Careers at K2 Tax Solutions

Maintain accurate financial records for our clients, including reconciling accounts, processing accounts payable and receivable, and managing payroll. Proficiency in QuickBooks is preferred. Attention to detail and strong organizational skills are essential.

• •Reconcile bank and credit card accounts
• •Manage accounts payable and receivable
• •Process payroll for client businesses
• •Prepare financial reports and statements

Prepare individual and business tax returns year-round with accuracy and compliance. Work directly with clients to gather documents, identify deductions and credits, and ensure timely filings. A valid PTIN is required.

• •Prepare federal and state tax returns for individuals and businesses
• •Review financial records and prior-year returns
• •Identify tax savings opportunities for clients
• •Stay current on tax laws and regulations

Join our team during peak tax season to prepare individual tax returns. Ideal for experienced preparers seeking temporary work. A valid PTIN is required. Flexible scheduling available.

• •Prepare individual federal and state tax returns
• •Conduct client interviews to gather tax information
• •Ensure accurate and timely filings
• •Provide excellent client service during peak season

Start your career in tax preparation! We provide comprehensive training — no prior experience required. Learn to prepare individual tax returns, work with clients, and grow within the firm. Strong math and computer skills needed.

• •Complete our in-house tax preparation training program
• •Assist senior preparers with client documentation
• •Prepare basic individual tax returns under supervision
• •Build knowledge of tax software and regulations

Drive business growth by generating leads, building client relationships, and supporting marketing initiatives. Reach out to prospective clients, follow up on inquiries, and help expand our client base in the Chicago area.

• •Generate and qualify new business leads
• •Follow up with prospective and existing clients
• •Support marketing campaigns and outreach
• •Maintain CRM records and report on activity

Support daily office operations, including client communications, scheduling, document management, and administrative tasks. Thrive in a fast-paced environment while keeping the office organized and efficient.

• •Manage client communications and appointment scheduling
• •Organize and maintain client files and documents
• •Assist with data entry and office administration
• •Coordinate with team members across departments