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Diversified, LLC, a leading Tax, Financial Planning and Registered Investment Advisory (RIA) firm with offices in West Chester, PA, Wilmington, DE, and Wayne, PA, seeks a Tax preparer for part of the firm’s Tax Team at Diversified Tax, LLC. The position will be located in the West Chester, PA office or Remote.
The candidate must be an accountable, self-reliant team member who is comfortable both working independently and with a collaborative Tax Team. This person must handle a variety of tasks simultaneously, have first-class communication skills, be highly detail-oriented and have diligent follow through.
The perfect candidate is interested in a long-term position with upside in a fast-growing company with a family-oriented environment.
Responsibilities will include:
- Reviewing and analyzing client tax information
- Entering client tax data into the tax software (UltraTax)
- Effectively communicating with clients to obtain all necessary information to complete tax return preparation.
- Preparing tax plans
- A commitment to self-improvement, a desire to progress, and willingness to take on more responsibility over time.
Position Requirements:
- Experience in preparing tax returns
- Experience with UltraTax software a plus
- Comfortable in a fast paced, high-volume environment
- World-class organizational and communication skills
- World-class time management and operational efficiency skills
Job Type: Full Time
Diversified, LLC, a leading Tax, Financial Planning and Registered Investment Advisory (RIA) firm with offices in West Chester, PA, Wilmington, DE, and Wayne, PA, seeks a Tax professional for part of the firm’s Tax Team at Diversified Tax, LLC. The position will be located in the West Chester, PA office or Remote.
The candidate must be an accountable, self-reliant team member who is comfortable both working independently and with a collaborative Tax Team. This person must handle a variety of tasks simultaneously, have first-class communication skills, be highly detail-oriented and have diligent follow through.
The perfect candidate is interested in a long-term position with upside in a fast-growing company with a family-oriented environment.
Responsibilities will include:
- Supervising staff accountants
- Reviewing individual, trust and business tax returns prepared by staff accountants
- Approve client tax return packages for final review & signature
- Preparing individual, trusts and business tax returns during high volume times and as needed
- A commitment to self-improvement, a desire to progress, and willingness to take on more responsibility over time.
- Review and/or prepare tax plans
- This position is ideal for someone looking for a Player / Coach Roll
- This person would have the opportunity either right away or an earned opportunity overtime, depending on experience, to sit on the Diversified, LLC Executive team which is the parent company of Diversified Tax, LLC and one of the fastest growing and largest financial services firms in the country.
Position Requirements:
- Experience in a tax preparation firm
- Experience with UltraTax software a plus
- Enrolled Agent or CPA required or ability to sign off on tax returns
- Comfortable in a fast paced, high volume environment
- World-class organizational and communication skills
- World-class time management and operational efficiency skills
Job Type: Full Time
Diversified, LLC, a leading Tax, Financial Planning and Registered Investment Advisory (RIA) firm with offices in West Chester, PA, Wilmington, DE, and Wayne, PA, seeks a CPA or Enrolled Agent Tax professional for part of the firm’s Tax Team at Diversified Tax, LLC. The position will be located in the West Chester, PA office or Remote.
The candidate must be an accountable, self-reliant team member who is comfortable both working independently and with a collaborative Tax Team. This person must handle a variety of tasks simultaneously, have first-class communication skills, be highly detail-oriented and have diligent follow through.
The perfect candidate is interested in seasonal position that runs from February through April.
Responsibilities will include:
- Reviewing individual, trust and business tax returns prepared by staff accountants
- Approve client tax return packages for final review & signature
- Preparing individual, trusts and business tax returns during high volume times and as needed
- Review and/or prepare tax plans
Position Requirements:
- Experience in a tax preparation firm
- Experience with UltraTax software a plus
- Enrolled Agent or CPA required
- Comfortable in a fast paced, high volume environment
- World-class organizational and communication skills
- World-class time management and operational efficiency skills
Job Type: Seasonal
Diversified, LLC, a leading Tax, Financial Planning and Registered Investment Advisory (RIA) firm with offices in West Chester, PA, Wilmington, DE, and Wayne, PA, seeks a Tax professional for part of the firm’s Tax Team at Diversified Tax, LLC. The position will be located in the West Chester, PA office or Remote.
The candidate must be an accountable, self-reliant team member who is comfortable both working independently and with a collaborative Tax Team. This person must handle a variety of tasks simultaneously, have first-class communication skills, be highly detail-oriented and have diligent follow through.
Responsibilities will include:
- Bookkeeping for small business using QuickBooks and other tools (i.e. Excel)
- Paying bills
- Payroll administrative duties
- Administrative tasks using the firms technology to keep the tax team organized
- Answering phones and talking and emailing with clients
- Scanning and Organizing tax files
- Data input
Position Requirements:
- Comfortable in a fast paced, high volume environment
- World-class organizational and communication skills
- World-class time management skills
Job Type: Full Time
To apply email kelley@diversifiedllc.com with your resume and the position that you are applying to in the subject line. Thank you!