Experienced Tax Preparer -Permanent Work from Home

Remote; San Francisco (CA); Hybrid; USD 34,000 - 55,000; Full time

Benefits offered by this job

Flexible hours

Remote/hybrid options

CE training support

Supportive team environment

Job summary

Remote is seeking a proficient and detail-oriented tax preparer with strong experience in federal and California state tax return preparation. The ideal candidate will handle complex individual and small business tax situations while working independently to meet firm deadlines.

Responsibilities include preparing 1040s, Schedule Cs, 1120-S, and 1065, conducting client interviews, and identifying credits and deductions to maximize client savings.

Qualifications

• Minimum 3+ years of recent federal tax return experience.
• 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.

Responsibilities

• Prepare and review 1040, Schedule C, 1120-S, 1065, and state returns with focus on California tax law.
• Conduct client interviews to gather data and clarify issues.
• Identify credits and deductions to optimize client savings.
• Maintain workpapers and documentation for each return.
• Address client inquiries and monitor tax return status.
• Ensure compliance with federal and California regulations.
• Stay updated on tax law changes and apply them.

Skills

Communication

Organizational skills

Deadline-driven

Multi-tasking

Education

CPA

EA

AFSP participant

Tools

Lacerte

ProConnect

Job description

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

Compensation & Benefits

• 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