Overview Nelson Financial Planning is a financial planning firm in Winter Park that provides tax preparation services to its clients. Our mission is to provide our clients with a cost-effective, consistent, and superior retirement plan that minimizes their taxes. We are looking to expand our tax department with another licensed professional to assist with tax preparation during spring busy season. Your responsibilities will mostly consist of tax preparation of Form 1040 and 1120-S, as well as analyzing potential tax-savings strategies and answering tax questions for our clients. Responsibilities Tax preparation of Form 1040, including Sch. C Business, Sch. E Rental, and Sch. F Farm schedules Minimal tax preparation of small business returns, including Form 1120S and Form 1065 Analyze client situations and determine if tax-saving strategy applies Experience Holds an active CPA license with 3 to 5 years of tax preparation experience Computer skills with proficiency in Microsoft Excel, Word, and Outlook Experience with CCH Axcess is a plus Detail orientated Highly productive

Hours/Benefits:

Start February 1, 2027 and End April 15, 2026 (12 weeks) Hourly pay Flexible hours, with a minimum of 25 hours a week and maximum of 40 hours a week Work-from-home Tax software and laptop computer provided

Pay:

$35.00 - $50.00 per hour Expected hours: 25.0 - 40.0 per week

Benefits:

Flexible schedule

Experience:

Tax Preperation:

3 years (Required)

License/Certification:

Active CPA (Required)

Work Location:

Hybrid remote in Winter Park, FL 32789