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Associate Sureprep Jobs (NOW HIRING)

Ceritypartners

Tax Preparer Associate

Cincinnati, OH

SurePrep, UltraTax, Fixed Assets CS and tax research experience a plus Skills & Competencies: * Demonstrate strong and effective communication, organizational and time management skills. * Ability to ...

Brenner, LLP

Senior Tax Manager

Salem, OR · On-site

Oversee preparation and review workflows across a team of associates and preparers, championing ... SurePrep * CCH Engagement * CanopyTax Benefits Why Brenner LLP At Brenner LLP, we combine a legacy ...

BDO

Tax Manager, Private Client Services

Chicago, IL

Supervises associates and senior associates on all projects * Reviews work prepared by associates ... Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep ...

Cerity Partners

Tax Preparer Associate

Cincinnati, OH · On-site

SurePrep, UltraTax, Fixed Assets CS and tax research experience a plus Skills & Competencies: * Demonstrate strong and effective communication, organizational and time management skills. * Ability to ...

BDO

Tax Manager, Private Client Services

Stamford, CT · On-site

Supervises associates and senior associates on all projects * Reviews work prepared by associates ... Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep ...

Ceritypartners

Tax Preparer Associate

Raleigh, NC

SurePrep, UltraTax, Fixed Assets CS and tax research experience a plus Skills & Competencies: * Demonstrate strong and effective communication, organizational and time management skills. * Ability to ...

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$10

$19

$33

How much do associate sureprep jobs pay per hour?

As of May 31, 2026, the average hourly pay for associate sureprep in the United States is $19.87, according to ZipRecruiter salary data. Most workers in this role earn between $14.90 and $20.67 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Associate Sureprep, and why are they important?

To excel as an Associate Sureprep, you typically need a background in accounting, attention to detail, and strong organizational skills, often supported by a relevant degree or coursework. Familiarity with tax preparation software such as SurePrep 1040SCAN, document management systems, and proficiency in Microsoft Excel are commonly required. Effective communication, reliability, and the ability to manage deadlines are essential soft skills for collaborating with team members and handling confidential information. These competencies are vital to ensure accurate, efficient tax document processing and high-quality client service during peak tax seasons.

What are the typical responsibilities of an Associate Sureprep in a tax preparation firm?

As an Associate Sureprep, your primary responsibilities revolve around organizing, scanning, and preparing client tax documents for efficient processing by senior tax professionals. You'll review financial statements, ensure data accuracy, and use specialized software to digitize and categorize documents according to firm protocols. Collaboration with tax preparers and accountants is common, especially when clarifying documentation or resolving discrepancies. This role provides a strong foundation in tax compliance processes and offers opportunities to learn advanced tax preparation skills over time.

What is an Associate Sureprep?

An Associate Sureprep is a professional who assists in the preparation and review of tax documents, primarily using SurePrep software, which streamlines and automates the tax preparation process. They typically work in accounting firms or tax departments, supporting senior accountants or tax preparers by organizing, entering, and verifying client financial information. Their responsibilities may include gathering necessary documentation, ensuring accuracy, and helping maintain compliance with tax laws. This role is ideal for individuals interested in developing their accounting skills and gaining experience in tax preparation.

What is the difference between Associate Sureprep vs Tax Preparer?

AspectAssociate SureprepTax Preparer
Required CredentialsHigh school diploma or equivalent; certification in tax software often preferredHigh school diploma or equivalent; often requires IRS PTIN registration
Work EnvironmentTypically in tax preparation firms, accounting departments, or remote settingsIn tax offices, accounting firms, or freelance settings
Employer & Industry UsageUsed by tax firms, accounting companies, and financial servicesUsed by tax preparation services, accounting firms, and independent preparers

The Associate Sureprep role primarily involves using tax software to prepare and review tax documents, often under supervision. A Tax Preparer may perform similar tasks but can also handle more direct client interactions and complex filings. While both roles require basic tax knowledge, Associate Sureprep positions focus more on software proficiency, whereas Tax Preparer roles may demand broader tax knowledge and client communication skills.

