Tax Preparer

Job Description

Job Description

We are looking for a detail-oriented Tax Preparer to support tax firm in Marina, California. This is a contract to hire position focusing on gathering financial records, organizing client information, and assisting with accurate return preparation in a fast-paced environment. The role is ideal for someone who can balance precision, confidentiality, and responsive client service during high-volume tax periods.

Responsibilities:

• Gather and organize client tax documents, ensuring records are complete and easy to access throughout the preparation process.

• Enter financial details and supporting tax information into preparation systems with a high level of accuracy.

• Assist in drafting returns for individuals and business entities under the guidance of tax professionals.

• Examine submitted materials for missing items or inconsistencies and communicate with clients to obtain needed information.

• Monitor filing timelines and help the team stay on schedule during peak deadlines.

• Maintain orderly digital and physical records to support compliance and efficient document retrieval.

• Provide updates to clients regarding outstanding documents, return progress, and next steps.

• Handle administrative tasks such as scheduling, scanning, and general file management to keep daily operations running smoothly.

• High school diploma required; additional education in accounting, finance, or a related discipline is preferred.
• Previous experience in tax support, bookkeeping, administrative work, or a similar office-based role is preferred.
• Working knowledge of tax preparation software and Microsoft Office applications.
• Strong data entry ability with careful attention to accuracy and detail.
• Ability to safeguard confidential financial information and exercise sound discretion.
• Effective written and verbal communication skills for interacting with clients and internal team members.
• Strong organizational skills with the ability to manage multiple priorities and meet deadlines.
• Familiarity with individual tax returns and tools such as QuickBooks is a plus.