Tax Compliance and Consulting Assistant

Tax Compliance and Consulting Assistant

01 Dec 2026
California, San francisco bay area 00000 San francisco bay area USA

Tax Compliance and Consulting Assistant

Position Available: Tax Compliance and Consulting Assistant

We provide tax compliance and consulting services to individuals and small businesses across various sectors, including employees, small businesses, and nonprofits. We are seeking a versatile and motivated individual to join our team and assist with servicing our diverse and expanding client base.

Requirements:

Minimum 3-5+ years of experience in a CPA firm environment OR recent master's degree recipient.

Prior experience with:

o Lacerte tax program

o QuickBooks

o Excel

Strong organizational skills with the ability to multi-task, work independently and manage multiple client engagements.

Responsibilities:

Prepare individual, business and nonprofit tax returns.

Assist with tax planning, projections and general consulting.

Support clients across a wide range of needs, including:

o Employees

o Small business owners

o Rental property owners

o Nonprofit organizations

Maintain accurate records and communicate proactively with clients.

Additional Details:

Compensation: Hourly rate commensurate with experience.

Position Type: Part-time and full-time tax season.

Employment Type: Independent contractor or employee options available.

Location: In-office or remote work available.

If you meet the qualifications and have prior experience in these areas, we would love to discuss this opportunity with you.

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