Forget the mundane, typical tax office. Managed by a dual-credentialed Enrolled Agent and United States Tax Court Practitioner (USTCP), our firm navigates intricate tax challenges with elite precision, strategic insight, and a sharp wit. To us, tax preparation is far more than data entry; it is a vital puzzle where meticulous accuracy shields our clients and drives our collective success.
We are seeking a proactive, sharp Tax Preparer who finds fulfillment in a perfect spreadsheet, takes deep pride in their craftsmanship, and is eager to advance within a premier firm.
What We Look For: The Non-Negotiables
If you match the description below, you are exactly who we are looking for:
Tax Experience & Credentials: You bring 2+ years of experience in a professional tax office setting. You hold an active tax credential or possess deep familiarity with the industry (EA, AFSP, or a similar robust background).Extreme Attention to Detail: You don’t just spot typos; you actively "self-check" your work before anyone else ever sees it. Quality, precision, and bulletproof accuracy are your personal signatures.Personal Tax Integrity: Walk the walk. It is non-negotiable that you are fully compliant and 100% up-to-date with all of your own federal, state, and local tax filings.Professional Communication: You possess elite written and verbal communication skills. You can draft flawless, professional emails and manage sensitive client interactions with high emotional intelligence and expertise.Ownership & Innovation: You bring a proactive attitude and a sharp mind to the table. Instead of waiting to be told how to fix a problem, you treat every operational hurdle as a chance to refine and improve our internal systems.Technical Aptitude: You are a certified "power user" of Google Workspace and Microsoft Office, and you pride yourself on your ability to master new software platforms at lightning speed.Local Logistics: You have a valid driver’s license, active auto insurance, and a currently registered/inspected vehicle, making you ready and reliable for occasional professional errands.
The "Awesome to Have" Bonuses
A strong bookkeeping and payroll background—specifically, mastery of QuickBooks Online and QuickBooks Payroll.
What You’ll Do (Responsibilities)
Prepare accurate federal and state individual and business tax returns.Conduct meticulous self-reviews of financial documents and tax data to ensure zero-defect accuracy.Communicate directly with clients to gather necessary documentation, clarify information, and deliver updates with professional polish.Identify bottlenecks in our current workflows and propose/implement tech-driven solutions.Assist with local firm logistics and administrative errands as needed to keep the wheels turning smoothly.
Why You’ll Love Working Here
Learn from the Best: Work directly with a USTCP—a rare and elite designation in the tax world. Your professional growth here will be fast-tracked.No Micro-management: We hire adults. If you prove you have the ownership and attention to detail we require, you will be given the autonomy to thrive.A Culture of Wit and Excellence: We take our work incredibly seriously, but we don't take ourselves too seriously. Expect a supportive, sharp, and engaging work environment.Work Schedule & Culture
Hours: 25 to 40 hours per week, scaling up to meet critical tax deadlines (including the October rush).Environment: A collaborative, inclusive, and highly productive in-office environment where self-motivation is noticed, rewarded, and groomed for advancement.Background Check: Must be willing to undergo a standard background check.
How to Apply
If you are a fast, accurate learner who thrives in a fast-paced environment and wants a role where your organization directly impacts the bottom line, we want to hear from you.
Judy Gilmer Tax Services is an equal opportunity employer. We provide employment opportunities to all individuals regardless of race, color, religion, age, sex, sexual orientation, gender identity or expression, national origin, protected veteran status, disability status, or any other status protected by law.
Company DescriptionJudy Gilmer Tax Services is a small, woman-owned business with over 25 years of experience. We focus on serving individuals and small businesses, with a special expertise for military taxpayers. We offer opportunities for personal and professional growth and encourage proactive tax-education development. Our team is ready to teach you as much as you’re willing to learn.Company DescriptionJudy Gilmer Tax Services is a small, woman-owned business with over 25 years of experience. We focus on serving individuals and small businesses, with a special expertise for military taxpayers. We offer opportunities for personal and professional growth and encourage proactive tax-education development. Our team is ready to teach you as much as you’re willing to learn. Read Less
Our work goes far beyond basic calculations; we are dedicated to fostering relationships, mitigating client stress, and providing expert solutions to intricate issues. We are currently seeking an exceptionally organized, astute, and proactive Support Specialist to serve as the cornerstone of our Newport News office. In this role, you will ensure operational excellence during the demanding year-round tax season and prepare to transition into an Office Manager Assistant position.
