EXPERIENCED TAX PREPARER & ACCOUNTANT

ADP, Inc.; San Diego (CA); Hybrid; USD 71,000 - 101,000; Full time

Benefits offered by this job

401(k)

Flexible spending account

Health insurance

Life insurance

Paid time off

Vision insurance

Job summary

Hara Chaudhuri CPAs PC is seeking an Experienced Tax Preparer & Accountant to ensure accuracy and compliance for a diverse client portfolio in San Diego. You will prepare and review tax returns, provide strategic tax planning, and identify opportunities for tax savings while staying current on tax laws.

The role requires CPA or EA, a Bachelor's in accounting, and proficiency with Lacerte, QuickBooks, and Excel.

Qualifications

• Bachelor's degree in Accounting, Finance, or 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 40–60 hours during tax season; Saturdays as needed.
• Experience with Lacerte Tax Software and QuickBooks.
• Inquisitive and passionate about tax and accounting; long-term career.

Responsibilities

• Prepare and review tax returns to ensure federal/state compliance.
• Provide expert tax planning advice to minimize liabilities.
• Research tax laws and regulations to stay informed.
• Prepare and present reports on tax-related matters.
• Prepare and review GAAP financial statements monthly/quarterly/annually.
• Mentor and train junior accountants; lead collaborative work.
• Participate in special projects (compilations, reviews, tax provisions).
• Total annual pay includes bonus pay based on performance; 2 weeks PTO.
• In-office primarily, with remote work possible in some circumstances.

Skills

Tax regulations

Accounting principles

Attention to detail

Analytical skills

Excellent communication

Leadership/mentoring

Education

Bachelor's degree in Accounting/Finance

CPA or EA certification

Tools

Lacerte Tax Software

QuickBooks

Excel

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.

Salary Range: $70,500.00 To $100,500.00 Annually

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.
• 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

• 401(k)
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Experience:

• Tax: 3 years (Required)

License/Certification:

• CPA (Preferred)
• Enrolled Agent (Preferred)