Coronado tax preparation firm seeking an experienced tax preparer to prepare Individual and Trust tax returns. Other duties will include tax planning with clients, working with IRS and FTB on clients’ tax issues, potentially reviewing returns completed by other preparers, and preparing HOA returns (no prior experience on HOAs necessary).
This position offers a huge level of flexibility and freedom when it comes to hours and vacations. Outside of tax season we encourage time off for vacations or afternoons off to spend time with family. Generally you will need to work about 32 hours per week to get the work done outside of tax season. We also encourage work from home a couple days of the week. We are a small office and we service mostly clients with higher billing, which means we don’t work insane hours, even during tax season (estimated 40-50 hours per week in February and 50-60 hours per week from about March 1 to about April 15th). We are hoping to find a long term employee who can grow with our business. Ideally we want somebody who wants to grow the business and eventually run the tax side of the business while the current owner steps back from the tax side of the business to focus on the financial advising side of the business. Estimated pay over the first year is approximately $80,000-$100,000 with annual increases. We pay a base salary of $80,000 and have a generous bonus program based on amount of billable work completed. Our other preparer in the office will make about $130,000 this year. Benefits include a retirement plan with company matching, health benefits, hybrid of in office and work from home (especially outside of tax season), and considerable time off. We strive to have a good work/life balance.
Minimum requirements: three years of experience preparing tax returns and an EA or CPA designation. We use Lacerte software so that is a plus. The ideal candidate has good communication skills and experience working with affluent clients (typically having extensive brokerage statements, rentals, and small businesses). The candidate must have knowledge of advanced tax preparation concepts (like selling rentals, K-1s, small businesses), knowledge of legislation, willingness to research issues as required, and be detail oriented while striving to quickly complete tax returns.
