We are a small independent tax and investment firm looking for a highly experienced tax preparer with broad skills to help us during tax season. We are looking for someone full-time, but we are very flexible and can reduce hours to more like 25 hours per week depending on needs. We can work with you to schedule the hours with some flexibility, such as a 4 day workweek or evenings. Most of these hours would need to be done in our office in West Dublin, but as you gain experience with our software and systems more can be done from home.
Needed skills and experience:
-An active EA or CPA license, and 8+ years of personal income tax preparation experience. 2 years+ S-corporation return experience is also required.
-The ability to complete 1040, 1065, & 1120S federal income tax returns with state from start to finish for returns including schedules A, B, C , & E in an efficient and accurate manner.
-Very strong English fluency and communications skills, both written and verbal.
-Computer literacy with windows systems and Microsoft Office.
-Familiarity with Thompson Reuter’s Ultra Tax or Taxdome is a huge plus.
-The ability to learn new things easily.
-Good organizational skills and the ability to switch between and track several projects without getting disoriented.
-The ability to research answers on non-complex issues that you may not be familiar with.
Required duties would include:
- Completion of 1040 federal income tax returns and 540 CA State returns, as well as 1120S corporate returns to a lesser extent, and possibly some 1065 partnership returns. (Management will be the one signing the returns.)
- Reviewing returns prepared by junior staff, giving them notes as to what revisions need to be made and why.
- Communicating clearly what tasks have been completed, what still needs to be finished, and questions that need to be presented to the client.
- Communicating with the clients to obtain missing information or files.
- Discussing returns with clients, and answering their questions.
- Assisting junior staff by answering questions.
- Assisting in the innovation of our workflow/ practice by sharing your experience and ideas.
After April ends there may be more work available only if desired, but it would be at a reduced volume. We do not have mandatory overtime, and we are a fixed fee based company, so you don’t have to track billable hours.
Compensation is a minimum of $55/hr; higher qualifications can result in a higher rate. Please send your application with a resume showing your relevant experience and skills. Include the letters ATP in the title of your application to prove your attention to detail.
Job Type: Part-time to full time
Pay: From $55.00 per hour
Benefits:
Flexible schedule
Limited work from home
Two paid days off during tax season
Experience:
US individual tax preparation: 8+ years (Required)
US S-Corp tax preparation 2+ years (Required)
Ultra tax: 1 year (Preferred)
Taxdome: 1 year (Preferred)
License/Certification:
CPA or EA license (Required)
Work Location: In-office, with remote available on a limited basis as required
