Highlight Financials LLC Seasonal Tax Preparer Remote · Part time

Apply for Seasonal Tax Preparer

Highlight Financials is a Maine-based advisory firm serving small business owners, nonprofits, and family offices across Maine, Massachusetts, and New Hampshire. We believe our clients should never feel alone in the numbers, and we bring warm, plain-spoken financial guidance to founders who'd rather be running their business than reconciling their books. The small business clients we work with are looking for more than just an accounting service, they are looking for a financial partner that helps them use their financials to make informed operational decisions.

This is a seasonal (January - April 2027), part-time position running through the core of tax season. You'll prepare and review tax returns for individual and small business clients, working closely with our team to ensure accuracy and a smooth client experience.

As a small practice, responsibilities may shift based on workload and your strengths, and there's room to take on more as the season progresses.

What You'll Do

• Prepare individual (1040) and small business (1065, 1120-S, 1120) tax returns for review
• Gather, organize, and review supporting documentation from clients
• Identify missing information or discrepancies and communicate with clients or your supervisor to resolve them
• Use ProConnect and TaxDome to manage client files and workflow
• Apply current-year tax law changes to client situations under supervision
• Support quality control review of prepared returns
• Maintain strict confidentiality of client financial information
• Flag complex or unclear situations to your supervisor rather than guessing

Who We're Looking For

• 1-2 years of prior experience preparing individual and/or business tax returns
• Working knowledge of federal and state tax rules relevant to individual and small business filers
• Comfortable working independently in a remote setting while staying communicative
• Detail-oriented, organized, and able to manage multiple client files during a fast-paced season
• Familiarity with professional tax software (experience with our specific software is a plus, not required)
• Reliable and responsive during peak season deadlines
• CPA or EA credential a plus, but not required