financial solutions. We are seeking a detail-oriented and client-focused Tax Preparer/CPA to join our team. This role is pivotal in integrating tax planning with investment advisory services, ensuring clients receive coordinated, forward-looking financial guidance. The ideal candidate will bring technical expertise in tax preparation and compliance, a collaborative mindset, and a passion for empowering clients through strategic tax planning. Key Responsibilities Tax Preparation & Compliance • Prepare and review individual (1040), business (1120, 1065), trust, and estate tax returns • Ensure compliance with federal, state, and local tax regulations • Respond to IRS and state agency notices and represent clients when necessary • Maintain accurate documentation and client records in accordance with firm policies Strategic Tax Planning • Collaborate with financial advisors to develop tax-efficient distribution strategies (e.g., Roth conversions, RMD planning, bracket management) • Analyze retirement income plans to identify tax-saving opportunities • Participate in annual tax projection meetings and year-end planning sessions Client Engagement & Education • Review client financial data and understand goals • Communicate complex tax concepts in a clear, empowering manner • Provide proactive updates and reminders regarding tax deadlines and planning opportunities Internal Collaboration & Workflow • Coordinate with advisory and operations teams to ensure seamless client experience • Track workflow status and contribute to process improvements • Stay current with tax law changes and contribute to internal knowledge sharing Qualifications • CPA designation preferred • Minimum 3 years of experience in tax preparation, preferably in a financial advisory or public accounting setting • Proficiency in tax software (e.g., UltraTax, Drake, or similar) and financial planning tools (e.g., Holistiplan, RightCapital) • Strong understanding of retirement planning concepts and tax-efficient withdrawal strategies • Excellent communication and interpersonal skills • Commitment to client confidentiality, integrity, and professionalism Professional Development & Growth • Continuing education support for tax law updates and planning strategies • Opportunity to contribute to educational content (e.g., webinars, client guides) • Pathway to leadership roles within the tax planning division Company Description Southeast Retirement Planners is a fast growing investment firm dedicated to delivering holistic, tax-efficient financial solutions. Company Description Southeast Retirement Planners is a fast growing investment firm dedicated to delivering holistic, tax-efficient financial solutions.
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