Tax Accountant / Tax Preparer (Individual & Small Business)
Pay: $55,000 to $65,000 per year, based on experience and credentialsType: Full-time, year-round Metairie, LA
About us
J. Heath & Co., LLC is a CPA and tax firm of about 10 people in Metairie serving individuals, families and small businesses. We work from a documented process in TaxDome and Lacerte, every return gets a real review before it is filed, and the partners answer your questions directly.
What you'll do
- Prepare individual (1040) returns, including Schedules C, D and E, and simpler business returns as you grow
- Work a queue of returns assigned by your reviewer, often 8 to 15 in progress at once during busy season
- Enter and tie out W-2s, 1099s, brokerage statements and Schedule C figures, and clear software diagnostics
- Spot missing documents and request them from clients in writing through TaxDome
- Hand each return to your reviewer with clear notes, and clear review comments promptly
- Help year-round with extensions, IRS and state notices, and estimated payments
What you bring
- [1]+ seasons preparing individual returns at a CPA firm, EA practice or similar professional office
- A PTIN, or willingness to get one before your start date
- Experience with professional tax software (Lacerte is a plus; UltraTax, Drake, ProSeries or similar is fine) and Excel
- Careful, organized habits: you tie numbers out, keep track of what is open, and ask early when something does not add up
- You like working closely with a reviewer and a small team
- EA, AFSP, or progress toward the CPA or EA is a plus, not a requirement
Schedule, no surprises
- Feb 15 to Apr 15: no more than 50 hours a week
Benefits
Health insurance 50% match, retirement 3% match, 15 PTO days, paid CPE, EA/CPA exam support, bonus
Our hiring process (about 2 to 3 weeks)
- A short application with a few yes/no questions.
- A 32-minute structured interview by video. Everyone is asked the same questions.
- A Wonderlic Develop assessment, online at home about 30 to 40 minutes. It looks at work style and reasoning. It is not pass/fail; we use it to plan the conversation in your second interview.
- A second interview, by video or in person, that opens with a 30-minute practical tax exercise built from typical firm tasks (no real client data). By video, you keep your camera on, share your screen and show photo ID.
- References, then an offer.
J. Heath & Co., LLC is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, age, disability, genetic information, veteran status or any other status protected by law.