Tax Preparer

Summary:

You’ll work closely with our clients and calculate their taxes, including returns, liabilities, deductions, and expenses. You will review the accuracy of the data on tax forms based on all tax rules and regulations. To succeed in this role, it’s important to have advanced mathematical skills and the ability to analyze complex data.

Responsibilities:

• Inform clients about the tax preparation process and filing requirements
• Collect and organize financial records, including pay stubs, income statements, bank records, and prior-year returns
• Input and verify financial data using tax preparation software
• Apply federal, state, and local tax laws to determine deductions, credits, and liabilities
• Prepare and review a variety of tax returns, including Individual (Form 1040 with Schedules A, B, C, D, E), Partnership (Form 1065), S Corporation (Form 1120S), C Corporation (Form 1120), Amended returns (Form 1040X, 1120X, etc.), and multi-state returns.
• File completed returns with the IRS and state/local agencies
• Represent clients before tax authorities when needed, including reviewing IRS transcripts (e.g., AT’s, WITS)
• Ensure accuracy, compliance, and confidentiality in all client matters
• Build strong client relationships to encourage repeat business and referrals
• Assist with complex returns involving multiple income streams, investments, or small business ownership

Qualifications

• Proven tax preparation experience with both individual and business returns (1040, 1065, 1120, 1120S)
• Strong understanding of accounting principles and financial concepts
• Experience preparing multi-state and amended returns
• Ability to read and interpret IRS transcripts (AT’s, WITS)
• Excellent mathematical and analytical skills with strong attention to detail
• Proficiency in tax preparation software (ProSeries experience is a plus)
• Active and valid CTEC registration (if applicable) and PTIN
• Ability to handle sensitive financial information with professionalism and discretion

Essential Job Requirements:

• Ability to remain in a stationary position (sitting or standing) for extended periods.
• Ability to operate a computer and standard office equipment on a daily basis.Ability to communicate clearly and effectively, both verbally and in writing.
• Ability to interact professionally with clients over the phone and by email.
• Must be able to occasionally lift or move office materials up to 10 pounds.
• Ability to follow verbal and written instructions, manage time effectively, and prioritize tasks.

Hours:
8am to 5pm PST - Monday through Friday / Full-Time (Weekends off)
or
7am to 4pm PST - Monday through Friday / Full-Time (Weekends off)

Job Type: Full-time

Pay: $27.00 - $32.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Experience:

• Tax Preparation: 3 years (Required)

License/Certification:

• CTEC and PTIN (Required)

Ability to Commute:

• Encino, CA 91436 (Required)

Work Location: In person

Salary : $27 - $32