Tax Preparer - Personal and Corp Return Preparer (Auburn)

Thurzo Spellman Enterprises Company Overview: Well-established accounting firm located in Burbank, IL, with a strong reputation for accuracy, reliability, and personal client service. We provide accounting, bookkeeping, tax preparation, and consulting services to individuals and small businesses across the Chicagoland area. With decades of local presence, we pride ourselves on our personalized service, long-standing client relationships, and professional integrity. Tax Professional (Preparer) - On-site Job Overview: We are seeking an experienced and detail-oriented tax professional to join our team for the upcoming tax season. The ideal candidate will have demonstrated experience preparing federal and state tax returns for individuals and small businesses, a solid understanding of current tax laws, and the ability to work efficiently under deadline pressure. Key Responsibilities: • Prepare and review individual (1040) and business (1120, 1120S, 1065) tax returns. • Ensure accuracy, compliance, and completeness of tax filings. • Communicate with clients to gather necessary documents and clarify questions. • Stay updated on tax law changes affecting clients. • Use tax software ProSeries for return preparation and e-filing. • Maintain secure and confidential handling of all client records. Required Qualifications: • Associate’s or Bachelor’s in Accounting, Finance, or related field (or years’ work experience to support and demonstrate knowledge). • Valid PTIN. • Minimum 2 years of tax preparation experience. • Proficiency in one or more major tax preparation platforms. • Strong organizational and time-management skills. • Excellent communication and problem-solving abilities. Preferred Qualifications: • CPA (Certified Public Account) or EA (Enrolled Agent) credential. • Familiarity with multi-state tax preparation. • Experience handling IRS notices or audit support. Term: Full-time Seasonal (January–April), with possible extension. Bookkeeper - On-site Position Summary: The ideal Bookkeeper will be experienced in managing day-to-day financial tasks for multiple clients, ensuring accuracy and timeliness in all aspects of bookkeeping. This role requires strong organizational skills, discretion, and the ability to work independently within a collaborative office environment. Key Responsibilities: • Perform full-cycle bookkeeping for multiple clients (monthly, quarterly, annual) • Manage accounts payable and accounts receivable • Reconcile bank and credit card statements • Process payroll and payroll tax filings (if applicable) • Prepare and file sales tax and other local tax returns • Maintain general ledgers and make journal entries • Assist with financial reporting and year-end preparation for CPA review • Communicate directly with clients to request documentation or clarify transactions • Maintain digital and physical filing systems in accordance with firm procedures Required Qualifications: • 2-3 years of bookkeeping experience, preferably in an accounting or CPA firm setting • Proficiency with ProSeries Accounting software • Solid understanding of accounting principles and procedures • High level of accuracy and attention to detail • Strong organizational and time management skills • Excellent communication and client service skills • Proficient in Microsoft Office (especially Excel and Outlook) Preferred Qualifications: • Experience with payroll processing (ADP RUN, EasyACCT, Payroll System) • Knowledge of tax preparation software (ProSeries Tax) • Associate or bachelor’s degree in Accounting or related field (not required but a plus) Schedule and Compensation: • Scheduled work hour are 8am to 5pm (e.g., 30–40 hours/week) • Competitive pay based on experience • Opportunity for growth within the firm

About Us We’re a growing private wealth management firm in Dover, Delaware, on a mission to help people feel confident and excited about their financial future. Our team believes in building real relationships, simplifying complex financial concepts, and showing up with heart and integrity every day. If you value meaningful work and being part of a close-knit, supportive team, you’ll feel right at home here. About the Role As our Registered Financial Advisor Assistant, you are the heartbeat of our client experience. You’re often the first face clients see and the first voice they hear, whether they’re longtime clients or walking in for the very first time. Your role is all about making people feel welcome, cared for, and confident that they’re in good hands. You’ll be responsible for keeping our front and back office running smoothly, supporting both clients and our team with warmth, precision, and professionalism. In your first 90 days, your focus will be delivering a five-star experience during every client interaction while managing day-to-day service requests with a calm, can-do spirit. What You’ll Be Doing Client Service & Experience  Greet clients warmly in-person and over the phone  Provide responsive, thoughtful support for client requests and service needs  Assist with new client onboarding and ongoing client relationship management Office Support & Organization  Manage reception, scheduling, and phone coverage  Prepare client files and follow up on action items from meetings  Maintain organized, and accurate digital and hard copy files Marketing & Communication  Help support marketing initiatives and client outreach  Assist in executing client events, mailings, and content preparation Team Collaboration  Work alongside advisors and the operations team to keep things running smoothly  Take initiative on tasks and contribute to a supportive, positive office environment  This is a performance-based role with opportunities for growth and deeper client engagement over time. Requirements Required:  Associate’s degree or higher  At least 2 years of experience in a similar administrative or client service role  Proficiency with Microsoft O􀆯ice, Outlook, and CRM systems  Excellent communication and organizational skills  Able to manage multiple requests while staying calm and focused  Professional, ethical, and committed to client confidentiality Preferred (but not required):  SIE, Series 7, and/or Series 63 licenses  A sense of humor, a service-first mindset, and a team player who’s not afraid to roll up their sleeves Benefits Compensation & Benefits  $45,000 - $65,000 salary range  Life and disability insurance  Health, dental, vision insurance available  Paid time off, starting immediately  Reimbursement for license exam costs post-achievement  A workplace where your voice matters and your efforts make a real impact

