Experienced Tax Preparer

one mission; Long Beach (CA); Hybrid; USD 34,000 - 48,000; Full time

Benefits offered by this job

Flexible hours with remote/hybrid options

Company-provided training and CE support

Supportive and collaborative work environment

Bonus opportunities

Job summary

A client-focused tax and advisory firm is seeking a proficient tax preparer to join their California team. The ideal candidate should have over 3 years of experience in tax preparation, a solid understanding of California tax regulations, and proficiency in relevant tax software like Lacerte and ProConnect. Responsibilities include preparing complex tax returns, conducting client interviews, and ensuring compliance with tax regulations. The role offers competitive pay, flexible hours, and a supportive work environment.

Qualifications

• Minimum 3+ years of recent experience preparing federal tax returns.
• Strong understanding of California individual and small business tax regulations.
• Excellent communication and organizational skills.
• Strong understanding of California individual and small business tax regulations.
• Proficiency with Lacerte and ProConnect.
• Excellent communication and organizational skills.
• Ability to manage multiple returns in a deadline-driven environment.

Responsibilities

• Prepare and review tax returns with emphasis on California tax law.
• Identify potential tax credits and deductions for clients.
• Ensure compliance with federal and California state tax regulations.
• Maintain accurate workpapers and documentation for each return.
• Address client inquiries and follow up on tax return status.
• Ensure compliance with federal and California state tax regulations.
• Stay current with tax law updates and apply them appropriately.

Skills

Proficient in federal and state tax return preparation

Excellent communication skills

Strong understanding of California tax regulations

Ability to manage multiple returns

Education

3+ years experience in tax preparation

Valid IRS PTIN

Credentialed as CPA, EA, or AFSP participant

Tools

Lacerte

ProConnect

Job description

Long Beach, California, United States Privity CPA Partners PC

Job Type: Full-Time or Seasonal (January-April)

About Us

We are a client-focused tax and advisory firm dedicated to delivering personalized, high-quality service across individual, business, and trust taxation. We value professionalism, integrity, and efficiency and were looking for an experienced tax preparer to join our California team.

Position Overview

We are seeking a proficient and detail-oriented tax preparer who is experienced in federal and California state tax return preparation. The ideal candidate will be skilled in handling complex individual and small business tax situations and capable of working independently while meeting firm deadlines.

Key Responsibilities

Prepare and review 1040, Schedule C, 1120-S, 1065, and state returns, with a strong emphasis on California tax law

Conduct client interviews to gather data and clarify tax issues

Identify potential tax credits and deductions to optimize client savings

Maintain accurate workpapers and documentation for each return

Address client inquiries and follow up on tax return status

Ensure compliance with federal and California state tax regulations

Stay current with tax law updates and apply them appropriately

Required Qualifications

Minimum 3+ years of recent experience preparing federal tax returns

Valid IRS PTIN

Registered as a CTEC Tax Preparer
or exempt: CPA, EA

Strong understanding of California individual and small business tax regulations

Proficiency with Lacerte, ProConnect

Excellent communication and organizational skills

Ability to manage multiple returns in a deadline-driven environment

Preferred Qualifications

Credentialed as a CPA, EA, or AFSP participant

Experience with tax resolution or IRS correspondence

Competitive hourly or salaried pay (commensurate with experience)

Bonus opportunities based on performance

Flexible hours with remote/hybrid options

Company-provided training and CE support

Supportive and collaborative work environment