We are a Franchise Tax Preparation firm looking for qualified individuals who have experience as a Tax Preparer to join our team. Office prepares over 1,300 returns per year.
Overview of role and Responsibilities:
- Prepare tax returns including 1040 individual tax returns, 1120-S, 1065, 1041’s,
amended returns and state returns.
- Must-have: CTEC License (Active/Renewed) & PTIN or be an Enrolled Agent or have CPA License.
- Familiar with 1040 Schedules A, C, D, and E preparation.
- Experience with Drake Tax Software preferred and Quickbook/QB Online/ Xero experience a major plus but not required.
- Tax Prep will contact clients if additional tax documents are needed or answer any questions regarding the tax returns.
- Skilled at using tax preparation software and experienced in troubleshooting common tax problems.
- Proficient computer skills, and strong written and verbal communications skills.
- Experience with research tax handbooks or IRS materials/codes to determine the proper procedure for preparing challenging returns.
Job Type:
- Part-time/ Full-time
- Start date approx Jan 15, 2025
- Monday - Friday (possibly some Saturdays)
- Between 9am-7pm
- Seasonal position with opportunity for year-round
Work setting: In-person
Experience:
- Customer service: 1 year (Preferred)
- Tax: 1 year (at least)
Ability to Commute: Costa Mesa, CA 92626