What are the responsibilities and job description for the Tax Preparer position at Wealth Compass Tax & Accounting?
Overview
We are a full-service tax and bookkeeping firm for individuals and small business owners where quality, service, and value are paramount. Many of our clients are small business owners with a variety of tax prep needs: Individual returns, Business returns for C-Corp, S-Corp, LLC's; Multi-State, and Military returns. Our firm is looking to add a capable team member with 3 years of experience in moderate to advanced tax preparation including individual, sole proprietor business, and entity returns. Any bookkeeping knowledge is a benefit This is a seasonal, full-time position with the potential to be hired beyond the tax season
Responsibilities
- Individual Returns
- Military/Multi/Out-of-State Returns
- Entity Returns: C-corp, S-corp, LLC, partnerships
- In-person and Potential Remote Client Tax Preparation
- Secure Client File Sharing
- Paperless workflow
- High level of comfort with variety of software, systems, and technology
Qualifications and Skills
- IRS PTIN registration required - current through 2026
- CTEC registration required - current through 2026
- 3 years of experience in moderate to advanced tax preparation including individual, sole proprietor business, and entity returns
- 2 years of experience with Lacerte Tax Prep Software
- 1 years of experience with TaxDome Software
- Detail oriented, ability to plan, extremely organized, complete work with minimal supervision.
- Ability to meet tight deadlines, solve problems and adapt to changing priorities.
- Word, Excel, Outlook
- CRM software knowledge
Job Type: Full-time, Seasonal
Location: Accounting office in Escondido, CA
Salary: $65K-$75K per full year, prorated for the tax season
Pay: $ $36.06 per hour
Expected hours: 40.0 per week
Work Location: In person
Salary : $65,000 - $75,000