Tax Preparer

In this role, you will work directly with clients to prepare and review individual and business tax returns, ensuring compliance with federal, state, and local regulations.

Key Responsibilities:

• Prepare accurate and timely tax returns for individuals, corporations, and partnerships
• Conduct thorough reviews to ensure accuracy and adherence to tax laws
• Provide clients with sound advice on tax-related matters, including deductions and credits
• Stay up-to-date on the latest tax regulations and industry standards
• Collaborate with team members to streamline processes and improve client satisfaction
• Maintain client confidentiality and manage sensitive information

Qualifications:

• Certifications: CTEC (California Tax Education Council) and/or PTIN (Preparer Tax Identification Number) is beneficial
• CPA certification is a plus but not required
• Experience: Open to entry-level candidates as well as those with experience in tax preparation

Skills and Attributes:

• Strong analytical skills and attention to detail
• Excellent communication skills for interacting with clients and team members
• Proficiency in tax software and Microsoft Office, especially Excel
• Ability to work under deadlines and manage multiple tasks