Experienced Tax Preparer

GENWEALTH 360 INC; California; On-site; USD 50,000 - 90,000; Full time

Job summary

An established industry player in tax planning is seeking a skilled Tax Preparer to join their dynamic team. This role offers the chance to work closely with high-net-worth clients, preparing and reviewing complex tax returns while ensuring compliance with regulations. In a fast-paced environment, you will collaborate with tax planning professionals to optimize strategies and maintain the highest standards of confidentiality and professionalism. With opportunities for growth, competitive compensation, and a supportive team, this position is perfect for dedicated tax professionals eager to advance their careers.

Benefits

401(k)

Bonus based on performance

Competitive salary

Dental insurance

Health insurance

Opportunity for advancement

Profit sharing

Training & development

Vision insurance

Qualifications

• Proven experience in tax preparation for high-net-worth individuals.
• Strong data entry skills and attention to detail.

Responsibilities

• Prepare and review individual and business tax returns accurately.
• Manage multiple client accounts while meeting deadlines.

Skills

Tax Preparation

Data Entry

Client Management

Communication Skills

Education

CPA or EA designation

Tools

Tax Software

Accounting Systems

Job description

Benefits:

1. 401(k)
2. Bonus based on performance
3. Competitive salary
4. Dental insurance
5. Health insurance
6. Opportunity for advancement
7. Profit sharing
8. Training & development
9. Vision insurance

About Us: We are a dynamic tax planning firm that prioritizes strategic financial guidance for our clients, with tax preparation as a fundamental service. Our clientele includes high-net-worth individuals. We are seeking a skilled and detail-oriented Tax Preparer who thrives in a fast-paced environment and is eager to grow within our firm.

Work Arrangement: In-Person Only
Hours: 9:00 AM – 6:00 PM (extended hours during tax season may apply)

Responsibilities:

1. Accurately prepare and review individual, business, foundation, and trust tax returns.
2. Enter and analyze financial data to ensure compliance with tax regulations.
3. Work closely with tax planning professionals to optimize client tax strategies.
4. Manage multiple client accounts efficiently while meeting deadlines.
5. Stay up to date with tax laws and industry changes to provide top-tier service.
6. Maintain strict confidentiality and professionalism in handling sensitive financial information.

Qualifications:

1. Proven experience in tax preparation, particularly with high-net-worth individuals and complex returns.
2. Strong data entry skills with attention to detail and accuracy.
3. Ability to manage multiple tasks and prioritize work in a deadline-driven environment.
4. Familiarity with tax software and accounting systems.
5. Excellent communication skills and ability to work collaboratively with a team.
6. CPA or EA designation is a plus but not required.

Why Join Us?

1. Opportunity to grow and develop new skills within a supportive and knowledgeable team.
2. Work with a sophisticated client base and gain exposure to advanced tax planning strategies.
3. Competitive compensation and potential for career advancement.

If you are a dedicated tax professional looking for a challenging and rewarding opportunity, we encourage you to apply!