A&L Financial Services is a family-owned, full-service tax and accounting firm located in Livermore, CA, just off Isabel Avenue near I-580. We’ve been in business for over 50 years and specialize in personal, business, & trust/estate income tax work. We are a small firm with two Enrolled Agents on staff, two year-round administrative staff members, and five seasonal administrative employees.
We are seeking an experienced Enrolled Agent or CPA who can prepare Forms 1040, 1120, 1120-S, & 1041 with limited guidance. We process most of our clients during the regular February–April filing season, and we strive to avoid extensions whenever possible. It’s a fast-paced environment during these three months. We also have some limited work available outside of the regular tax season, so a part-time offseason position is a possibility.
Many of our clients have been with us for 30-50 years, so a high level of customer service is expected in person, over the phone, and by email. We process most of our work via drop-off, and we also host several in-person appointments.
Compensation is commission-based, with a rate depending on experience. We expect you to work a minimum of 40 hours per week during tax season, with opportunities for up to 60 hours per week. Please be prepared to discuss your availability for overtime, as this will help us hire staff accordingly.
Job Functions:
- Interview clients over the phone or in person during initial document intake
- Prepare individual tax returns of varying complexity including Schedules A, B, C, D, E, & F
- Handle Forms 1095-A, K-1, perform 1031 exchanges, claim EIC, Education, & Energy tax credits
- Ability to notice inconsistencies and missing items in client submissions
- Prepare Estimated Taxes and perform basic forward-looking tax planning
- Prepare business tax returns 1120, 1120-S, & 1065 from a Profit & Loss and Balance Sheet
- Prepare Schedule L & K1 for all business types
- Track Shareholder or Partner Basis on Business and Personal returns
- Utilize Pass-Through Entity Tax Elections when applicable
- Review and make small adjustments to Clients accounting as necessary
- Follow firm procedures and workflows to maintain quality and consistency
- Adhere to Circular 230 standards for ethical tax practice
- Independently research tax issues and develop practical solutions
Qualifications
- Minimum 5 years of experience in individual and business income tax preparation (10+ years preferred)
- Active Enrolled Agent or CPA certification required
- College degree preferred but not required
- We do not have CPA specific tasks, so tax knowledge is highly favored over audit / accounting
- High level of professionalism and customer service, both in person and via phone/email
- Familiarity with UltraTax CS, QuickBooks, and ShareFile (or equivalent platforms) is a plus
- Experience with trust tax returns (Form 1041) is a plus but not required
Our official start date is Late January, but we would like you to come in to prepare a few returns during the extension season in September / October to familiarize yourself with our office and staff to ensure a smooth season for everyone next year.
If you’re a great fit this tax season, we’ll be happy to have you return in future years.
To apply, please email your resume along with a brief introduction. Be sure to include any professional references from previous employers or clients. We look forward to hearing from you!