Tax Preparer CPA Required

Focus Partners Wealth·Bloomsburg, Pennsylvania, US

financenow

Projected AI Stack

Based on our analysis of Tax Preparers positions

⚡ 7.8 — Very High AI Upgrade Potential

ITIntuit TurboTax AIAutomated return preparation for individuals, S-corps, and partnershipsdaily

CLClaudeResearch IRS publications and Master Tax Guide questions during return prepdaily

MCMicrosoft 365 CopilotClient engagement letters, organizer documents, and workflow trackingweekly

Projected Workflow

How AI is expected to reshape this role

AI-assisted

Return data entry and form population across entity typesIntuit TurboTax AI

Tax code research using IRS publications and Master Tax GuideClaude

Client organizer and engagement letter preparationMicrosoft 365 Copilot

Human-led

Multi-state filing preparation and compliance

Client interviews and source document review

Return accuracy review and preparer sign-off

IRS audit structure recognition and appeal support

This AI stack and workflow map are projected by UpgradedJobs based on occupational analysis, not stated by the employer. They reflect how AI tools are transforming Tax Preparers roles today.

About the role

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate. The individual selected for this opportunity will be a part of a dynamic team of professionals working with athletes, entertainers, entertainment industry professionals and other high-net-worth and ultra-high-net-worth individuals. Primary responsibilities:
Analyze, review and compile tax return data.
Prepare federal, state and local income tax returns for individuals and businesses.
Prepare extensions and assist with tax notices as needed.
Prepare quarterly tax estimates and assist with tax projections.
Perform work accurately and in a time efficient manner, with strong attention to detail, organization, and follow through.
Gain technical knowledge by researching and learning tax laws as required.
Analyze client information and offer recommendations for reducing client tax liabilities.
Communicate effectively with tax managers, advisors, and their clients in a timely and professional manner.
Operate in a fully compliant manner to protect clients’ and the firm’s information.
Act as a resource to the business management team for tax planning, tax research, and ongoing education of tax-related developments.
Qualifications:
A Bachelor’s degree in Finance or Accounting with a minimum of 1 + years’ relevant experience.
A demonstrated focus on preparing individual, S-corporation and partnership tax returns.
Superb written and verbal communication skills; strong problem solving, technology, communication and organizational skills.
Proficiency in Microsoft Office applications, including Excel, and proven ability to learn other technology.
Notable attention to detail, self-initiated follow-through, and outstanding time management.
Ability to work individually and in a team atmosphere.
The willingness and ability to work additional hours, as needed, during busy season.
Preferred Qualifications:
CPA, CPA candidate or EA granting the ability to represent clients before the IRS.
Experience preparing multi-state tax returns.
Experience with ProSystem fx® Tax, CCH Axcess and BNA Income Tax™ Planner.