Tax Prep Support & Document Liaison
Five Star Tax Resolution
Five Star Tax Resolution in Costa Mesa, CA is seeking a Tax Prep Support Specialist to manage client communications and document collection for tax returns. This role acts as the liaison between clients and the Tax Prep team to ensure all required documents and schedules are gathered, reviewed, and prepared for handoff. The ideal candidate is highly organized, detail-oriented, and capable of maintaining accurate CRM notes while following up on missing items. #J-18808-Ljbffr Five Star Tax Resolution
- ...are seeking a highly organized and detail oriented Tax Prep Support Specialist to support our tax preparation process from the client communication and document collection side. This role serves as the primary liaison between the client and the Tax Prep team, helping ensure...DocumentTaxSelf employmentWork at office
- Experian in Costa Mesa, CA, is seeking a capable legal support professional to report to the VP of Litigation. This hybrid role requires... ...hundreds of lawsuits annually. You will file and prepare documents, coordinate with attorneys and paralegals, organize case files,...DocumentWork at office1 day per week
- ...activities while strengthening controls, supporting compliance, and delivering financial... ...transactions, reconciliations, and supporting documentation for accuracy and completeness.•... ...reporting.• Ensure timely completion of tax filings and other required reporting at...DocumentTaxLocal area
$134.28k - $164.12k
...smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our... ...shareholder statements, shareholder applications, regulatory documents and tax forms. Manage challenging client relationships and/or fund...DocumentTaxFull timeWork at officeLocal areaRemote workFlexible hours3 days per week- ...Assistant Manager of Accounting & Finance to support the financial operations of our growing... ...activitiesLiaise with external auditors, tax professionals, and compliance agencies... ...and business partners; translate financial documents as neededQualificationsBachelors degree...DocumentTaxOverseas
$18 - $30 per hour
...servicing workflow, assisting other loan support specialists as needed and keeping leadership... ...of highly complex retail lending documents, regulations, policies and procedures. Acts... ...document creation, lien perfection, escrow/tax support, flood review or general ledger reconciliation...DocumentTax- ...values‑driven environment. We’re proud to support our communities through volunteerism,... ...IMPACTTechnical AccountingLead research and documentation of complex U.S. GAAP and IFRS accounting... ...initiatives.Advise Accounting & Tax leadership and stakeholders on accounting...DocumentTaxFull timeWork at officeLocal areaImmediate start
- ...compliance with payroll regulations and documentation. Core Accounting Operations Oversee... ...strong attention to detail. Sales Tax & Compliance Calculate and file U.S.... ...activities. Reporting, Analysis & Forecasting Support Build and maintain custom reports for...DocumentTaxFull timeRemote work
$23 - $27 per hour
...Operations, Shipping, Planning, Production Support, and other internal teams to support day... ...purchase orders, contracts, shipping documentation, and order entry prior to invoicing to ensure... ...terms, and relevant regulations (tax, export controls, etc.). Provide documentation...DocumentTaxWeekend workDay shift- ...resources that are ready and willing to support your ideas, build your skills, and expand... ...financial information, accounting records, tax returns, and court pleadings in support... ...Assisting with litigation discovery on document requests. Financial modeling and analysis...DocumentTaxContract workLocal areaFlexible hours
$88k - $118k
..., switches, and cloud-based applications Document and maintain client technology roadmaps,... ...events or changing priorities Training, support or consulting advisory experience is preferred... ..., and Wipfli Advisory LLC provides tax and business consulting services to its clients...DocumentTaxTemporary workWork at officeLocal areaFlexible hours$150k
...Description & SummaryAt PwC, our people in tax services focus on providing advice and... ...you will focus on providing guidance and support to clients on transfer pricing matters. In... ...Competence in preparing and presenting intricate documents- Proven experience in leading teams and...DocumentTaxFull timeTemporary workH1b$100k - $150k
Cerity Partners LLC, based in Irvine, is seeking a Senior Tax Accountant to join their wealth management team. This hybrid position involves preparing and reviewing personal and fiduciary income tax returns, strategic advisory services, and maintaining strong relationships...Tax- ...SmartStreet™. Banc of California is committed to supporting its local communities through the Banc... ...with service partners to route calls, documents or other action items to complete... ...supplemental life, long-term disability, pre-tax Health Savings Account with employer...DocumentTaxFull timeTemporary workWork experience placementWork at officeLocal areaImmediate startFlexible hours
$91k - $321.5k
...technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of... ...Manage contract reviews and support engagement planning by applying risk management... ...judgment to drive timely stakeholder decisions, documenting positions and approvals, and maintaining...DocumentTaxContract workH1b$24 - $25 per hour