More about Associate Sureprep jobs
What cities are hiring for Associate Sureprep jobs? Cities with the most Associate Sureprep job openings:
What are the most commonly searched types of Sureprep jobs? The most popular types of Sureprep jobs are:
What states have the most Associate Sureprep jobs? States with the most job openings for Associate Sureprep jobs include:
What job categories do people searching Associate Sureprep jobs look for? The top searched job categories for Associate Sureprep jobs are:
Associate Sureprep jobs near you
Infographic showing various Associate Sureprep job openings in the United States as of May 2026, with employment types broken down into 3% As Needed, 91% Part Time, 3% Temporary, and 3% Contract. Highlights an 80% Physical, 15% Hybrid, and 5% Remote job distribution, with an average salary of $41,327 per year, or $19.9 per hour.
Tax Experienced Manager, Private Client Services

Tax Experienced Manager, Private Client Services

BDO USA

San Francisco, CA • On-site

Full-time

Posted 15 days ago

Job description

Job Description
Job Summary:
Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning.
A Tax Experienced Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients.
Job Description:
  • Manages tax and consulting engagements and enhances skills identifying and addressing client needs, tax planning, and consulting opportunities
  • Works directly with clients and their advisors to gather information needed to prepare tax returns
  • Reviews individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to staff and interns
  • Directs communication with government agencies for matters of the highest complexity
  • Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership
  • Develops and expands their understanding of tax concepts and knowledge through client engagements and current tax developments
  • Prioritizes and completes tasks both individually and as part of a team.
  • Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training
  • Builds new relationships and maintains existing relationships with BDO professionals and external sources

Supervisory Responsibilities:
  • Supervises associates and senior associates on all projects
  • Schedules and manages workload of associates and senior associates
  • Reviews work prepared by associates and senior associates and provide review comments
  • Trains Associates and Seniors how to use all current software tools
  • May act as a Career Advisor to associates and senior associates
  • Provides verbal and written performance feedback to associates and senior associates

Qualifications, Knowledge, Skills, and Abilities:
Education:
  • Bachelor's degree, required; major in Accounting, Finance, Economics, or Statistics, preferred
  • Master's degree in Accountancy or Taxation, preferred

Experience:
  • Six (6) or more years prior experience in accounting, finance, or law, required
  • Experience working in public accounting, or the private client service area, preferred

License/Certifications:
  • Certified Public Accountant credential, Internal Revenue Service Enrolled Agent ("EA") credential, Attorney (admitted to practice in a U.S. jurisdiction), or the equivalent of one of these designations, required
  • Possession of other professional degrees or certifications applicable to role, preferred

Software:
  • Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required
  • Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred
  • Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred

Languages:
  • N/A

Other Knowledge, Skills & Abilities:
  • Initiative
    • Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps
    • Manages client engagements, supervises, and reviews work of team members
  • Communication
    • Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative
    • Interacts directly with clients and their advisors; maintains communication with clients even after the work is complete to ensure quality service and maintain a relationship for future work
    • Resolves client service issues in a timely and acceptable manner
  • Leadership
    • Supports a collaborative and team-oriented environment while pushing themselves, their peers, and their teams for strong results and quality work
    • Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolution to clients
    • Manages and monitors key performance indicators (KPI's) as established by the business line
  • Business Development
    • Seizes opportunities for new professional contacts when presented; Actively networks professionally outside of BDO
    • Involves firm specialists and other business lines to increase cross service opportunities
  • People Development
    • Supervises, develops and trains employees
    • Acts as a mentor to associates and senior associates
    • Provides verbal and written performance feedback to associates and senior associates

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range: $136,000 - $165,000
Colorado Range: $105,000 - $150,000
Illinois Range: $120,000 - $139,000
Maryland Range: $121,000 - $145,000
Massachusetts Range: $130,000 - $147,750
Minnesota Range: $100,000 - $130,000
New Jersey Range: $130,000 - $165,000
Ohio Range: $110,000 - $170,000
NYC/Long Island/Westchester Range: $155,000 - $180,000
Washington Range: $130,000 - $145,000
Washington DC Range: $140,000 - $162,000
About Us
Join us at BDO, where you will find more than a career, you'll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:
  • Welcoming diverse perspectives and understanding the experience of our professionals and clients
  • Empowering team members to explore their full potential
  • Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
  • Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
  • Focus on resilience and sustainability to positively impact our people, clients, and communities
  • BDO Total Rewards that encompass so much more than traditional "benefits." Click here to find out more!

*Benefits may be subject to eligibility requirements.
Equal Opportunity Employer, including disability/vets
Click here to find out more!

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