Tax Solutions Specialist (Full-Time)
Job Description:
Are you passionate about helping people navigate the complexities of taxes — and want to work somewhere that values collaboration, precision, and personality? We are seeking a Tax Solutions Specialist to join our team full-time! This role goes beyond traditional tax preparation — you’ll be an integral part of a firm that prides itself on offering top-notch client service with a personal touch.
What You'll Do:
Prepare and review individual, business, and trust tax returns (primarily Forms 1040, 1120S, 1065, and 1041)
Analyze financial information to ensure accurate tax reporting and compliance
Research tax issues and provide clear, client-focused guidance
Communicate directly with clients regarding missing information, tax questions, and planning opportunities
Assist with basic bookkeeping or accounting entries as needed
Stay current on tax laws, industry trends, and best practices
Support the team with tax planning projects and strategic initiatives
Help improve internal processes and client experience
What We’re Looking For:
2+ years of experience preparing a variety of tax returns
Strong working knowledge of federal and state tax regulations
Proficiency with tax preparation software and Microsoft Office Suite
Excellent communication and organizational skills
Detail-oriented but able to see the big picture
Comfortable working independently and as part of a team
CTEC certification is a plus (or actively pursuing)
What We Offer:
Competitive salary based on experience
Flexible, supportive work environment
Opportunities for professional development and growth
Paid holidays, vacation, and sick time
Health benefits and retirement plan options
Fun team events and an office culture that values balance and humor
Location: Office in San Juan Capistrano
Ready to bring your tax expertise and good vibes to a team that cares? Apply today!