Tax Preparer, Tax Strategist, EA

Tax Strategist / Tax Preparer – Profit Wise Accounting (Huntsville, AL) Full-Time | In-Office | Competitive Pay + Growth Path Profit Wise Accounting is expanding and seeking a high-level Tax Strategist and Tax Preparer who is passionate about saving clients money, optimizing tax positions, and delivering an exceptional advisory experience. We are looking for someone who understands strategy, not just compliance—someone who enjoys problem-solving, researching tax law, and helping entrepreneurs reduce taxes and increase profit. Key Responsibilities Prepare and review individual and business tax returns (1040, 1065, 1120, 1120S) Participate in tax-planning meetings and advisory sessions with clients Create proactive tax plans, projections, and tax-strategy summaries Analyze client financials to identify tax-saving strategies and planning opportunities Meet with clients to explain tax strategies in simple, understandable terms Conduct research on federal and state tax laws, IRS guidance, and compliance updates Prepare financial statements and supporting schedules as needed Assist with IRS notices, amendments, penalty abatements, and tax problem resolution Collaborate with accounting and payroll teams to ensure a unified client experience Maintain strong documentation, workpapers, and support files Stay current on new tax regulations, credits, deductions, and planning strategies Experience & Qualifications 2+ years minimum tax preparation experience required In-depth knowledge of federal and state tax laws Experience with business returns (S corps, partnerships, C corps) highly preferred Strong analytical thinking and problem-solving skills Familiarity with tax software (TaxDome, Drake, UltraTax, etc.) Knowledge of accounting principles and financial statement understanding Exceptional attention to detail and accuracy Ability to effectively communicate complex tax concepts to clients Strong written communication for drafting tax plans and strategic recommendations Ability to work independently and within a collaborative team environment Preferred but not required: EA or CPA designation Experience in tax resolution Background in advisory-focused accounting firms Experience implementing proactive tax strategies (Augusta Rule, accountable plans, entity restructuring, depreciation planning, etc.) Key Skills Proficiency in financial statement interpretation Ability to identify opportunities for tax planning Strong organizational and time-management skills High responsiveness and follow-through with clients Comfort with fast-paced, changing priorities during tax season What We Offer Competitive compensation with performance-based increases Health benefits Retirement plan with company match Professional development (EA/CPA support, tax strategy training) A high-performance environment that values excellence, growth, and client impact Work-life balance with a supportive, ambitious team About Profit Wise Profit Wise Accounting is a tax, payroll, and advisory firm committed to helping small business owners build wealth, increase profit, and reduce taxes through proactive financial strategy. We believe in accountability, excellence, and constantly improving our systems and results. We offer competitive compensation and benefits packages, including health insurance, retirement plans, and professional development opportunities. Join our team of dedicated professionals and make a difference in the lives of our clients. Note: This job description is intended to provide a general overview of the position. It is not an exhaustive list of all responsibilities, skills, or qualifications required for the role. Our Core Values: We Are Inspirational — We look at how we conduct business in a very specific way. Everything that we do is bigger than we are. We show up to accomplish the things that will make our team more impactful, our client’s businesses stronger, and to chase our potential so that we can achieve our personal, professional, and financial goals. We Are Disciplined — We do the things we say we’re going to do. This dedication to discipline starts at the individual level.But we don’t just think or talk about discipline, we pursue it through our actions. We train every single day in order to continue learning and growing to reach and then further stretch our potential. We Are Accountable — Accountability is central to success. We’re in the business of holding ourselves and our clients highly accountable to their goals. True growth doesn’t happen by accident. We believe that extreme accountability yields extraordinary results. We Are Aligned — This value is my favorite. We only hire growth oriented people. We can’t grow if our team members aren’t serious about their own personal, professional, and financial growth. When we are all in alignment about goals, opportunities, areas of improvement, we can all win. Our teams, our clients, our entire organization is poised to win when we approach our business with an aligned mindset. We Are Results — At the end of the day, we are a business. Our clients hire us to grow their businesses, so every service offering we provide is designed to do one thing: deliver results. Being results-oriented as a core value focuses our thinking and helps us make good decisions. We Foster Continuous Learning – We are dedicated to creating a life-long learning environment whereby every individual is given the encouragement and opportunity to cultivate knowledge, enhance career development and achieve personal growth. Client Service – We have a passion for knowing our clients and their needs, for building lasting and mutually beneficial client relationships and for providing comprehensive services that help them create competitive advantages. Thank you for reading through our entire post. It is imperative that we find the best match for us, and the best match for you. If you still feel you are a great fit, then PLEASE submit your resume. To Apply email your resume and include the phrase TAX in the subject line! Job Type: Full-time Pay: From $70,000.00 per year Benefits: 401(k) matching Continuing education credits Employee assistance program Health insurance Opportunities for advancement Paid time off Professional development assistance Tuition reimbursement Volunteer time off Application Question(s): How do you approach building a proactive tax plan for a new business client? Walk me through your process from first meeting to final plan. Walk me through a tax strategy you implemented that saved a client significant money. What was the situation, what strategy did you use, and what was the result? What are your top three favorite tax strategies for small business owners, and why? Describe the work environment where you thrive. What kind of structure and expectations bring out your best? What type of teammates do you work best with? Which personality types are harder for you, and how do you adapt? Experience: Public accounting firm: 2 years (Preferred) Work Location: In person