Tax Preparer and Financial Advisor

2 weeks ago


Evanston, Illinois, United States Gryphon Advisors, LLC Full time

**Job Description:**

Gryphon Advisors, LLC is a financial and strategic planning firm that provides independent, comprehensive financial counseling and investment advice to families and individuals. We are looking for an experienced tax preparer for the upcoming tax season.

Our ideal candidate will have strong communication skills and at least five years of recent and applicable experience. This position requires client interaction to provide individualized services. Experience with ProSeries Professional Tax software is essential.

Key Responsibilities:

  • Prepare tax returns for individuals, trusts, and S corporations
  • Provide tax planning services to clients
  • Perform accounting and bookkeeping tasks for small businesses
  • Handle tax notices and correspondence with IRS and state taxing authorities

Requirements:

  • Enrolled Agent certification
  • At least five years of experience in tax preparation and planning
  • Strong communication and interpersonal skills
  • Experience with QuickBooks online and desktop
  • Prior client service experience in financial services

Benefits:

  • Competitive salary: $65,000 per year
  • Health insurance
  • 401(k) plan
  • Short and long-term disability insurance


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