Gateway Retirement Solutions is looking to add a Certified Public Accountant (CPA) or Enrolled Agent (EA) to our team. This person will help our existing and new clients prepare their tax returns and develop tax planning strategies that support their financial goals. We're seeking a detail-oriented professional who enjoys building client relationships and explaining tax matters in a clear, approachable way. Responsibilities Prepare and review accurate federal and state tax returns. Provide proactive tax planning for individuals, families, and business owners. Identify available deductions, credits, and opportunities to improve tax efficiency. Work with our retirement planning team to coordinate tax strategies with clients' broader financial goals. Communicate with clients to gather documents, answer questions, and explain recommendations. Stay current on tax laws and maintain client confidentiality. Qualifications Active CPA license or Enrolled Agent credential. Ideally, at least two years of experience in tax preparation and tax planning. Strong attention to detail, organizational skills, and follow-through. Excellent communication skills and a commitment to client service. Proficiency with tax preparation software. Experience with retirement-related tax planning is a plus. Join Our Team This is an opportunity to bring your tax expertise to a team focused on helping clients plan confidently for their financial future.

Pay:

$95,000.00 - $115,000.00 per year

Work Location:

In person