1 Tax Preparer Job in San Rafael, CA
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WORKFORCE INC is Hiring a Tax Preparer Near San Rafael, CA
We are seeking a Tax Preparer to join our small, yet well-established CPA firm, located in San Rafael, with over 30 years’ experience, providing accounting, tax & consulting services to an array of clientele including high-net worth individuals and businesses in the San Francisco Bay Area. You will work closely with our team to maintain client relationships and provide excellent client services while preparing individual, corporate, trust and estate returns. Employees will work in-office Monday - Thursday and work from home on Friday's.
Responsibilities:
-Informing clients or employers on the tax preparation process
-Collecting relevant financial records
-Inputting data from financial records into tax return software
-Completing and filing tax documents with appropriate agencies as required
-Acting as a representative for client with applicable agencies as required
-Building customer relationships to promote and expand the business
-Working closely with the tax and Financial Oversight teams
Qualifications:
-Active Enrolled Agent or CPA license preferred-Bachelor’s degree in Accounting preferred
-Previous experience in public accounting firm is a bonus
-Strong organizational, communication and customer service skills required for managing multiple client engagements
-Can work independently
-Familiarity with CCH Axcess tax software is beneficial
-Proficient in Excel, Word, and QuickBooks
-Ability to meet deadlines while multitasking
-Estimated billable hours per year is 1400, with the bulk occurring between February –April and August 15 – October 15.
Job Type: Full-time
Pay: From $73,000.00 per year
Benefits:
- Health insurance
- Work from home
Schedule:
- Monday to Friday
COVID-19 considerations:
We follow current Covid-19 policies
Application Question(s):
- Do you have an active CPA license?
- Are you an active EA (Enrolled Agent)?
- How many years of data entry do you have?
Education:
- Bachelor's (Preferred)
Experience:
- Tax Preparation: 2 years (Preferred)
Work Location: One location
Job Summary
Full Time
$86k-106k (estimate)
01/02/2023
01/30/2023
CHATTANOOGA, TN
100 - 200
2019
$5M - $10M
Related Companies
The job skills required for Tax Preparer include Tax Return, Tax Preparation, Accounting, Customer Service, CPA, Client Service, etc. Having related job skills and expertise will give you an advantage when applying to be a Tax Preparer. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Tax Preparer. Select any job title you are interested in and start to search job requirements.
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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.
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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.
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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.
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Provided excellent customer service during tax preparation procedures through use of effective communication to enhance customer satisfaction and overall experience.
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They advise clients to bring all of their receipts and tax forms before preparing their tax forms.
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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.
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These tax experts must be good active listeners, must have good math skills, strong communication, work with computers, and must be organized.
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Candidates must pass a suitability check of prior criminal background and proper tax return completion.
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Tax preparers must be able to solve complex problems.
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Tax preparers need to be detail-oriented and have a good understanding of the various tax forms and laws, both federal and state.
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Step 3: View the best colleges and universities for Tax Preparer.
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