What are the responsibilities and job description for the Tax Preparer position at My Virtual Tax Shop?
Company Description
My Virtual Tax Shop offers fast and accurate tax filing services for individuals and businesses in Southern California. Established in 2019, the company specializes in 24-hour turnaround for tax preparation after receiving all necessary documents. With a modern, digital approach, the firm ensures a seamless, stress-free, and expert filing experience. Clear communication and efficiency are central to delivering high-quality service to clients.
Role Description
This is a full-time, on-site role for a Tax Preparer based in Los Alamitos, CA. The Tax Preparer will oversee the preparation and filing of individual and business tax returns, ensure compliance with tax regulations, and communicate effectively with clients to gather necessary financial information. Additional responsibilities include reviewing financial statements and providing guidance on tax-related matters to assist clients in achieving their financial goals.
Qualifications
- Experience in Tax Preparation and Tax compliance
- Experience preparing the following forms: 1040, Schedule C & E, 1065, 1120, 1120-S, 1041, etc.
- Strong knowledge of Profit and Loss Statements and Balance Sheets, and how they apply to tax returns
- Good understanding of Tax and Tax Law principles
- Detail-oriented with analytical and problem-solving skills
- Proficiency in tax preparation software and basic computer skills (ProConnect and/or Lacerte considered a plus
- Effective communication and client management skills
- Prior experience in a similar role or related field is a plus
- Bachelor’s degree in Accounting, Finance, or a related field. Experience in lieu of degree considered.
- Experience in an accounting or advisory role is a plus.