...CA At TaxRise, we don't just provide tax relief services; we provide hope, stability... ...clear guidance regarding required documentation and next steps Demonstrate empathy while... ...Recognize when an issue requires additional support Partner with leadership or other...DocumentTaxHourly payFull time$140k - $210k
...proposals, conducts interviews, and negotiates contracts with clients Supports firm's relationships with client management personnelResponsible... ...off and holidays, comprehensive health insurance coverage, pre-tax savings account options for healthcare, dependent care and...TaxFull timeLocal areaFlexible hours$80k - $90k
...prosecution matters, from pre-filing to grant, in support of the patent prosecution practice. This... ...preparation and filing of patent related documents with the USPTO. Ensure legal documents... ...Short and Long-Term Disability Pre-Tax Benefit Programs The expected annual salary...DocumentTaxTemporary workWork at office- ...seeking a capable, part-time Family Office Accounting & Tax Associate to support the bookkeeping, accounting, tax coordination, and... ...maintaining accurate financial information, coordinating tax documentation, and working directly with clients to resolve outstanding...DocumentTaxPart timeFor contractorsWork at officeRemote workWork from home
$131.6k - $249.78k
..., hybrid position will be part of a team supporting the delivery of consulting projects as well... ...to complete necessary research and document the process used to reach conclusions.Travel... .... Flexible Spending Accounts (FSA) - Pre-tax savings for dependent care, transportation...DocumentTaxFull timeTemporary workWork experience placementWork at officeLocal areaWorldwideFlexible hours$24 - $26 per hour
...Tax Preparation Account Manager Irvine, CA At TaxRise, we don't just provide tax... ...rewards excellence! What You'll Do Document Collection & Review: Request and gather... ...clients and internal staff. Administrative Support: Assist in preparing engagement...DocumentTaxHourly payFull time$106.5k - $221.7k
...complex challenges, then come join our dynamic FSO team! Private Tax is a growing practice within EY, and you'll see that growth... ...and exciting client base. In return, you can expect plenty of support designed around your own personal skills and experience. As...TaxFull timeWork experience placementSummer holidayImmediate startFlexible hours$134.46k - $184.89k
...alignment, and execution of rate actionsDrive client strategies that support key business priorities, including:Persisting customers through... ...and all information therefrom in accordance with Guardian’s document retention policy, a copy of which you may request via ****@*****.***...DocumentFull timeH1bWork at officeWork from homeVisa sponsorshipWork visaFlexible hours- ...onboarding session through ongoing day-to-day support. This role is an even split between... ...processes into the over.vu environment, documenting as you go Develop and maintain onboarding... ...Spending Account (FSA) – Set aside pre-tax dollars for qualified healthcare and dependent...DocumentTaxTemporary workSummer holidayWork at officeFlexible hours
- ...SmartStreet™. Banc of California is committed to supporting its local communities through the Banc... ...to carry out instructions, interpret documents, understand procedures, write reports... ...life, long-term disability, pre-tax Health Savings Account with employer contributions...DocumentTaxFull timeTemporary workWork experience placementLocal areaImmediate startFlexible hours
$18 - $30 per hour
...Loan Support Specialist I The Loan Support Specialist I is responsible for the servicing... ...tasks requiring knowledge of loan documentation, regulations, policies and procedures. This... ...document creation, lien perfection, escrow/tax support, flood review or general ledger...DocumentTaxBank staffWork at officeImmediate start$105.38k - $215.38k
Position Summary Are you a delivery-focused tax leader who thrives on individual tax compliance? Do you bring strong risk and... ..., presentation) to run delivery status, align expectations, and support scope discussions.Strong analytical and reporting capabilities with...TaxWork at officeLocal area$55 - $75 per hour
...This traveling Construction Manager role supports industrial environmental construction... ...construction, monitoring safety, managing documentation, and maintaining clear communication with... ...Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions...DocumentTaxContract workTemporary workFor contractorsFor subcontractorWork at officeWeekend work$18 - $23 per hour
...Functions Takes care of day-to-day administrative activities supporting the sales team by servicing accounts with order processing, coordinating... ..., and updates files, databases, records, and/or other documents. Coordinates and schedules flights and hotel accommodations...Document$100.17k - $180.78k
...coordinates with multiple departments including sales, engineering, support, and operations to meet contract commitments and resolve... ...problems. Act as the customer champion in internal discussions, documenting interactions and ensuring service levels are met. Drive timely...DocumentFull timeContract workTemporary workPart timeWork experience placementLocal areaFlexible hours
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