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2 Tax Preparer Jobs in San Rafael, CA

San Rafael, CA | Full Time
$86k-106k (estimate)
4 Months Ago
Smith & Company
San Rafael, CA | Full Time
$59k-74k (estimate)
Just Posted
Tax Preparer
$86k-106k (estimate)
Full Time 4 Months Ago

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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.


-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


-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


  • Health insurance
  • Work from home


  • 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?


  • Bachelor's (Preferred)


  • Tax Preparation: 2 years (Preferred)

Work Location: One location

Job Summary


Full Time


$86k-106k (estimate)








100 - 200




$5M - $10M

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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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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.

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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.

Florida Southern College
Colby College
Dartmouth College
University of Notre Dame
Western Washington University
Canisius College
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