Tax Return Preparer IFG Financial Group | Camp Hill IFG Financial Group is looking for an experienced Tax Return Preparer to join our growing in-house tax team. This is a hands-on, onsite preparation role — you'll be the one building and filing returns for a client base that's largely retirees and pre-retirees, many with investment income, pensions, and retirement account distributions. What You'll Do Prepare individual federal and state tax returns (1040s) from client documents and interview notes Handle returns with investment income, IRA/401(k) distributions, Social Security, pension income, and RMDs Identify and apply relevant deductions, credits, and planning strategies within the return Coordinate with our Tax Support Specialist on missing documents or client questions Flag planning opportunities to advisors — Roth conversion timing, tax-loss harvesting, withholding adjustments Stay current on federal and PA state tax law changes that affect our client base Ensure every return is accurate and filed on time Work closely with our Tax Department Manager to help refine and improve tax season processes Assist our Tax Department Manager with Ad Hoc Tax Research on an as-needed-basis What You Need 3+ years of individual tax return preparation experience Active PTIN Knowledge of retirement income taxation — this is core to our client base, not a bonus skill Proficiency with professional tax software (ProSeries or Lacerte highly desirable) Ability to work independently and manage a high volume of returns during tax season Comfortable explaining tax concepts in plain language to clients who aren't tax professionals Nice to Have EA (Enrolled Agent) or CPA credential Experience preparing tax returns that include Schedules A, B, C, D, E and F Experience working alongside financial advisors or in a wealth management setting PA state tax experience specifically Familiarity with trust/estate returns (1041) if we expand into that Details Seasonal intensity: Training in the fall, heavy hours January-April Compensation based on experience and credentials Thank you

Pay:

$30.65 - $36.92 per hour Expected hours: 40.0 per week

Work Location:

In person