What are the responsibilities and job description for the Tax Accountant / Preparer position at Fact Professional Inc?
We are a busy mid-sized dynamic and growing CPA firm in the San Fernando Valley seeking a Tax Accountant /Preparer to join our Tax Department. Our team defines success through exceptional service, strong technical knowledge, and the ability to adapt to evolving technology in serving clients.
REQUIREMENTS:
- Minimum 3 years of experience in an accounting or tax preparation role
- Strong understanding of Federal and California tax law for individuals, corporations, and partnerships
- Proven ability to prepare clean, accurate tax returns with minimal review notes
- Ability to analyze financial statements, bookkeeping reports, and prior year returns
- Excellent research, analytical, and writing skills
- Excellent verbal and written communication skills
- Strong organizational skills with high accuracy and attention to detail
- Excellent computer skills with Microsoft Office
- Experience with Intuit ProSeries and QuickBooks preferred
- Completion of CTEC continuing education
- Valid and current PTIN
- EA or CPA license is a plus but not required
RESPONSIBILITIES:
- Prepare Federal and state income tax returns for individuals, corporations, partnerships, and multi state filings
- Review financial statements, QuickBooks files, workpapers, and prior year returns to determine correct tax treatment
- Assisting with tax planning strategies based on the client’s financial situation.
- Conduct tax research to confirm proper handling of specific transactions or issues
- Ensure returns meet internal quality control standards prior to manager review
- Stay up to date with changes in tax laws and regulations
- Collaborating with the Tax Managers and Senior Preparers on complex returns and special projects
- Maintaining confidentiality of sensitive client information at all times.
BENEFITS:
- Medical Insurance
- Vacation, Personal/Sick, and Holiday Pay
- 401K & Profit-Sharing Plan
- Performance based bonus eligibility
-
Stable and growing company with opportunities for professional development