IN HOUSE OR REMOTE Tax Preparation of mostly 1040 returns with Schedule C, E, sometimes ISO's and RSU's. Some 1065's, 1120-S and 1041's
We use LACERTE and SMART VAULT for accessing the clients scanned tax information, Lacerte organizer and back up tax information.
A file will be assigned based on desired number of files you would like per day.
We will prepare 1,500 tax returns this year, with 65-70% of those before 4-15-24
We need someone with a long history of Lacerte (5+years) use, accurate input, deep knowledge of tax law, and efficient. Happy to pay your per hour fee. This is a 1099 position if you are remote however we will need people throughout the year and for years to come. ENROLLED AGENT is preferred, but we will consider CPA and/or tax preparer with adequate experience. We are located in the Bay Area with two offices. One in San Francisco and the other in Walnut Creek.