Seasonal Tax Preparer & Support

  • December 26, 2025
  • Posted by: twilks
  • Categories:
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Website Clergy Financial

-Tax Data Entry: Precisely enter financial data from source documents (W-2s, 1099s, etc.) into UltraTax software with a high degree of accuracy.
-Data Verification: Conduct thorough reviews of entered data to ensure completeness and correctness before passing files to senior preparers.
– Information Management: Identify missing information or discrepancies in client files and communicate with team members to resolve them.
– Reporting & Summaries: Assist in the preparation of internal reports and summaries required for final tax filings.
– Confidentiality: Maintain the highest level of security and discretion regarding sensitive financial and personal client information.

Contact Name:
Tabitha Wilks
Certified Bookkeeper preferrable: No
Type of Company:
Employer
Years of Experience Required: 2
Starting Date:

1/12/26

Education Required:

High School Diploma

Necessary Qualifications:
Able to Prepare Payroll/Payroll Fed & State Quarterly/Yearly Tax Returns
Number of Employees:
10-24
Company Profile (limit 300 words):

For over 45 years, Clergy Financial Resources has been the national leader in specialized tax, payroll, and HR solutions exclusively for clergy and religious organizations.



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