About Howard Financial
Howard Financial is a full-service back-office solution for companies and entities with bookkeeping, payroll, and bespoke reporting needs that require accuracy, timeliness, and institutional-quality reporting without the burden of full-time staff.
We are an experienced team of bookkeepers and administrators with multiple decades of combined experience across industries allowing companies to focus on their core business while we handle the rest.
Founded in 2023, our team of 60 professionals supports ~40 clients across a diverse range of industries. We recently reached $5M of contracted ARR and are growing rapidly (over 150% MRR growth YTD).
Howard is looking for a motivated and detail-driven Tax Preparer to support our tax team across a diverse client portfolio.
This role plays a key part in keeping engagements organized, timelines on track, and tax records accurate. The ideal candidate enjoys managing processes, coordinating with clients, and contributing to high-quality tax deliverables.
What You’ll Do
● Prepare, update, and manage engagement letters, including tracking execution and maintaining status records.
● Coordinate client information requests by managing calendars, monitoring due dates, and following up when information is outstanding.
● Maintain engagement checklists to ensure all agreed-upon services are delivered accurately and on time.
● Roll forward prior-year tax returns and organize required documentation for current-year filings.
● Ensure all necessary information is received before tax preparation begins.
● Maintain tax basis fixed asset schedules and support depreciation tracking.
● Update tax basis balance sheets and supporting schedules used in tax compliance.
What We’re Looking For
● Education or experience in accounting, finance, or tax.
● Strong organizational skills with the ability to manage multiple clients and deadlines.
● High attention to detail and a proactive approach to follow-ups.
● Comfortable communicating with clients and internal team members.
● Proficiency in Excel; experience with tax software or engagement management tools is a plus.
