Seasonal Tax Preparer (Independent Contract)

Reports To: Tax Specialist

Engagement Window: January 2027 (or earlier by mutual agreement) through June 30, 2027, including extensions

Compensation: $300 to $550 per completed return depending on complexity, paid on a 1099 basis

Expected Volume: 200 to 350 individual and small business returns

Overview

The Tax Preparer at Great Waters Financial serves as a seasonal extension of our client-facing team, engaged on a 1099 contract basis to prepare individual and small business returns during the 2026 filing season. Great Waters is a financial planning firm, and we help our clients Live Greatly® by delivering a holistic plan and experience that brings investments, insurance, income, estate, and tax together under one roof. This role is responsible for meeting with clients to gather source documents, preparing accurate federal and state returns, delivering finished returns in person, and coordinating with our internal tax specialist and advising team on questions, follow ups, and planning opportunities. With strong technical competency, a warm client presence, and the professional judgment to run their own book of work with minimal oversight, the Tax Preparer plays an essential role in the integrated experience we deliver to every client.

You Are:

• Comfortable sitting across the table from a client, walking them through their return, and answering questions in plain language.
• Detail oriented and self managing. You own your book, your deadlines, and your quality without being chased.
• Discreet with confidential financial information and disciplined about data security.
• A collaborator who communicates proactively with the internal team when questions arise.