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Proseries Jobs in Decatur, GA (NOW HIRING)

DMG Worldwide Inc

Staff Tax Accountant

Atlanta, GA · On-site

Proficiency with Microsoft Office Suite; experience with ProSeries tax software is a plus * Excellent analytical, organizational, and problem-solving skills * Strong written and verbal communication ...

Rusenko CPA PC

Be Seen First

Tax Manager CPA

Roswell, GA · On-site

$95K - $150K/yr

Experience with tax software such as ProSeries or similar. * Commitment to maintaining client confidentiality and the highest ethical standards. * Must pass a background check. Why Join Us? At ...

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Proseries information

See Decatur, GA salary details

$8

$13

$17

How much do proseries jobs pay per hour?

As of May 28, 2026, the average hourly pay for proseries in Decatur, GA is $13.80, according to ZipRecruiter salary data. Most workers in this role earn between $11.25 and $15.48 per hour, depending on experience, location, and employer.

What is a ProSeries job?

A ProSeries job typically refers to a role involving Intuit ProSeries, a tax preparation software used by professionals to prepare and file tax returns. Individuals in this role may be responsible for tax preparation, software support, or troubleshooting tax-related issues. These positions are commonly found in accounting firms, tax preparation businesses, or customer support teams assisting ProSeries users.

What are the key skills and qualifications needed to thrive in the Proseries position, and why are they important?

To thrive as a ProSeries Tax Preparer, you need a background in tax preparation, strong attention to detail, and a solid understanding of current tax laws, typically supported by certifications such as IRS Enrolled Agent (EA) or state tax preparer credentials. Expertise in using Intuit ProSeries tax software and related accounting tools is essential for efficiently preparing and filing returns. Excellent communication, client service, and organizational skills make you stand out in this role. These competencies ensure accurate, compliant tax filings and foster lasting client relationships, which are vital in the fast-paced tax preparation industry.

What are some of the main challenges faced by ProSeries Tax Preparers during tax season?

ProSeries Tax Preparers often experience high-volume workloads and tight deadlines during tax season, which require exceptional time management and the ability to multitask. They must stay updated on frequently changing tax laws and regulations to ensure compliance and accuracy for their clients. Balancing the demands of multiple clients and troubleshooting complex tax scenarios are also common challenges. However, working as part of a supportive team and leveraging ProSeries software can help streamline these tasks and provide opportunities for skill development and professional growth.
More about Proseries jobs
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Proseries jobs near you

Certified Financial Planner

Elm3 Financial Group

Alpharetta, GA • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 15 days ago

Job description

Elm3 Financial Group seeks an experienced, collaborative, and dedicated Certified Financial Planner® to join our growing team. Elm3 Financial Group is an investment advisory and fee-only financial planning firm dedicated to providing our clients with personalized services that support them in realizing their goals and dreams. As a CFP® with Elm3 Financial Group, you will be responsible for managing a portfolio of financial planning clients with diverse goals and needs while also collaborating with the Chief Investment Officer and other members of the firm to ensure the best continuity of care for our clients.

Who You Are

  • You are passionate about client-centered financial planning, in which you work to understand our clients’ needs, goals, and values and accordingly tailor plans to each specific client.
  • You are a highly collaborative person and are capable of effectively communicating with a team of investment, tax, bookkeeping, and other financial services professionals both within and outside of Elm3 Financial Group.
  • You are proactive and take initiative to support your fellow co-workers as well as problem solve, with the goal of providing the best possible service to our clients.
  • Your work reflects a commitment to excellence and timeliness as well as an ability to creatively develop solutions and consider options for our financial planning clients.
  • You are eager to grow and learn as a financial planner and actively seek out ongoing educational opportunities.
  • You are experienced in providing retirement, Social Security, investment, tax (both personal and business), insurance, education, and estate planning services.

Job Duties

  • Completing initial, comprehensive financial plans for new clients.
  • Providing quarterly email updates to all ongoing financial planning clients.
  • Meeting at least annually with all financial planning clients to review and update their plan.
  • Completing Net Worth and Income and Expense sheets, analyzing Monte Carlo simulations, analyzing investment portfolios and stock options, preparing tax plans and analysis, analyzing Social Security claiming strategies, analyzing and providing recommendations around insurance coverage and estate plans, preparing educational financing plans, developing spending and debt mitigation plans, and more.
  • Collaborating with the Chief Investment Officer, especially around financial planning clients who also invest their funds with Elm3 Financial Group.
  • Training and supervising an Associate Financial Planner.
  •  

Qualifications

  • 3+ Years of Experience as a Certified Financial Planner®
  • Series 65 (Optional but Preferred)
  • Experience with providing investment advisory services.
  • Proficiency with RightCapital, ProSeries, and Microsoft 365 applications (Optional but Preferred)

Benefits

  • Competitive salary
  • 401(k) + match
  • Medical, vision, and eye insurance
  • Continuing education opportunities