Tax Preparer

Job Description

Job Description

Tax Preparer (Fremont, CA)

Compensation: $50 - $60 per hour

Employment type: Full-time, Part-time

Experience level: Senior level

Job title: Tax Preparer

Job Overview - (In Person / On-Site Position)
Established CPA tax practice in Fremont looking for a CPA, EA, or CPA candidate to join our growing practice. This is an excellent opportunity for someone with exceptional communication skills, a desire to learn, and a great attitude.
The firm provides tax planning and compliance services to individuals and various business entities. We also provide compilation and review services to businesses.
We are a family-oriented firm and can make reasonable accommodations for your individual needs.

Job Responsibilities – Tasks include, but are not limited to the following:
Preparing tax returns for individuals, pass-through entities, and trusts. Conduct work by gathering, sorting, and organizing data and documents, establishing priorities, and communicating with clients.
Prepares federal, state, local tax returns by assembling and analyzing financial information and completing forms using software (QuickBooks and Lacerte are the most common software packages).
Identify outstanding items and manage info collection process by communicating with clients via email and phone.
Maintains compliance with tax regulations by researching current regulations, referring difficult interpretations to supervisor.
Research and respond to notices from taxing authorities
Learning our system, procedures, and software with minimal supervision
Conduct research on various tax matters
Protects operations by keeping information confidential.
Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
Contributes to tax team results by welcoming new and different work requirements; exploring new opportunities to add value to the organization; helping others accomplish related job results as and where needed.

Desired Qualifications:
CPA/EA preferred, or
CPA candidate (passed all parts of the exam)
Degree in accounting or equivalent experience
Excellent communication skills
Experience resolving tax notices from the IRS and FTB
Can work independently
Possess good organizational skills
Tax preparation experience – 4 years (Required)
Experience with Lacerte preferred
Strong Computer Skills
Working knowledge of Excel and Word

Job Type:
Full-time, Part-time

Benefits:
Vacation
Paid Holidays
401k
Profit Sharing