About This Role
This tax preparer role involves preparing and reviewing a variety of tax returns for individuals and businesses, working closely with the firm's CPA, and contributing to a distinctive client experience. The position offers real ownership over the work, a clear path for growth, and a supportive team environment.
Responsibilities
- Prepare and review federal and state returns for individuals (1040), S-Corps (1120-S), partnerships (1065), and C-Corps (1120)
- Gather, organize, and analyze client tax documents and financial data
- Identify tax savings opportunities and surface planning ideas proactively
- Manage client workflows and deadlines through Karbon
- Coordinate return delivery via SafeSend
- Communicate professionally with clients to request information and walk through return details
- Assist with projections, extensions, and estimated payments
- Contribute to process improvement
- Stay current on tax law changes and apply them accurately and with confidence
Requirements
- 1-4 years of tax preparation experience in a public accounting or CPA firm setting
- Proficiency with Lacerte (required)
- Solid working knowledge of individual (1040) and business entity returns
- Strong attention to detail and ability to manage multiple client engagements simultaneously
- Clear, professional communication
- Takes radical ownership
- A collaborative team player
Nice to have:
- CPA license, EA designation, or active progress toward CPA licensure
- Experience with Karbon, SafeSend, QuickBooks, Juno, Stanford Tax, and Google Workspace
Benefits
- Generous Paid Time Off to rest and recharge
- Flexible work arrangements (tax season will require a certain amount of work each week)
- Support for CPE, training, and continuing education
- CPA Exam fees and study resources support for candidates
- Continuing education credits
- Opportunities for advancement
- Paid training
- Professional development assistance
Important Details
- Work location: Hybrid remote in Shawnee, KS
Application Process
- Submit your resume and a brief note on your background
About the Company
Dan Arnold CPA, LLC is a fast-growing Kansas City CPA firm built for ambitious entrepreneurs who expect more than compliance. The firm delivers high-impact tax strategy and advisory that helps clients move faster and keep more of what they earn.