On-Site Tax Preparer for High-Net-Worth Clients

GENWEALTH 360; Long Beach (CA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Competitive salary

Dental insurance

Health insurance

Opportunity for advancement

Profit sharing

Training & development

Vision insurance

Job summary

GENWEALTH 360 is seeking a skilled Tax Preparer in Long Beach, CA to prepare and review complex returns for high-net-worth clients. You will analyze financial data, collaborate with planning professionals, and manage multiple client accounts while meeting deadlines.

This in-person role offers a fast-paced environment with opportunities for professional growth, salary advancement, and access to training and development resources.

Qualifications

• Experience in tax preparation for high-net-worth individuals.
• Detail-oriented with accurate data entry.
• Familiarity with tax software and accounting systems.

Responsibilities

• Accurately prepare and review individual, business, foundation, and trust tax returns.
• Enter and analyze financial data to ensure compliance with tax regulations.
• Work closely with tax planning professionals to optimize client tax strategies.
• Manage multiple client accounts efficiently while meeting deadlines.
• Stay up to date with tax laws and industry changes to provide top-tier service.
• Maintain strict confidentiality and professionalism in handling sensitive financial information.

Skills

Data entry accuracy

Multitasking

Communication skills

Team collaboration

Experience with high-net-worth clients

Education

CPA or EA designation (preferred)

Tools

Tax software

Accounting systems

Job description

GENWEALTH 360 is seeking a skilled Tax Preparer in Long Beach, CA to prepare and review complex returns for high-net-worth clients. You will analyze financial data, collaborate with planning professionals, and manage multiple client accounts while meeting deadlines.

This in-person role offers a fast-paced environment with opportunities for professional growth, salary advancement, and access to training and development resources.