Lead Tax Preparer & Team Leader

Ember Heath; Stockton (CA); On-site; USD 67,000 - 86,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Paid time off

Professional development budget

Job summary

Ember Heath, a tax services firm based in Stockton, CA, seeks a full-time Tax Preparer to join our collaborative team. You will handle data entry, tax calculations, and return preparation while ensuring accuracy and completeness.

The role also involves coordinating with other tax professionals to meet deadlines in a modern office setting. Ideal candidates have at least one year of tax prep experience, familiarity with tax software, and strong communication and organizational skills.

Qualifications

• Bachelor's degree in a related field is required.
• At least 1 year of tax preparation experience is required.
• Familiarity with tax software is advantageous.
• Strong attention to detail and organizational skills are essential.
• Experience with project management tools and agile environment is preferred.

Responsibilities

• Handle tax preparation tasks and data entry.
• Ensure accuracy of tax calculations and tax return preparation.
• Assist in managing a team of 5-7 individuals.
• Coordinate with cross-functional teams to meet deadlines.

Skills

Leadership

Communication

Attention to detail

Organizational skills

Proactive problem solving

Education

Bachelor's degree in related field

High school diploma or equivalent

Tools

Jira

Trello

Asana

Tax software

Job description

Ember Heath, a tax services firm based in Stockton, CA, seeks a full-time Tax Preparer to join our collaborative team. You will handle data entry, tax calculations, and return preparation while ensuring accuracy and completeness.

The role also involves coordinating with other tax professionals to meet deadlines in a modern office setting. Ideal candidates have at least one year of tax prep experience, familiarity with tax software, and strong communication and organizational skills.