Tax Preparer

CSI Group

. Conduct in-person and virtual tax meetings throughout the day .

Posted 11/11/2026full-timeWall Township • New Jersey • United StatesJuniorMid-Level💰 $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in individual tax preparation, including federal and multi-state returns, while maintaining compliance and accuracy. Strong communication skills facilitate effective member interactions and issue resolution.

Highest-signal resume keywords

Active Enrolled Agent (EA) Credential2+ Years Individual Tax Preparation ExperienceStrong Command Of Federal Individual Tax LawExperience With Tax Software (ProConnect, UltraTax)IRS Representation And Notice Resolution Experience

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Individual Tax PreparationMulti-State Return PreparationTax Law KnowledgeDocument ReviewWorkflow Improvement

Soft Skills

Clear CommunicationBuilding RapportOrganizationComposure Under PressureCuriosity About Technology

Tools & Technologies

AI ToolsTax Software

Certifications & Qualifications

Active PTIN

Industry Keywords

Federal ReturnsState ReturnsCompliance StandardsMember ExperienceFinancial Advisory

About the role

Key responsibilities & impact

Conduct in-person and virtual tax meetings throughout the day
Gather documents, ask relevant questions, and build member trust
Prepare and review accurate federal and state individual returns, including NJ, NY, and multi-state returns
Explain tax results, refunds, and balances due in clear, plain language
Answer member follow-up questions
Identify planning needs beyond the tax return
Connect members with financial advisory and estate planning teams
Use credentials to respond to IRS and state notices and resolve member issues
Use AI tools and tax software daily
Suggest improvements to workflows, quality, and member experience
Maintain accurate and complete member records and documentation
Maintain compliance standards

Requirements

What you’ll need

Active Enrolled Agent (EA) credential in good standing with the IRS
Active PTIN
2+ years of individual tax preparation experience
Comfort meeting with a high volume of members face to face and building rapport quickly
Hands-on experience with AI tools and genuine curiosity about technology and innovation in tax work
Strong command of federal individual tax law and NJ/NY state returns
Clear, warm communication skills and ability to explain complex topics simply
Accuracy, organization, and composure under deadline pressure
Availability to work extended hours during tax season
Preferred: Experience with tax software, including ProConnect and UltraTax
Preferred: Multi-state return experience
Preferred: IRS representation and notice resolution experience
Preferred: Interest in pursuing additional licenses, such as Series 65

Benefits

Comp & perks

Incentive Plan
A real career path with promotion from within
Training through CSI Academy and support for continuing education and licensing
Medical, dental, and vision benefits
401(k)
PTO
AI-driven workplace where ideas on innovation are welcomed and put to use
Team culture built on CAPTAG values
Meaningful work helping middle class families gain financial security