Positions we recruit: Tax Preparation and Audit Staff

Use seasonal tax preparers for high volume 1040 and small business return work. They handle data entry and basic forms. Tax associates tackle 1065 and 1120S filings. They need more software fluency. Audit associates manage workpaper documentation and testing. They often focus on specific niches like construction or nonprofit.

Enrolled Agents represent clients before the IRS. They manage notices and installment agreements. Sales and use tax specialists handle specific state filings. CAS staff accountants perform ongoing accounting functions. Match the level to the complexity of the return or audit engagement.

When scoping your next hire, ignore resume summaries. Focus on the actual output of their last three tax or audit cycles. Ask them to describe a specific 1065 return or EBP audit file they closed. If they cannot explain the mechanical steps they took in CCH Axcess or CaseWare to clear a review point, they will not be ready on day one. Request evidence of their technical process by asking what specific modules they deployed for complex partnership allocations or audit testing. If a candidate says they handled everything, press for the exact workflow of the documentation process. Listen for whether they worked alone or as part of a review chain. A strong candidate provides a clear sequence of actions taken to move a project from raw input to final filing. If the candidate remains vague on the software tools or the regulatory steps taken during the engagement, you have found a training gap, not a solution. Verify these details early to avoid common placement errors.

Verify credentials before hiring. An EA credential issued by the IRS confirms tax law study. Confirm status via the IRS database. PTIN status is a registration requirement for tax preparers; it does not indicate technical proficiency.

CPA exam status demonstrates technical focus. It does not replace the requirement for hands-on audit experience. Review all licenses and registrations via primary sources. Confirm the specific exam modules completed for any claimed professional designation.