Year-round, not seasonal
We don't close after April 15. Our preparers stay busy — and stay paid — across the full year.
Work With Us · Hiring
Help people file with clarity.
Lucid Management is hiring tax preparers who care about accuracy, plain-language explanations, and year-round client relationships. If tax season is your craft — not just a job — we'd like to meet you.
The craft
Accuracy, explained plainly — season after season.
Open role
Tax Preparer
Locations
Boston · CT · DC
Schedule
Year-round
PTIN
Required
The role
A preparer who treats every return like it's their own.
At Lucid, tax preparation isn't a volume game. We file carefully, explain plainly, and stay in the client's corner long after the return is submitted. You'll own returns end-to-end — from intake through review — and partner with our network when a matter moves past our lane.
This is a role for someone who finds satisfaction in getting the details right and in helping someone finally understand their own financial picture.
What sets this role apart
- Real continuity with clients — not a once-a-year transaction.
- A partner network that backs you up on complex matters.
- Year-round work that keeps your skills sharp and your income steady.
What you'll do
- Prepare and review federal and state individual (1040) and small-business returns with accuracy and care.
- Translate complex tax outcomes into plain language so clients actually understand their return.
- Identify deductions, credits, and planning opportunities that serve the client — not the invoice.
- Stay current on IRS rules, form changes, and filing-season deadlines.
- Coordinate with our partner network of enrolled agents and accountants when a matter escalates.
- Support clients year-round with quarterly planning, amendments, and quick clarifications.
What you'll bring
- 2+ years of hands-on individual and small-business tax preparation experience.
- PTIN (Preparer Tax Identification Number) in good standing — or willingness to obtain one before season.
- Strong working knowledge of Drake, ProConnect, Lacerte, or comparable professional tax software.
- Comfortable with self-employment, rental, investment, and multi-state returns.
- Detail-obsessed. You catch what others miss and document your reasoning clearly.
- Excellent communicator — you can explain a Schedule C to someone who has never read one.
Day to day
Translate the return into something a client actually understands.
You'll sit across from real people, walk them through what was filed, and leave them clearer than they came in.
Why join Lucid
A firm built to keep good preparers around.
A relationship, not a transaction
You build real continuity with clients, not a once-a-year storefront handshake.
Grow your craft
Continuing education, software access, and mentorship from seasoned preparers and EAs.
Backed by a partner network
When a return gets complicated, you're not alone — attorneys, EAs, and advisors have your back.
A team that has your back
Operations, marketing, and finance leaders handle the rest so you can focus on the work.
Flexible & remote-friendly
Serve clients across Boston, Connecticut, and DC — with flexibility that respects your life.
Apply now
Tell us about yourself.
Share a few details and a short note about your experience. We review every application personally and will reach out if there's a fit.
careers@lucidmanagement.com
Locations
Boston · CT · DC
Response
Within 5 business days