EXPERIENCED TAX PREPARER ACCOUNTANT

HARA CHAUDHURI CPAS PC; San Diego (CA); On-site; USD 85,000 - 125,000; Full time

Benefits offered by this job

401(k)

Health insurance

Dental insurance

Vision insurance

Paid time off

Flexible schedule

Professional development assistance

Life insurance

Employee discounts

Job summary

HARA CHAUDHURI CPAS PC in San Diego, CA, seeks an Experienced Tax Preparer & Accountant to ensure accurate tax filings for a diverse client base. The role involves preparing and reviewing returns, offering strategic tax planning, and identifying savings opportunities, with strong emphasis on Lacerte usage and accounting knowledge.

The ideal candidate holds a Bachelor's in Accounting/Finance, CPA or EA, and will work 40–50 hours weekly in-season (including Saturdays).

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• CPA or EA certification or equivalent designation.
• Knowledge of US Tax Law and California Tax Law.
• Experience with Lacerte Tax Software.
• Experience with QuickBooks and strong communication skills.

Responsibilities

• Prepare and review tax returns for a diverse client portfolio.
• Provide expert tax planning advice to minimize liabilities.
• Research tax laws and stay updated on regulatory changes.
• Prepare and present tax-related reports to clients and stakeholders.
• Prepare and review GAAP financial statements monthly, quarterly, annually.
• Mentor junior accountants and lead a collaborative team environment.
• Manage client communications and ensure compliance standards.

Skills

Communication skills

Attention to detail

Analytical skills

Leadership

Education

Bachelor's degree in Accounting/Finance

CPA or EA certification

Tools

Lacerte

QuickBooks

Excel

Job description

Job Description

Job Description

The Experienced Tax Preparer & Accountant at Hara Chaudhuri CPAs PC will play a crucial role in ensuring the accuracy and compliance of tax filings for a diverse portfolio of clients. This position involves preparing and reviewing tax returns, providing strategic tax planning advice, and identifying opportunities for tax savings. The primary tax software used is Lacerte. The position also requires knowledge and experience in accounting and preparation of financial statements using programs such as Quickbooks and Excel. The successful candidate will collaborate closely with clients to understand their financial situations and offer tailored solutions that align with their goals. Additionally, this role requires staying updated on tax laws, acccounting rules and regulations to ensure that all practices are compliant and beneficial for clients. Ultimately, the position will contribute to the firm's reputation for excellence and reliability in tax services.

Minimum Qualifications:

• Bachelor's degree in Accounting, Finance, or a related field.
• CPA or EA certification or equivalent professional designation.
• Knowledge of US Tax Law and California Tax Law.
• Strong Email and Verbal Communication skills.
• Willing to work 40 to 50 hours a week during normal weeks, 45 to 60 hours a week during heavier periods including tax season. Willing to work Saturdays as needed.
• Experience with Lacerte Tax Software.
• Experience with Quickbooks.
• Inquisitive and passionate about tax and accounting and is looking for a long term career with a growing firm.

Responsibilities:

• Prepare tax returns, and also review and analyze tax returns prepared by junior staff to ensure accuracy and compliance with federal and state regulations.
• Provide expert advice on tax planning strategies to clients, helping them minimize liabilities and maximize savings.
• Conduct thorough research on tax laws and regulations to stay informed about changes that may impact clients.
• Prepare and present detailed reports on tax-related matters to clients and internal stakeholders.
• Prepare and review GAAP financial statements monthly, quarterly, annually
• Be able to conduct special projects such as compilations, review engagements, tax provisions, etc.
• Mentor and train junior accountants, fostering a collaborative and educational environment within the team.

Benefits:

• Total annual pay per above includes bonus pay between $1,000 and $10,000 based on individual performance. Additional bonus pay is possible based on company performance.
• Paid Time Off (approximately 2 weeks per year)
• 401k
• Health, Dental and Vision Insurance Premiums paid 100% by Company (for employee only)
• Life Insurance paid by Company
• CPA, EA Exam Fees and CPE/CE Fees may be eligible for reimbursement
• Moderately flexible work schedule, depending on need.
• Primarily In-Office, but remote work is possible in some circumstances
• Employee Discounts on various 3rd party purchases and services

Skills:

The required skills for this position include a strong understanding of tax regulations and accounting principles, which are essential for accurately reviewing tax returns and advising clients. Attention to detail is critical, as the candidate will need to identify discrepancies and ensure compliance with all tax laws. Strong analytical skills will be utilized to assess clients' financial situations and develop effective tax strategies. Excellent communication skills are necessary for conveying complex tax information clearly to clients and team members. Additionally, leadership skills will be important for mentoring junior staff and fostering a collaborative work environment.

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Employee discount
• Flexible schedule
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Vision insurance

Experience:

• Tax: 3 years (Required)

License/Certification:

• CPA (Preferred)
• Enrolled Agent (Preferred)

Ability to Commute:

• San Diego, CA 92131 (Required)

Ability to Relocate:

• San Diego, CA 92131: Relocate before starting work (Required)

Work Location: In person