Tax Preparer/Accountant

• Tired of feeling overworked or underappreciated at your current firm?
• Looking for a workplace where teamwork, flexibility, and having a little fun are encouraged?
• Enjoy working independently, building client relationships, and doing more than just preparing tax returns?

If so, we'd love to meet you!

Legacy Tax and Financial Services is growing, and we're looking for an experienced Tax Preparer / Accountant to join our team! We're a close-knit, supportive team that takes pride in delivering exceptional service while creating a positive, professional, and relaxed work environment. We work hard, celebrate success, and believe great people deserve to be treated that way! 

What You'll Do

• Prepare individual and business tax returns

• Assist clients with bookkeeping, accounting, and financial reporting

• Answer client questions and provide guidance on tax and accounting matters

• Build strong client relationships through proactive communication

• Manage your workload independently while collaborating with a great team

What We're Looking For

• 3+ years of tax preparation experience

• Accounting degree or equivalent relevant experience

• Experience with QuickBooks and Drake Tax preferred

• Strong attention to detail and organizational skills

• Excellent communication and client service skills

• Someone who takes initiative, values teamwork, and enjoys helping others

• Flexibility to work additional hours during tax season

Why You'll Love Working Here

• Competitive compensation + performance bonuses

• Flexible scheduling – Full-time or reduced hours outside tax season

• Paid time off – We actually want you to use it!

• Health insurance stipend + SIMPLE IRA

• Supportive team culture – No corporate stuffiness here!

• Variety in your work – Tax preparation, accounting, and ongoing client support

• We celebrate success! We recently took our entire team on an all-expenses-paid Caribbean vacation!

A Little About Us

Legacy Tax and Financial Services has been helping individuals and businesses in the Sun Prairie area since 2007. We're growing because we genuinely care about our clients, our team, and doing great work.

Ready for a change? Let's talk!

Apply today and discover what it's like to work somewhere you're genuinely valued.