Tax Preparer

About CSI Group

CSI Group is a leading financial services firm on a mission to simplify financial security and remove uncertainty for America's middle class. Through a one-stop approach to tax, financial advisory, and estate planning, we give our members the guidance they need under one roof.

We are an AI-driven organization. We use technology as a force multiplier so our people can spend more time where it matters most: with our members. Our culture is guided by our CAPTAG values: Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset.

The Role

We are hiring tax professionals who love working face to face with people and want to build a career, not just a tax season.

As a Tax Preparer at CSI Group, you will meet with a high volume of members, prepare accurate individual returns, and explain each member's tax picture in plain language. You will work alongside our advisory and legal teams so every member walks away with a clear plan. You will also help shape how we use AI and new tools to make tax preparation faster, smarter, and more personal.

What You'll Do

• Meet with members: Conduct in-person and virtual tax meetings throughout the day, gathering documents, asking the right questions, and building trust from the first conversation.
• Prepare accurate returns at volume: Prepare and review federal and state individual returns (NJ, NY, and multi-state) with a high standard for accuracy in a fast-paced, high-volume environment.
• Explain it simply: Walk members through their results, refunds, and balances due in clear, plain language, and answer follow-up questions with care.
• Spot opportunities: Identify planning needs beyond the return and connect members to our financial advisory and estate planning teams.
• Represent members: Use your credentials to respond to IRS and state notices and resolve member issues.
• Lead with AI and innovation: Use AI tools and tax software daily to work smarter, and bring ideas that improve our workflows, quality, and member experience.
• Own the details: Keep member records, documentation, and compliance standards accurate and complete.

What You Bring

Required

• Active Enrolled Agent (EA) credential in good standing with the IRS
• Active PTIN
• 2+ years of individual tax preparation experience
• Comfort meeting with a high volume of members face to face and building rapport quickly
• Hands-on experience with AI tools and a genuine curiosity about how technology and innovation can improve tax work
• Strong command of federal individual tax law and NJ/NY state returns
• Clear, warm communication skills and the ability to explain complex topics simply
• Accuracy, organization, and composure under deadline pressure
• Availability to work extended hours during tax season

Preferred

• Experience with [tax software, Instead, ProConnect, UltraTax]
• Multi-state return experience
• IRS representation and notice resolution experience
• Interest in pursuing additional licenses, such as the Series 65

Why CSI Group

• Meaningful work helping middle class families gain financial security
• A real career path with promotion from within
• An AI-driven workplace where your ideas on innovation are welcomed and put to use
• Training through CSI Academy and support for continuing education and licensing
• Competitive pay and benefits: [medical, dental, vision, 401(k), PTO]
• A team culture built on our CAPTAG values

If you are a tax professional who wants to make a difference for members and grow with a company that is building the future of financial services, we want to meet you.

CSI Group is an equal opportunity employer. We celebrate diversity and are committed to an inclusive environment for all employees.