Full job description
Are you a Tax Professional looking to do more with your expertise and passion? Looking for something new to do with your skillset or to join a growing industry? Join our team to bring real results to clients, year-round, with the satisfaction knowing that you made an impact by helping individuals tackle their tax problems.
Perks:
Paid, industry-leading training and education.
Career paths with mobility.
Top of the line technology provided.
Day-to-Day:
Prepare 1040s, 1065s, 1120, 1120s, 1041s, 941’s, amended returns, state returns.
Consult with clients to discuss a variety of tax planning strategies.
Prepare proper, timely, accurate individual and business tax returns.
Research and seek the advice of senior preparers when confronted with particularly challenging tax circumstances.
Communicate with clients regarding their tax preparation services.
Work with our client’s best interest in mind always.
Inform clients of important paperwork and documentation needed to complete tax returns properly.
You must:
2+ years of Tax preparation experience.
Active or Renewed CTEC License & PTIN.
2+ years' experience completing amended returns.
Familiarity with Schedules A, B, C, D, and E preparation and nuances.
Ability to use analysis to ask meaningful fact-finding questions when presented with limited tax information/source documents.
Knowledge of accounting processes and advanced mathematical skills
Skilled using tax preparation software and experience in troubleshooting common tax program problems.
Proficient computer skills (Google Suite, Typing, Microsoft Office, and Gmail).
Experience consulting tax handbooks or other printed materials to determine the proper procedure for preparing challenging returns.
Strong written and communications skills.
Nice to have:
Drake
CRM experience.
Entity Tax return preparation experience (1065, 1120s and 1120).
Job Type: Full-time
Pay: $30.00-45.00 per hour
Expected hours: 40 per week
Experience:
Tax experience: 1 year (Required)
License/Certification:
CTEC and PIN? (Required)
Ability to Commute:
Tustin Location: Relocate before starting work (Required)
Work Location: In person