Are you passionate about helping others and looking for a rewarding career? We’re hiring for multiple positions and would love to meet you! 🔹 Hiring Details: Open House September 27, 2025 10:00AM to 2:00 PM Location: Parker Ranch Center 67-1185 Mamalahoa Hwy. Waimea, HI. 96743 Apply at careers.hrblock.com 🔹 Available Positions: ~Receptionist ~Tax Associate (We offer classes, sign up today) ~Experienced Tax Professionals Full-time and part-time opportunities Seasonal and year-round roles 🔹 Why Join Us? Competitive pay Flexible schedules Paid training and development A supportive team environment Opportunity to grow your career No experience? No problem! We provide all the training you need to succeed. 📞 Questions? Reply to this post or call us at 808-721-8561 We look forward to meeting you and helping you take the next step in your career!

We are currently seeking a talented and enthusiastic individual to join our Wealth Management Team. This is an exciting opportunity for an individual looking to join a synergistic team that values its employees and client relationships. You would be responsible for executing excellent proactive service to our clients while working collaboratively with our Wealth Management team. This is an in-office role based out of our Eden Prairie Headquarters, with some flexibility to work from home. We want to help you build a career fit for your life. If you are looking for a unique opportunity to continue advancing professionally, bring a fresh perspective, and ensure a balance between personal and professional ambitions, Boulay may be the right fit for you. Key Responsibilities: Communicate and collaborate with clients and team members to provide excellent service to current and prospective clients. Prepare documents for client meetings. Research and resolve client and team member questions and issues relating to financial accounts and service requests, collaborating with custodians and team members. Execute set-up and transfer of funds for new investment accounts Assist with client account administration functions. Responsible for accurately handling all aspects of client account opening and maintenance. Work directly with custodians to resolve client account issues. Utilize CRM system for daily tasks, tracking and documentation of client data, and documenting updates to current assigned work. Requirements College Degree Experience working in a client or customer service role Possess strong interpersonal skills, a team-based attitude, and a desire to collaborate  Effective use of technology/software    Flexible to changing circumstances and client needs  Desire to provide concierge quality customer service   Proficient in Microsoft Office Suite with strong attention to detail, ability to learn quickly, and maintain confidentiality. Effective communicator with strong multitasking, prioritization, interpersonal skills, and a collaborative, client-focused mindset. The salary range is $56,000-$82,000. Final compensation may vary depending upon an individual’s experience, knowledge, and skills. Individuals may be eligible for additional compensation in the form of incentives, commissions, profit sharing, and more, depending on the role. Boulay offers a wide range of benefits such as medical, dental, vision, 401k, flexible schedules, hybrid (or remote, as applicable) work environment, paid time away, and more.  Boulay is committed to providing reasonable accommodation to all applicants. If you require any accommodation, contact Maria at mploen@boulaygroup.com.  Boulay is committed to attracting and developing highly talented professionals while providing a premier and inclusive candidate experience. Our Talent Acquisition Team strives to source and recruit diverse talent with an entrepreneurial mindset who will help contribute to the Firm's continued success. Benefits Flexible Working Hours Paid Holidays, PTO, Personal Time Remote & Hybrid Work Arrangements Mentorship Programs Training & Development Programs Extensive Benefits Offerings Open Doors at All Levels Employee Appreciation Activities

