Experienced Tax Preparer

HM Partners; Sacramento (CA); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health stipend

Paid time off

Holiday pay

Job summary

HM Partners in Sacramento seeks an experienced Tax Preparer to manage high-volume tax seasons and work directly with clients. The ideal candidate will handle individual, business, partnership, and corporate returns while supporting bookkeeping and payroll tasks.

You should be organized, detail-oriented, and technically proficient with tax software. This role offers growth opportunities, competitive compensation, paid time off, and health stipend, with OT during peak season per policy.

Qualifications

• EA license strongly preferred.
• 3–5 years of tax preparation experience.
• Proficiency with tax and accounting software.
• Strong knowledge of individual and business tax returns.
• Excellent analytical, organizational, and communication skills.
• Ability to manage multiple deadlines during peak tax season.

Responsibilities

• Prepare and review individual, business, partnership, and corporate tax returns.
• Analyze financial records and supporting documents for accuracy.
• Conduct tax planning and identify opportunities for clients.
• Respond to client tax questions with professional guidance.
• Assist with IRS and state notices and correspondence.
• Maintain accurate client files and documentation.
• Support bookkeeping, payroll, and monthly accounting tasks as needed.

Skills

Tax preparation experience

EA license preferred

Tax software proficiency

Individual & business taxes knowledge

Analytical skills

Organizational skills

Communication skills

Deadline management

Job description

We are seeking an experienced and detail-oriented Tax Preparer with a minimum of 3–5 years of tax preparation experience. This role is ideal for a motivated professional who enjoys working directly with clients and is willing to support bookkeeping, payroll, and other accounting projects.

The ideal candidate is organized, client-focused, and technically proficient, with the ability to thrive in a fast-paced environment and manage a high-volume workload during tax season.

Key Responsibilities

Tax Preparation & Compliance

• Prepare and review individual, business, partnership, and corporate tax returns
• Analyze financial records and supporting documentation for accuracy and completeness
• Conduct tax planning and identify tax-saving opportunities for clients
• Respond to client tax questions and provide professional guidance
• Assist with IRS and state tax notices and correspondence
• Ensure compliance with federal, state, and local tax regulations
• Maintain accurate and organized client files and documentation

Accounting Support

• Assist clients with bookkeeping and monthly accounting services
• Process payroll and payroll tax filings
• Reconcile bank and credit card accounts
• Prepare financial reports and assist with year-end closing activities
• Support special projects and administrative/accounting tasks as needed

Qualifications

• Active Enrolled Agent (EA) license strongly preferred
• 3–5 years of tax preparation experience
• Proficiency in tax and accounting software
• Strong knowledge of individual and business tax returns
• Strong analytical, organizational, and communication skills
• Ability to manage multiple deadlines during peak tax season
• High level of professionalism, confidentiality, and attention to detail
• Competitive salary based on experience
• Opportunities for professional growth and development
• Paid time off and holiday pay
• Health stipend available
• Overtime opportunities during tax season or time off for extra hours worked during tax season, subject to company policy