Job Description

Overview

Nelson Financial Planning is a financial planning firm in Winter Park that provides tax preparation services to its clients. Our mission is to provide our clients with a cost-effective, consistent, and superior retirement plan that minimizes their taxes. We are looking to expand our tax department with another licensed professional to assist with tax preparation during spring busy season. Your responsibilities will mostly consist of tax preparation of Form 1040, as well as analyzing potential tax-savings strategies and answering tax questions for our clients.

Responsibilities

Tax preparation of Form 1040, including Sch. C Business, Sch. E Rental, and Sch. F Farm schedules Minimal tax preparation of small business returns, including Form 1120S and Form 1065 Analyze client situations and determine if tax-saving strategy applies

Experience

Holds an active CPA license Computer skills with proficiency in Microsoft Excel, Word, and Outlook Experience with CCH Axcess is a plus Detail orientated Highly productive

Hours/Benefits:

Start January 26, 2026 and End April 15, 2026 (12 weeks) Hourly pay Flexible hours, with a minimum of 20 hours a week and maximum of 40 hours a week Work-from-home or in-person options available Tax software and laptop computer provided
Job Types: Full-time, Part-time, Seasonal

Pay: $35.00 - $50.00 per hour

Expected hours: 20 - 40 per week

Benefits:

Flexible schedule
Work Location: Hybrid remote in Winter Park, FL 32789