Experienced Tax Preparer Bookkeeper

Taxmax Services; Sacramento (CA); Sur place; USD 70 000 - 100 000; Plein temps

Résumé du poste

TaxMax Services, a Sacramento-based tax and accounting firm, seeks an experienced Tax Preparer & Bookkeeper to handle individual and business tax returns and related bookkeeping tasks.

The candidate will prepare Form 1040 with schedules, review financial records, and maintain client confidentiality while delivering accurate, timely results. Strong knowledge of QuickBooks and tax regulations is required; on-site in Sacramento with professional communication.

Qualifications

• 3+ years of professional tax preparation experience is required
• Strong knowledge of federal and California individual income tax returns
• Experience with QuickBooks Online and/or QuickBooks Desktop
• Excellent written and verbal communication skills
• Ability to work independently and maintain confidentiality

Responsabilités

• Prepare and review federal and California individual income tax returns (Form 1040 and schedules)
• Prepare or assist with business tax returns (Forms 1120-S, 1065, 1120)
• Review tax documents, reconcile discrepancies, and ensure accurate reporting
• Perform bookkeeping activities (bank reconciliations, transaction categorization, GL)
• Maintain client records and confidentiality
• Communicate with clients regarding documentation and deadlines
• Assist with payroll and other business assignments as needed

Description du poste

Job Description

Job Description

Experienced Tax Preparer & Bookkeeper

**Company:** TaxMax Services
**Location:** Sacramento, CA
**Job Type:** Full-Time | On-Site

About TaxMax Services

TaxMax Services is a professional tax and accounting firm based in Sacramento, California. We provide comprehensive tax preparation, accounting, bookkeeping, payroll, and business services to individuals and businesses.

We are seeking an experienced, dependable, and detail oriented Tax Preparer & Bookkeeper to join our team.

The ideal candidate has extensive hands‑on experience preparing individual and business tax returns, a strong understanding of accounting principles, and the ability to work independently while maintaining a high level of accuracy and professionalism.

**Tax preparation experience is a primary requirement for this position.**
Candidates should be comfortable managing tax related assignments, working with financial records, and communicating directly with clients.

Key Responsibilities

• Prepare and review federal and California individual income tax returns, including Form 1040 and related schedules.
• Prepare or assist with business tax returns, including Forms 1120‑S, 1065, and 1120, depending on experience.
• Review tax documents, identify missing information, reconcile discrepancies, and ensure accurate reporting.
• Perform bookkeeping activities, including bank reconciliations, transaction categorization, and general ledger maintenance.
• Maintain accurate financial records using QuickBooks Online and QuickBooks Desktop.
• Prepare and review profit and loss statements, balance sheets, and financial reports.
• Research federal and California tax regulations and assist with tax compliance matters.
• Assist with IRS and California Franchise Tax Board correspondence and notices.
• Maintain organized client records and ensure strict confidentiality.
• Communicate professionally with clients regarding documentation, tax questions, and filing deadlines.
• Assist with accounting, payroll, and other business related assignments as needed.

Required Qualifications

• Minimum of 3 years of professional tax preparation experience.
• Strong knowledge of federal and California individual income tax returns.
• Experience with professional tax preparation software.
• Working knowledge of bookkeeping and accounting principles.
• Experience with QuickBooks Online and/or QuickBooks Desktop.
• Appropriate professional registration or credentials to prepare tax returns in California, as required by law.
• Strong attention to detail, organizational skills, and ability to manage multiple deadlines.
• Excellent written and verbal communication skills.
• Ability to work independently and handle confidential financial information.
• Proficiency with Microsoft Excel and general office applications.
• Availability to work full time, on site in Sacramento, California.

Preferred Qualifications

• Active CTEC registration, Enrolled Agent (EA) credential, or CPA license.
• Experience preparing S Corporation and partnership tax returns.
• Experience with multistate tax returns.
• Familiarity with IRS and California FTB notices and correspondence.
• Experience with payroll processing and payroll tax reporting.
• Familiarity with TaxAct professional tax software.
• Previous employment in a professional tax or accounting firm.
• Experience communicating directly with clients and resolving tax-related questions.

What We're Looking For

We value accuracy, integrity, reliability, and professionalism.

The successful candidate will demonstrate strong technical skills, sound judgment, and the ability to take ownership of assignments while delivering accurate, timely results.

We are particularly interested in candidates who have substantial hands‑on tax preparation experience and can contribute to both tax preparation and bookkeeping operations.

Compensation

Compensation will be determined based on the candidate's professional experience, qualifications, technical expertise, and ability to independently handle tax preparation and accounting responsibilities.

Candidates holding an active CPA license or Enrolled Agent (EA) credential, particularly those with extensive experience preparing complex individual and business tax returns, may qualify for higher compensation.

TaxMax Services offers compensation based on the responsibilities of the position and each candidate's relevant qualifications.

**TaxMax Services is an equal opportunity employer.**
Employment decisions are based on qualifications, experience, and business needs, without regard to legally protected characteristics.

Company Description

TaxMax Services is a professional tax and accounting firm based in Sacramento, California. We provide comprehensive tax preparation, accounting, bookkeeping, payroll, and business services to individuals and businesses.

Our firm is committed to accuracy, integrity, reliability, and exceptional client service. We focus on building lasting client relationships through personalized attention, organized financial processes, and dependable professional support.

At TaxMax Services, we value teamwork, accountability, continuous learning, and a strong work ethic. We strive to maintain a professional, supportive environment where team members can develop their skills, contribute meaningfully, and take pride in delivering high quality work.