Part-Time/Seasonal Tax Associate

CalCPA; Menlo Park (CA); On-site; USD 34,000 - 55,000; Part time

Job summary

SJ Wiggins + Company, PC in Menlo Park seeks an experienced tax preparer for a part-time or seasonal role with potential for a long-term relationship. Ideal candidates will handle individual and entity returns, gather data, and identify tax-saving opportunities during peak season (Jan–Apr 15) and late Aug–Oct, including Saturdays when needed.

Requirements include 4+ years of tax prep experience, a bachelor’s degree in accounting/finance, and familiarity with ProSystem fx Tax/Engagement.

Qualifications

• 4+ years of tax preparation experience, including individual, LLC, corporations and multi-state returns.
• Bachelor’s degree in accounting, finance, or related field preferred.
• Experience with ProSystem fx Tax and ProSystem fx Engagement is a plus.

Responsibilities

• Gather and organize client data.
• Prepare and review federal and state returns for individuals and entities.
• Identify tax-saving opportunities within the law.
• Prepare tax projections and recommend strategies for each client.
• Prepare and interpret financial statements.
• Keep up to date on current federal and state tax law changes.

Skills

Analytical skills

Communication

Organizational skills

Education

Bachelor’s degree in accounting, finance, or a related field

Tools

ProSystem fx Tax

ProSystem fx Engagement

Job description

SJ Wiggins + Company, PC is a growing CPA firm in Menlo Park. Our clients choose us for our emphasis on customer care and our reputation for high-quality services. We’re looking for an experienced tax preparer to join our team on a part-time or seasonal basis, with the goal of a long-term relationship or returning each season.

Pay and schedule

• Compensation based on experience
• Flexible schedule options available
• Candidate should be available during Peak season (January through April 15) and (Late August through October)
• During peak season ability to work 40+ hours per week, including Saturdays, preferred

What you’ll do

• Gather and organize client data
• Prepare and review federal and state returns for individuals and entities
• Identify tax-saving opportunities within the law
• Prepare tax projections and recommend strategies for each client
• Prepare and interpret financial statements
• Keep up to date on current federal and state tax law changes

What we’re looking for

• 4+ years of tax preparation experience, and/or including individual, LLC, Corporations, and multi-state returns
• Bachelor’s degree in accounting, finance, or a related field preferred
• Experience with ProSystem fx Tax and ProSystem fx Engagement is a plus
• Ability to manage multiple deadlines and work independently with minimal supervision
• Strong analytical, communication, and organizational skills
• Integrity, professionalism, and a collaborative approach