Are you ready to build a future in trading? Whether you're looking for a side hustle or planning to go full-time, Maverick Currencies gives you the capital, training, and support to start strong. We’re a proprietary trading firm that funds and supports remote Forex and Crypto traders. We don’t make money from challenges—we only succeed when you do. No experience required—we provide everything you need to grow. What You Get: ✔️ Trade real firm capital (not paper trading) ✔️ Keep 65–90% of profits ✔️ $4,000 performance bonus when you earn $4,000 for the firm ✔️ Access to a full training program and coaching team ✔️ Remote, flexible schedule—work from anywhere ✔️ Trade major Forex pairs and top cryptocurrencies ✔️ Scale your capital with performance Want to see if trading fits your personality? 👉 Take the free Trader Personality Test: https://traderpersonalitytests.com If you're ready to start trading with real capital and real support: 👉 Apply here: https://maverickcurrencies.com/learn-more-application-3-a/?utm_source=Craigslistlong

Kooner Fleet Management Solutions is seeking a detail-oriented and analytically minded Financial & Payroll Analyst to join our rapidly growing, collaborative and diverse organization. The Financial & Payroll Analyst will play a crucial role in our operations by managing payroll processes, ensuring timely and accurate compensation for our valued staff, and contributing to the overall efficiency of our business. This role goes beyond traditional payroll processing—you’ll not only ensure accurate and compliant weekly payroll execution across multiple states, but also deliver meaningful financial insights through reporting, dashboards, and ad hoc analysis. You will work closely with Finance, HR, and Operations to connect payroll, benefits, and labor costs to the bigger financial picture.   We value a proactive attitude and the ability to manage competing priorities, as our fast-paced environment requires attention to detail and a commitment to excellence. This position is a hybrid remote opportunity based out of our corporate office in Sacramento and will be reporting to the Director of Finance.   Why Kooner Fleet Management Solutions?   With over 8 years of experience in the industry, Kooner FMS is recognized as one of the leading providers of fleet maintenance and emergency repair services in the United States. Our commitment to providing efficient and reliable fleet maintenance and repair services ensures that our clients' trucks and trailers remain in top condition, allowing them to operate safely and meet high standards. As a family-owned business, we take pride in our work, our partnerships, and our dedicated team members.   Excellent Benefits:   Competitive salary: $75,000-95,000 Medical, Dental, Vision  401K Match   Life Insurance   Opportunities for career growth and advancement     What the Finance & Payroll Analyst role looks like:   Payroll & Compliance  Process and reconcile weekly payroll accurately and on time, ensuring compliance with federal, state, and local regulations.  Maintain up-to-date knowledge of multi-state payroll laws, wage/hour regulations, and reporting requirements.  Partner with HR to administer and reconcile employee benefits, retirement contributions, and deductions.  Assist with year-end payroll activities including W-2s, tax filings, and audits.  Financial Analysis & Reporting  Build and maintain dashboards, variance reports, and financial models related to labor, payroll, benefits, insurance and profitability at the tech level.  Provide ad hoc analysis to support management decisions, including headcount, overtime, and cost forecasting.  Develop and track KPIs related to payroll efficiency, labor utilization, and benefits spend.  Assist with journal entries and payroll-related accruals as part of monthly close.  Analytics & Process Improvement  Leverage Excel and reporting tools (Power BI, Tableau, or similar) to create insights from complex data sets.  Identify trends, risks, and opportunities in payroll and labor costs to improve forecasting accuracy.  Recommend process improvements to enhance payroll accuracy, efficiency, and compliance.    What our ideal candidate looks like:  Bachelor’s degree in Accounting, Finance, Economics, or related field.  2+ years of experience in financial analysis, accounting, or payroll-related roles.  Experience with payroll and HRIS systems.  Advanced proficiency in Microsoft Excel (pivot tables, VLOOKUP, modeling).  Experience with business intelligence tools (Power BI, Tableau, or similar).  Excellent analytical, problem-solving, and communication skills.  Ability to handle confidential information with integrity.  Work Environment:  Standard office setting.  Must be able to lift up to 10 lbs.  Must be able to sit for up to 4 hours at a time.      Kooner Fleet Management Solutions is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and applicants, free from discrimination and harassment. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by law. We celebrate diversity and are dedicated to fostering a workplace where every team member can thrive.   Kooner Fleet Management Solutions participates in E-Verify for employment eligibility verification.      #KFMSC