Tax & Accounting Support

Chan CPA & Company Inc.; Campbell (CA); On-site; USD 30,000 - 41,000; Part time

Job summary

Chan CPA & Company, Inc. in Campbell, CA is seeking a motivated Tax & Accounting Support to join our growing team.

The role focuses on assisting with gathering information and organizing documents for Federal and California tax returns, and supporting staff with tax work papers and schedules. Responsibilities include using Intuit Lacerte, preparing tax projections, communicating with clients, and maintaining confidential files.

Qualifications

• Bachelor's degree in Accounting, Finance, Business or related field preferred.
• Experience with tax preparation including at least one completed tax season.
• Experience using Intuit Lacerte Tax Software.
• Knowledge of federal and California tax laws and regulations.
• Experience with proper tax workpaper preparation and documentation.
• Experience in a CPA firm or public accounting environment.

Responsibilities

• Assist in gathering information and organizing documents for federal and state tax returns (Forms 1040, 1041, 1065, 1120, 1120S, 706, 709, 990).
• Utilize Intuit Lacerte Tax Software to prepare and process tax returns.
• Prepare and organize tax work papers, supporting schedules, and documentation.
• Work under the supervision of a tax preparer.
• Assist with business property, sales, payroll tax, Form 1099, and other filings.
• Assist in preparing tax projections and identifying tax-saving strategies throughout the year.
• Download, maintain, and organize confidential client files and records.
• Communicate with clients to obtain missing information and follow up on items.
• Assist in managing client projects, deadlines, and deliverables.
• Coordinate with team members to ensure timely completion of assignments.
• Maintain confidentiality of sensitive client information.
• Perform other related duties and special projects as assigned.

Skills

English communication

Attention to detail

Organizational skills

Analytical thinking

Multitasking / time management

Teamwork / collaboration

Independent work

Education

Bachelor's degree in Accounting/Finance/Business

Tools

Intuit Lacerte Tax Software

QuickBooks Desktop

QuickBooks Online

Microsoft Excel

Job description

Chan CPA & Company, Inc. is an established CPA firm with over 30 years of experience providing personalized tax, accounting, and business advisory services to individuals, businesses, trusts, and estates. Our firm takes a proactive, concierge-style approach to tax planning and preparation. We go beyond simply preparing tax returns by working closely with our clients to identify tax-saving strategies, provide year-round guidance, and help them achieve their financial goals.

We are seeking amotivated, detail-oriented, and organized Tax & Accounting Support to join our growing team. The ideal candidate will have prior tax preparation experience, strong analytical and organizational skills, and the ability to thrive in a fast-paced, deadline-driven environment.

Primary Responsibilities:

• Assist in gathering information and organization of documents in preparing federal and state tax returns, including Forms 1040, 1041, 1065, 1120, 1120S, 706, 709, and 990.
• Utilize Intuit Lacerte Tax Software to prepare and process tax returns.
• Prepare and gathering information and organization of documents for preparing tax work papers, supporting schedules, and documentation.
• Work under the supervision of a tax preparer
• Assist with business property tax, sales tax, payroll tax, Form 1099, and other compliance filings.
• Assist in preparing tax projections and identifying potential tax-saving strategies throughout the year.
• Download, maintain, and organize confidential client files and financial records.
• Communicate with clients to obtain missing information, clarify questions, and follow up on outstanding items.
• Assist in managing client projects, deadlines, and deliverables.
• Coordinate with other team members to ensure the timely and accurate completion of assignments.
• Maintain strict confidentiality of sensitive client financial and personal information.
• Perform other related duties and assist with special projects as assigned.

Preferred Qualifications:

• Previous professional experience in tax preparation, including at least one completed tax season.
• Experience usingIntuit Lacerte Tax Software.
• Experience preparing individual, partnership, corporate, and fiduciary income tax returns.
• Knowledge of federal and California tax laws and regulations.
• Experience with proper tax workpaper preparation and documentation.
• Previous experience working in a CPA firm or public accounting environment.
• Bachelor's degree in Accounting, Finance, Business, or a related field preferred.

Required Skills & Abilities:

• Excellent written and verbal English communication skills.
• Strong attention to detail, accuracy, and organizational skills.
• Ability to manage multiple projects and competing deadlines.
• Strong analytical, critical-thinking, and problem-solving abilities.
• Proficiency with Microsoft Office, particularly Excel, Word, and Outlook.
• Familiarity with QuickBooks Desktop and/or QuickBooks Online is a plus.
• Ability to work independently while contributing to a collaborative team environment.
• High degree of professionalism, integrity, and ethical conduct.
• Willingness to learn new tax regulations, software, and procedures.
• Ability to handle confidential and sensitive information with discretion.
• Comfortable working in a small-firm environment and assisting across different areas as needed.
• Schedule:~20-25 hours per Weekday daytime hours
• Additional hours may be required during peak tax filing seasons, particularly January through April and leading up to the September 15th and October 15th deadlines.
• Candidates must be able to work efficiently under pressure while maintaining accuracy and attention to detail.