Why This Role Stands Out: The Opportunity
Move beyond typical data entry. This is a multifaceted, dual-impact position that balances Core Office Administration with Client Management (Onboarding & Prescreening).
Expand Your Skillset: Work directly alongside elite tax experts, gaining hands-on experience with payroll, bookkeeping, and sophisticated multi-platform tax systems.Defined Career Path: Begin as an indispensable partner to the owner during peak deadlines, with a clear trajectory to becoming an Office Manager Assistant with increased operational responsibility.
Primary Responsibilities
Tax Support & Client Relations
Client Gatekeeper: Act as our high-energy first point of contact, you will navigate intense or sensitive client interactions with professional poise, empathy, and clear communication.Onboarding & Prescreening: Facilitate the tax preparation process by helping clients organize, verify, and finalize all required documentation.Document Architecture: Maintain a secure digital and physical ecosystem by scanning, uploading, and managing sensitive files while upholding strict record-handling standards.
Key Responsibilities
Client Management & Tax Support
The Gatekeeper: Serve as the primary, high-energy point of contact for clients. Comfortably manage high-stakes or anxious client conversations with empathy, poise, and clear boundaries.Tax Prescreening: Support clients in preparing for their tax appointments, ensuring all necessary documentation is gathered, accurate, and ready for review.Document Architecture: Securely manage, scan, and upload sensitive paper and e-documents to appropriate file servers and repositories. Maintain strict procedures for record retention and disposal.Office Administration & Operations
Daily Flow: Answer phones, direct emails, schedule appointments, open mail, and manage local/remote team calendars with an energetic work ethic.Executive Support: Directly support the business owner with daily operational tasks, bank deposits, postal deliveries, and schedule optimization.Quality Control: Maintain office efficiency by constantly hunting for solutions to streamline processes. Ensure office equipment is functional and supplies are stocked.
What You Bring to the Table (Qualifications)
The Non-Negotiables:
Extreme Attention to Detail: You don't just spot typos; you actively "self-check" your work before anyone else sees it. Quality and accuracy are your signatures.Personal Tax Integrity: It is essential that you are fully compliant and up-to-date with all your own federal, state, and local tax filings.Professional Communication: You possess elite written and verbal skills, allowing you to draft flawless emails and manage sensitive client interactions with calm and expertise.Ownership & Innovation: You bring a quick wit and a proactive attitude, treating every operational hurdle as a chance to refine and improve our internal systems.Technical Aptitude: You are a "power user" of Google Workspace and Microsoft Office, with the ability to master new software platforms quickly.Local Logistics: A valid driver’s license, active auto insurance, and a currently registered/inspected vehicle are required for occasional professional errands.
The "Awesome to Have" Bonuses:
An active tax credential (EA, AFSP, or similar tax background/familiarity).2+ years of experience in a tax office setting.Strong bookkeeping and payroll background - specifically QuickBooks Online and QuickBooks Workforce (formerly QBO Payroll).Work Schedule & Culture
Hours: 25 to 40 hours per week, scaling up to meet critical tax deadlines (including the October rush).Environment: A collaborative, inclusive, and highly productive in-office environment where self-motivation is noticed, rewarded, and groomed for advancement.Background Check: Must be willing to undergo a standard background check.
How to Apply
If you are a fast, accurate learner who thrives in a fast-paced environment and wants a role where your organization directly impacts the bottom line, we want to hear from you.
Judy Gilmer Tax Services is an equal opportunity employer. We provide employment opportunities to all individuals regardless of race, color, religion, age, sex, sexual orientation, gender identity or expression, national origin, protected veteran status, disability status, or any other status protected by law.
