Tax Preparer
Confidential
Posted: January 30, 2026
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Quick Summary
Join CSI Group as a Tax Preparer and help individuals and families achieve financial security and prosperity.
Required Skills
Job Description
Join CSI Group – A Thriving Career Awaits You!
About CSI Group
CSI Group is a leading financial services firm transforming how America’s middle class experiences financial security. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity. Our mission is simple yet powerful: to simplify financial security and remove uncertainty for America’s middle class.
Our vision is to become the most trusted financial partner on every main street in America. Through our one-stop approach, we make expert financial guidance accessible and affordable for all—because everyone deserves confidence in their financial future.
At CSI Group, we live by our CAPTAG values: Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset.
These values aren’t just words, they shape how we work, how we serve, and how we grow together. Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared.
Position Overview:
The Tax Preparer is responsible for all daily accounting tasks, including preparing tax documents and updating expense files. The Staff Accountant performs financial transactions and posts them in the general ledger, with strong attention to detail.
Essential Duties and Responsibilities:
Maintain and update accounting records and files
Analyze budgets and create expense reports
Examine tax policies and handle tax payments and returns
Meet with clients to discuss confidential accounting issues
Post transactions and categorize records in the general ledger (e.g. by assets, liabilities and expenses)
Reconcile bank statements
Analyze transactions with internal and external stakeholders
Conduct month-end and year-end closures
Prepare documents for audits
Advise clients on financial issues via email or phone
Apply new accounting policies and ensure compliance with rules and regulations
Report to the Accounting Manager and work to improve financial processes
Requirements:
Education: High school diploma or equivalent; Associate’s or Bachelor’s degree in Accounting, Finance, or a related field is preferred.
Certification: Enrolled Agent (EA) is advantageous; CPA is a plus.
Experience: 1-2 years experience with high volume tax preparation and processing.
Knowledge: Strong understanding of tax preparation software and tax laws.
Skills: Excellent analytical, communication, and customer service skills; attention to detail; ability to work under pressure, especially during tax season.