Tax Preparer

We are a busy mid-sized dynamic and growing CPA firm in the San Fernando Valley seeking a Tax Accountant /Preparer to join our Tax Department. Our team defines success through exceptional service, strong technical knowledge, and the ability to adapt to evolving technology in serving clients. 

REQUIREMENTS:

• Minimum 3 years of experience in an accounting or tax preparation role
• Strong understanding of Federal and California tax law for individuals, corporations, and partnerships
• Proven ability to prepare clean, accurate tax returns with minimal review notes
• Ability to analyze financial statements, bookkeeping reports, and prior year returns
• Excellent research, analytical, and writing skills
• Excellent verbal and written communication skills
• Strong organizational skills with high accuracy and attention to detail
• Excellent computer skills with Microsoft Office
• Experience with Intuit ProSeries and QuickBooks preferred
• Completion of CTEC continuing education
• Valid and current PTIN
• EA or CPA license is a plus but not required

RESPONSIBILITIES:

• Prepare Federal and state income tax returns for individuals, corporations, partnerships, and multi state filings
• Review financial statements, QuickBooks files, workpapers, and prior year returns to determine correct tax treatment
• Assisting with tax planning strategies based on the client’s financial situation.
• Conduct tax research to confirm proper handling of specific transactions or issues
• Ensure returns meet internal quality control standards prior to manager review
• Stay up to date with changes in tax laws and regulations
• Collaborating with the Tax Managers and Senior Preparers on complex returns and special projects
• Maintaining confidentiality of sensitive client information at all times.

BENEFITS: 

• Medical Insurance
• Vacation, Personal/Sick, and Holiday Pay
• 401K & Profit-Sharing Plan
• Performance based bonus eligibility

•         Stable and growing company with opportunities for professional development