Seasonal Tax Preparer

Wegner CPAs•Madison, WI

14d

About The Position

Wegner CPAs is hiring a temporary Individual Tax Preparer to join its CPA firm for approximately two months during tax season. The role prepares individual federal and state income tax returns and supports the tax team with related preparation and administrative work. The ideal candidate has prior individual tax preparation experience, strong attention to detail, and the ability to work efficiently in a deadline-driven environment. The successful candidate can contribute immediately with minimal training, prepare individual returns, navigate tax software, resolve routine preparation questions, and work efficiently during the high-volume portion of tax season. Full-time work is preferred, though part-time may be considered.

Requirements

Prior experience preparing individual income tax returns in a public accounting, tax preparation, or similar environment.
Working knowledge of federal individual income tax concepts and forms.
Strong attention to detail and organizational skills.
Ability to work independently and collaborate with a tax team.
Ability to manage multiple tax returns and meet firm deadlines.
Commitment to maintaining strict client confidentiality.

Nice To Haves

Previous experience using CCH Axcess Tax.
Experience preparing individual returns involving more complex tax situations, including Schedule C, Schedule E, Schedule D, and K-1 income.
Prior experience working in a CPA firm.
Familiarity with Wisconsin and/or other state individual income tax returns.
CPA, EA, accounting, finance, or tax-related educational background; not required.

Responsibilities

Prepare individual federal and state income tax returns accurately and efficiently.
Input and review client tax information and supporting documents, including Forms W-2, 1099, and K-1; brokerage statements; mortgage interest; and charitable contributions.
Review completed returns for accuracy, completeness, and consistency.
Identify missing information or potential tax issues and communicate questions to the appropriate tax professional.
Assist with electronic filing and processing of completed tax returns.
Follow firm procedures for documentation, workpaper preparation, and client confidentiality.
Meet established production goals and tax-season deadlines.
Communicate professionally with managers, partners, and other members of the tax department.
Maintain a high level of communication with tax signers.
Assist with other tax preparation duties as assigned.