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1 Tax Preparer Job in Orange, CA

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Winter & Lozano CPAs Inc
Orange, CA | Full Time
$63k-79k (estimate)
6 Months Ago
Tax Preparer
$63k-79k (estimate)
Full Time 6 Months Ago
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Winter & Lozano CPAs Inc is Hiring a Tax Preparer Near Orange, CA

We are a small CPA firm that services small/mid-sized businesses, complex flow through entities, high-net worth clients, individuals and fiduciaries navigate the challenges of the tax compliance. You will not be bored working with us! We have a diverse clientele in: real estate sales, ownership and development, manufacturing, venture capital/private equity funds, medical field, retail, restaurants and professional services. We are located in the city of Orange, CA.

We are looking for an experienced tax professional to join our team. The ideal candidate will have familiarity with corporate tax and the professionalism necessary for the effective diagnosis, solution, development, communication and implementation of clients’ tax requirements.

This position is responsible for keeping management informed on the status of their work and of any problems that may arise. This position may assist clients by providing a full spectrum of individual, partnership, and S-Corp tax services. This will include planning, research and compliance. Technical skills are necessary to assist in all tasks associated with tax engagements.

This position has tremendous growth opportunity. We have a great firm culture and small office charm.

Minimum Requirements:

- CPA or EA required (willing to interview CPA candidates on their way to licensing)

- Ability to conduct tax research with minimal assistance from management

- Prepare, review and organize federal and state tax returns for partnerships, C corporations, S corporations, fiduciaries and individuals

- Ability to handle/research/detail client accounting discrepancy issues with little-to-zero assistance from management

- All applicants must be willing to take a test for minimum accounting knowledge

- Ability to communicate with IRS and equivalent state regulatory agencies both verbally and in writing

- Minimum 3 years of experience in a public accounting firm or related experience

- Candidate must be able to take a disorganized client from initial meeting to finished tax return

Preferred Requirements

- Pro Systems Fx experience

- QuickBooks desktop and online knowledge.

- Able to train others

- Strong tax fixed asset knowledge

Job Type: Full-time

Pay: $60,000.00 - $85,000.00 per year

Benefits:

  • Flexible schedule

Compensation package:

  • Bonus opportunities

Experience level:

  • 2 years

Weekly day range:

  • Monday to Friday

Experience:

  • Tax preparation: 2 years (Preferred)

License/Certification:

  • CPA (Preferred)

Work Location: In person

Job Summary

JOB TYPE

Full Time

SALARY

$63k-79k (estimate)

POST DATE

11/05/2023

EXPIRATION DATE

05/02/2024

WEBSITE

taoscpa.com

HEADQUARTERS

Orange, CA

SIZE

<25

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Winter & Lozano CPAs Inc
Full Time
$44k-54k (estimate)
7 Days Ago

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The following is the career advancement route for Tax Preparer positions, which can be used as a reference in future career path planning. As a Tax Preparer, it can be promoted into senior positions as a Tax Research Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Tax Preparer. You can explore the career advancement for a Tax Preparer below and select your interested title to get hiring information.

If you are interested in becoming a Tax Preparer, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Tax Preparer for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Tax Preparer job description and responsibilities

Tax preparers help clients understand their financial situation and create annual budget plans, which can help expedite the process of filing tax returns.

01/10/2022: Denver, CO

An efficient tax preparer will analyze data submitted by clients to ensure that they benefit from this expertise with a positive outcome from tax authorities.

12/25/2021: Manchester, NH

Calculates proper fee to charge each customer for tax preparation services based on the complexity of each form and the amount of time required for the work.

12/24/2021: Gainesville, FL

Provided excellent customer service during tax preparation procedures through use of effective communication to enhance customer satisfaction and overall experience.

02/17/2022: Lexington, KY

They advise clients to bring all of their receipts and tax forms before preparing their tax forms.

01/02/2022: Hartford, CT

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Tax Preparer jobs

Performing tax preparer duties require keeping up to date on the continually changing tax codes and having knowledge of both federal and state tax laws.

01/05/2022: Las Cruces, NM

These tax experts must be good active listeners, must have good math skills, strong communication, work with computers, and must be organized.

01/23/2022: Winston Salem, NC

Candidates must pass a suitability check of prior criminal background and proper tax return completion.

02/04/2022: Baltimore, MD

Tax preparers must be able to solve complex problems.

01/02/2022: Salt Lake City, UT

Tax preparers need to be detail-oriented and have a good understanding of the various tax forms and laws, both federal and state.

01/19/2022: La Crosse, WI

Step 3: View the best colleges and universities for Tax Preparer.

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