Experienced Tax Preparer, California
Experienced Tax Preparer, California
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California, USA -
Posted: 06/08
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Description
Job Type: Full-Time or Seasonal (January-April)
About Us
We are a client-focused tax and advisory firm dedicated to delivering personalized, high-quality service across individual, business, and trust taxation. We value professionalism, integrity, and efficiency and were looking for an experienced tax preparer to join our California team.
Position Overview
We are seeking a proficient and detail-oriented tax preparer who is experienced in federal and California state tax return preparation. The ideal candidate will be skilled in handling complex individual and small business tax situations and capable of working independently while meeting firm deadlines.
Key Responsibilities
Prepare and review 1040, Schedule C, 1120-S, 1065, and state returns, with a strong emphasis on California tax law
Conduct client interviews to gather data and clarify tax issues
Identify potential tax credits and deductions to optimize client savings
Maintain accurate workpapers and documentation for each return
Address client inquiries and follow up on tax return status
Ensure compliance with federal and California state tax regulations
Stay current with tax law updates and apply them appropriately
Required Qualifications
Minimum 3+ years of recent experience preparing federal tax returns
Valid IRS PTIN
Registered as a CTEC Tax Preparer
or exempt: CPA, EA
Strong understanding of California individual and small business tax regulations
Proficiency with Lacerte, ProConnect
Excellent communication and organizational skills
Ability to manage multiple returns in a deadline-driven environment
Preferred Qualifications
Credentialed as a CPA, EA, or AFSP participant
Experience with tax resolution or IRS correspondence
Compensation & Benefits
Competitive hourly or salaried pay (commensurate with experience)
Bonus opportunities based on performance
Flexible hours with remote/hybrid options
Company-provided training and CE support
Supportive and collaborative work environment
Compensation & Benefits
Competitive Salary – Commensurate with experience
Retirement Plan with Employer Match
Paid Time Off (PTO) – Includes vacation and personal wellness days
AFLAC Supplemental Insurance – Voluntary options for accident, critical illness, and disability coverage
Professional Development Support – For certifications, training, and growth
Tech Tools & Systems – firm-wide platforms
Team Support – Work with the backing of a larger statewide firm
Work Culture – High-integrity, client-focused, and community-centered
About Us
We are a client-focused tax and advisory firm dedicated to delivering personalized, high-quality service across individual, business, and trust taxation. We value professionalism, integrity, and efficiency and were looking for an experienced tax preparer to join our California team.
Position Overview
We are seeking a proficient and detail-oriented tax preparer who is experienced in federal and California state tax return preparation. The ideal candidate will be skilled in handling complex individual and small business tax situations and capable of working independently while meeting firm deadlines.
Key Responsibilities
Prepare and review 1040, Schedule C, 1120-S, 1065, and state returns, with a strong emphasis on California tax law
Conduct client interviews to gather data and clarify tax issues
Identify potential tax credits and deductions to optimize client savings
Maintain accurate workpapers and documentation for each return
Address client inquiries and follow up on tax return status
Ensure compliance with federal and California state tax regulations
Stay current with tax law updates and apply them appropriately
Required Qualifications
Minimum 3+ years of recent experience preparing federal tax returns
Valid IRS PTIN
Registered as a CTEC Tax Preparer
or exempt: CPA, EA
Strong understanding of California individual and small business tax regulations
Proficiency with Lacerte, ProConnect
Excellent communication and organizational skills
Ability to manage multiple returns in a deadline-driven environment
Preferred Qualifications
Credentialed as a CPA, EA, or AFSP participant
Experience with tax resolution or IRS correspondence
Compensation & Benefits
Competitive hourly or salaried pay (commensurate with experience)
Bonus opportunities based on performance
Flexible hours with remote/hybrid options
Company-provided training and CE support
Supportive and collaborative work environment
Compensation & Benefits
Competitive Salary – Commensurate with experience
Retirement Plan with Employer Match
Paid Time Off (PTO) – Includes vacation and personal wellness days
AFLAC Supplemental Insurance – Voluntary options for accident, critical illness, and disability coverage
Professional Development Support – For certifications, training, and growth
Tech Tools & Systems – firm-wide platforms
Team Support – Work with the backing of a larger statewide firm
Work Culture – High-integrity, client-focused, and community-centered
Highlights
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Company name—three sister companies united by one mission -
Job positionExperienced Tax Preparer
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