Tax Preparer

Job Description

Job Description

We are looking for a detail-oriented Tax Preparer/Bookkeeper to support tax preparation activities for clients in Marina, California. This Long-term Contract position is ideal for someone who is comfortable handling sensitive financial records, coordinating document collection, and assisting with return preparation in a fast-paced environment. The role requires strong organization, accuracy, and clear communication to help keep filings on schedule and client information well managed.

Responsibilities:

• Gather tax-related records from clients, verify that submissions are complete, and organize materials for efficient processing.

• Enter financial information accurately into tax and accounting systems to support timely preparation of returns.

• Assist with the preparation of individual and business tax filings by compiling supporting data and reviewing documentation.

• Monitor open items on client files and follow up to obtain missing paperwork or clarifications before filing deadlines.

• Maintain orderly electronic and physical records so tax documents can be retrieved quickly and audited easily.

• Communicate with clients and internal staff regarding outstanding requests, filing progress, and scheduling needs.

• Provide day-to-day administrative support, including scanning, filing, calendar coordination, and general office assistance.

• Help the tax team manage seasonal workload priorities by tracking due dates and supporting high-volume periods.

• High school diploma required; additional education in accounting, finance, or a related discipline is preferred.
• Previous experience in tax support, bookkeeping, administrative coordination, or a similar office-based role is preferred.
• Working knowledge of tax preparation software and Microsoft Office applications.
• Strong data entry ability with a high level of accuracy and attention to detail.
• Ability to protect confidential financial and personal information with professionalism and discretion.
• Effective written and verbal communication skills for interacting with clients and team members.
• Strong time management and organizational skills, including the ability to meet deadlines during peak tax periods.
• Familiarity with individual tax returns, tax preparation practices, and tools such as QuickBooks is an advantage.