Overview:
We are a small, well-established tax practice in La Mesa seeking a skilled, detail-driven seasonal tax preparer for the upcoming tax season. We are looking for someone who not only knows taxes but genuinely enjoys the work and takes pride in delivering accurate, thoughtful returns for clients. This is a recurring seasonal role, and we hope to bring back the right person year after year. Onboarding and training start in late January. The tax work begins in February, and the schedule is flexible.
We work hard and play hard during tax season. Our team culture is genuinely supportive, with weekly team-building activities and pre-, mid-, and post-season celebrations. Even when things get busy, we enjoy what we do and value each other.
If you’re looking for steady seasonal work, you thrive in a collaborative environment, and you’re the type of person who can read a tax return like a second language, we’d love to hear from you.
Responsibilities:
Review and organize client tax documents
Enter and prepare returns in Lacerte
Identify missing information and follow up with clients
Work on-site in our office (remote work is not available due to the nature of the role)
Qualifications (Required):
EA, CPA, or CTEC certification
Minimum 3 years of hands-on tax preparation experience, especially with Form 1040
Strong communication, analytical, research, and computer skills
Current, valid PTIN
Accuracy, reliability, and punctuality are essential
Preferred Experience:
Lacerte tax software
Familiarity with SmartVault software
Preparation of entity returns (1120/1120S, 1065, 1041)
If you’re a tax professional who values teamwork, accuracy, and a positive work environment, we’d be excited to connect with you.
