CTEC Certified Tax Preparer and General Office Support
We are a small Point Loma based tax firm looking for someone with CTEC certification to assist in all aspects of tax season and supporting the office and clients. You will be a multitool in the office, complete tax returns, data entry for tax returns, dealing with administrative issues etc.
Responsibilities:
Create/file personal tax returns for review by owner
Tax Interviews
Calculate and estimate tax payments, deductibles, & liabilities
Auditing tax forms for completeness and accuracy
Delivering Tax Returns and collecting payments
Assist with data entry into tax returns
Assist in organizing and maintaining tax-related records and files.
Collaborate with tax team to support ongoing tasks.
Answering Phones and backing up front office staff
Misc Filing, scanning and other admin tasks
Requirements:
CTEC and / or Enrolled Agent Certification
Comfortable doing in person, personal tax interviews.
2-3 years tax preparation experience
Must have knowledge of Lacerte tax prep software, with 2 years minimum experience working with this software.
Excellent computational ability
Effective verbal and written communication skills
Ability to commute to office in Point loma (San Diego)
Software Knowledge Required
Lacerte
Quickbooks
Excel
30 Hours Per Week
Fully In Office
Seasonal Jan 6 – April 18, 2025
Some Saturday’s will be required.
Please email resumes to staff@sdctax.com.
