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Associate Sureprep Jobs (NOW HIRING)

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 ...

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 ...

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 ...

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 ...

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 ...

Tax Workflow Coordinator

Grand Rapids, MI · On-site

$17.25 - $23/hr

Associates degree (or equivalent experience) 5+ years of administrative or clerical experience ... Experience with CCH Workflow, Axcess/E-filing, STAR Time Entry, SurePrep, TaxCaddy, Salesforce, and ...

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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Associate Sureprep information

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How much do associate sureprep jobs pay per hour?

As of Aug 11, 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 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 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 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.

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 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:

Senior Tax Manager

Brenner, LLP

Salem, OR • On-site

Full-time

Medical, Life, Retirement, PTO

Re-posted 4 days ago


Job description

Strategic Portfolio Leader Leadership Track
Brenner LLP is seeking an accomplished and dynamic Senior Tax Manager to join our locally owned firm of more than 70 years. This is the cornerstone leadership role within our tax department - ideal for an experienced professional at the prime of their career who thrives at the intersection of client service, technical excellence, and team leadership.
You'll lead a complex portfolio of clients as the signing preparer and trusted advisor, while also mentoring staff, shaping firm processes, and driving strategic initiatives. This position is suited for a professional who wants to influence firm direction, maintain deep client relationships, and work shoulder-to-shoulder with leadership in a collaborative, open-door environment.
What You'll Do
  • Manage a high-value, diversified book of individual and business clients, delivering solutions that reflect technical excellence and deep understanding.
  • Lead tax planning and strategic advisory conversations, ensuring quality outcomes for clients and the firm.
  • Oversee preparation and review workflows across a team of associates and preparers, championing quality assurance in every client engagement and internal process.
  • Serve as signing preparer for complex engagements while ensuring quality and compliance.
  • Mentor staff, supporting their professional growth and development.
  • Partner with firm leadership on business development, process improvement, and advisory strategy, contributing to the ongoing growth of the firm.

Requirements
What You'll Bring
  • Bachelor's degree in Accounting, Finance, Business or relevant field; Master's degree a PLUS.
  • CPA credential or EA, LTC (Oregon) (required).
  • 10+ years of progressive experience in tax and advisory services.
  • Demonstrated success leading client relationships and managing teams.
  • Advanced technical skills and the ability to translate complex concepts into actionable advice.
  • Leadership presence, emotional intelligence, and a genuine interest in mentoring.
  • Entrepreneurial mindset with interest in potential firm leadership growth.
  • Experience with our current product suite a PLUS:
    • UltraTax CS, Fixed Assets CS, Planner CS
    • SurePrep
    • CCH Engagement
    • CanopyTax

Benefits
Why Brenner LLP
At Brenner LLP, we combine a legacy of trusted service with a modern approach to flexibility and collaboration. Our team is committed to technical excellence, quality in every engagement, meaningful professional relationships, and opportunities for growth. We offer a supportive environment where your contributions are valued and your career can flourish.
We offer:
  • Average 55-hour work weeks during tax season - sustainable peak workloads, not burnout.
  • Flexible work model - Use the PTO and have life outside of work.
    • Hybrid opportunities once established.
  • Visibility and impact - work directly with firm leadership on key initiatives.
  • Locally owned and managed - your voice matters and your work is seen.
  • Long-term opportunity - potential to help shape the firm's future and mentor its next generation.
  • Benefits Package - Health Insurance, Disability Insurance, 401(k), PTO.

Timing
This position will remain open until filled. We will interview qualified candidates immediately.