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Tax Prep Assistant Jobs in Virginia (NOW HIRING)

Experienced Tax Associate

Fairfax, VA ยท On-site

$59K - $79K/yr

... * Assist with tax planning and research for a variety of clients and industries * Review client ... Familiarity with tax prep software (e.g., CCH Axcess, UltraTax, ProSystems, etc.) * Detail-oriented ...

Tax Experienced Manager, REIT/Real Estate

Mclean, VA ยท On-site

$112K - $147K/yr

As a team member in our Alternative Investments practice, the Tax Manager will assist in providing ... Utilizes Firm compliance software to maximize efficiency in tax prep process * Effectively teams ...

Tax Experienced Manager, REIT/Real Estate

Mclean, VA ยท On-site

$112K - $147K/yr

As a team member in our Alternative Investments practice, the Tax Manager will assist in providing ... Utilizes Firm compliance software to maximize efficiency in tax prep process * Effectively teams ...

As a team member in our Alternative Investments practice, the Tax Senior Manager will assist in ... Utilizes Firm compliance software to maximize efficiency in tax prep process * Effectively teams ...

As a team member in our Alternative Investments practice, the Tax Senior Manager will assist in ... Utilizes Firm compliance software to maximize efficiency in tax prep process * Effectively teams ...

CNC/Material Prep Operator

Winchester, VA ยท On-site

$18 - $23/hr

What You'll Do: * Assist in loading raw materials, operating CNC machinery under close supervision ... tax reporting; etc.) Equal Opportunity Employer This employer is required to notify all applicants ...

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Tax Prep Assistant information

What is a tax prep assistant?

Tax prep assistants are professionals who support tax preparers or accountants in preparing and filing tax returns. They help gather client information, organize financial documents, input data into tax software, and ensure all necessary forms are completed accurately. Their role is essential for improving workflow efficiency during tax season, although they typically do not provide tax advice or sign off on completed returns. With attention to detail and strong organizational skills, tax prep assistants help ensure a smooth and accurate tax preparation process.

What are the key skills and qualifications needed to thrive as a tax prep assistant?

To thrive as a Tax Prep Assistant, you need a solid understanding of basic accounting principles, tax regulations, and attention to detail, typically supported by a relevant associate degree or coursework in accounting or finance. Familiarity with tax preparation software such as TurboTax, QuickBooks, or IRS e-filing systems is often required. Strong organizational skills, clear communication, and discretion when handling sensitive client information are valuable soft skills for this role. These competencies ensure accurate tax document preparation, compliance with regulations, and trustworthy client service during tax season.

What are some common challenges faced by tax prep assistants during tax season, and how can they effectively manage their workload?

Tax Prep Assistants often experience a significant increase in workload and tight deadlines during tax season, which can be challenging to manage. Staying organized, prioritizing tasks, and maintaining clear communication with tax preparers and clients are essential strategies for handling these pressures. Additionally, being familiar with tax software and regularly updating one's knowledge of tax regulations can help streamline processes and reduce errors. Collaborating closely with team members and seeking guidance when needed also ensures a smoother workflow and better client service.

What is the difference between Tax Prep Assistant vs Tax Preparer?

AspectTax Prep AssistantTax Preparer
CredentialsNone required or basic certificationOften requires PTIN, some certifications preferred
Work EnvironmentSupport staff in tax firms or officesPrepare and file taxes directly for clients
ResponsibilitiesAssist with data entry, document collectionComplete tax returns, advise clients

Tax Prep Assistants typically support tax preparers by handling administrative tasks and data entry, while Tax Preparers directly prepare and file tax returns for clients. The roles often overlap in work environment and credentials, but Tax Preparers have more direct responsibility for tax filing and client interaction.

What are popular job titles related to Tax Prep Assistant jobs in Virginia?

For Tax Prep Assistant jobs in Virginia, the most frequently searched job titles are:

What job categories do people searching Tax Prep Assistant jobs in Virginia look for?

The top searched job categories for Tax Prep Assistant jobs in Virginia are:

What cities in Virginia are hiring for Tax Prep Assistant jobs?

Cities in Virginia with the most Tax Prep Assistant job openings:

Infographic showing various Tax Prep Assistant job openings in Virginia as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 20% Part Time, 1% Temporary, and 3% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution.

Senior Tax Associate- Locally Owned CPA Firm (Non PE)

Caliber Recruiting Group

Virginia Beach, VA โ€ข On-site

$95K - $120K/yr

Full-time

Medical, Dental, Retirement

Re-posted 18 days ago


Job description

We have partnered with a boutique-style, highly rated regional accounting firm in the city of lovers- Virginia Beach, VA.


This is a firm that truly values work life balance, puts employees first, and doesn#39;t micro manage hours like some firms. The partners are looking for an senior tax associate that can become manager soon, that handle a variety of tax prep and review for a variety of local area businesses.


If you are looking for something different, please still apply so we can find out more details about what you would really like as opportunities change often and we may get a new role soon that#39;s just right.


Details about the Role:


  • Pay: $95,000- $120,000 (could be more commensurate with experience)
  • Prep and review tax returns for various entities, businesses, high net worth individuals, pass through entities, C-Corps, S-Corps, and Partnerships.
  • Enter this information into a variety of prep software programs like CCH, Pro System, and Ultra Tax
  • Ensure all business tax returns are filed in accordance with Firm guidelines as well as ensuring federal regulations are met
  • Identify issues with tax returns to correct everything, great skills in organizing and understanding what should be analyzed and in what order
  • Work well with the managing partners for any tax work needed and assist any junior staff on their prep and review


Ideal Background for the Role:


  • Bachelors degree in accounting, finance, stats, business administration or related field
  • CPA eligible, CPA license currently, or in progress is ideal, EA is also a plus. or working to obtain the EA
  • 3-4 + years of solid tax prep and review experience in a local accounting environment, Big firm, regional firm, or equivalent firm doing daily tax prep and review work on multiple entities and VIP clients
  • Very proficient with various tax software programs
  • Understanding of tax laws and ability to be in a fast paced tax environment to get work done efficiently


Job Details:

  • Full time Monday through Friday
  • Hours capped in busy season unlike a lot of firms where you may work 70-80 hours a week
  • Health Insurance is Employer subsidized
  • Tuition reimbursement for CPA licensure, EA courses, or other continuing Ed.
  • Flexible work environment
  • Dental HMO Plan
  • 401k- employer assisted after certain time
  • Quick promotion potential

If this sounds like a good fit, please apply today!


hire@caliberrecruit.com