Experienced Tax Preparer

GENWEALTH 360 INC; Long Beach (CA); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Dental insurance

Health insurance

Opportunity for advancement

Competitive salary

Profit sharing

Training & development

Vision insurance

Job summary

A dynamic tax planning firm is seeking a skilled Tax Preparer to join their team in Long Beach, California. The role involves preparing and reviewing tax returns for high-net-worth individuals, while collaborating with tax professionals. Ideal candidates will have tax preparation experience and a strong attention to detail. Competitive salary and benefits package offered, along with opportunities for professional development.

Qualifications

• Proven experience in tax preparation for high-net-worth individuals.
• Attention to detail and accuracy in financial data entry.
• Ability to work under deadlines in a fast-paced environment.

Responsibilities

• Prepare and review individual and business tax returns.
• Enter and analyze financial data for compliance.
• Collaborate with tax planning professionals.

Skills

Tax preparation experience

Strong data entry skills

Excellent communication skills

Ability to manage multiple tasks

Education

CPA or EA designation

Tools

Tax software

Accounting systems

Job description

Benefits:

401(k)

Bonus based on performance

Competitive salary

Dental insurance

Health insurance

Opportunity for advancement

Profit sharing

Training & development

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:

Accurately prepare and review individual, business, foundation, and trust tax returns.

Enter and analyze financial data to ensure compliance with tax regulations.

Work closely with tax planning professionals to optimize client tax strategies.

Manage multiple client accounts efficiently while meeting deadlines.

Stay up to date with tax laws and industry changes to provide top-tier service.

Maintain strict confidentiality and professionalism in handling sensitive financial information.

Qualifications:

Proven experience in tax preparation, particularly with high-net-worth individuals and complex returns.

Strong data entry skills with attention to detail and accuracy.

Ability to manage multiple tasks and prioritize work in a deadline-driven environment.

Familiarity with tax software and accounting systems.

Excellent communication skills and ability to work collaboratively with a team.

CPA or EA designation is a plus but not required.

Why Join Us?

Opportunity to grow and develop new skills within a supportive and knowledgeable team.

Work with a sophisticated client base and gain exposure to advanced tax planning strategies.

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!