Company DescriptionJudy Gilmer Tax Services is a small, woman-owned business with over 25 years of experience. We focus on serving individuals and small businesses, with a special expertise for military taxpayers. We offer opportunities for personal and professional growth and encourage proactive tax-education development. Our team is ready to teach you as much as you’re willing to learn.Company DescriptionJudy Gilmer Tax Services is a small, woman-owned business with over 25 years of experience. We focus on serving individuals and small businesses, with a special expertise for military taxpayers. We offer opportunities for personal and professional growth and encourage proactive tax-education development. Our team is ready to teach you as much as you’re willing to learn. Read Less
Who We Are: At Judy Gilmer Tax Services, we don’t just crunch numbers—we build relationships. Smooth processes and airtight systems are the engine of our success, but our people are the heart of it. We pride ourselves on cultivating a positive, inclusive, and engaging office culture where local and remote employees thrive, and clients feel genuinely supported.
Why This Role is Different: We aren’t looking for a passive paper-pusher. We are seeking an autonomous, solution-minded coordinator who views challenges as opportunities. If you are a fast learner with a go-getter attitude, natural flexibility, and a desire to help a business grow efficiently, you will find a voice and a home here.
The Impact You’ll Make
As our Administrative Assistant, you will be the ultimate air traffic controller for our operations. You will ensure support activities are carried out flawlessly, maintaining the delicate balance between day-to-day routines and the unexpected.
Key Responsibilities:
The Client Experience: Be the friendly face and voice of our firm. Answer calls/emails, direct them appropriately, and support clients in preparing for appointments or navigating our secure online portals.Workflow & Document Mastery: Manage the flow of client documentation and correspondence. Oversee strict procedures for the retention, protection, retrieval, and disposal of highly confidential records.Operational Support: Maintain office systems, update contact databases, schedule appointments, and coordinate team meetings/events. Scan and upload documents to appropriate file servers.Logistics & Maintenance: Keep our office equipment running uninterrupted. Identify supply needs, make bank deposits, and handle postal deliveries.Culture & Collaboration: Actively foster an inclusive, collaborative, and upbeat office culture. Provide occasional coverage for teammates on vacation/sick leave, and tackle special projects with enthusiasm.
Who You Are (Qualifications & Skills)
You are highly organized, detail-oriented to a fault, and possess a "solution-first" mindset. You respect established hierarchy structures and team dynamics, yet you don't need to be micromanaged to get things done.
A Tech-Savvy Learner: You have high computer literacy and feel completely comfortable diving into a variety of new software applications and platforms.An Exceptional Communicator: You can edit and proofread reports with a keen eye, and you maintain crystal-clear lines of communication with management.Adaptable & Resilient: You can multitask under pressure and are willing to work additional hours—including weekends—during our peak busy seasons (typically March–April and September–October).Trustworthy: You have a proven track record of handling sensitive, confidential financial material with the utmost discretion.
Education & Experience Requirements
The Must-Haves:
High School Diploma.2–3 years of experience in a professional office setting.Proficiency with Windows, Microsoft Office, and Google Suite.Must demonstrate eligibility to work in the United States.Compliance Check: Candidates must be fully compliant with their own federal, state, and local tax filing requirements (proof of compliance is a condition of hire).The Awesome-to-Haves (Preferences):
Previous experience working specifically within a tax or accounting office.At least 1 year of accounting knowledge.Completion of college-level writing classes.What We Offer
A stable, 25–40 hour work week in a professional, modern office environment.The chance to work with a vibrant, supportive team that values your input and creativity.An engaging workplace culture that believes professional excellence and a positive environment go hand-in-hand.
Judy Gilmer Tax Services is an equal opportunity employer. We provide employment opportunities to all individuals regardless of race, color, religion, age, sex, sexual orientation, gender identity or expression, national origin, protected veteran status, disability status, or any other status protected by law.
Company DescriptionJudy Gilmer Tax Services is a small, woman-owned business with over 25 years of experience. We focus on serving individuals and small businesses, with a special expertise for military taxpayers. We offer opportunities for personal and professional growth and encourage proactive tax-education development. Our team is ready to teach you as much as you’re willing to learn.Company DescriptionJudy Gilmer Tax Services is a small, woman-owned business with over 25 years of experience. We focus on serving individuals and small businesses, with a special expertise for military taxpayers. We offer opportunities for personal and professional growth and encourage proactive tax-education development. Our team is ready to teach you as much as you’re willing to learn. Read Less