Tax Associate – Simi Valley

SonicJobs; Simi Valley (CA); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

401(k) with company match

Paid sick time

Employee Stock Purchase Plan

Uniform provided

Marketing support to grow client base

Job summary

SonicJobs is partnering with a large, established tax preparation company to place licensed tax professionals in year-round Retail Tax Expert roles at retail and flagship locations nationwide. On-site, you will provide full-service, in-person tax return preparation, advice, and support to customers, from simple to complex situations, while building local client relationships.

Ideal candidates hold an active EA, CPA, or attorney license with PTIN, at least 3 years of paid returns experience,

Qualifications

• Active, unrestricted EA, CPA, or attorney license.
• Active PTIN.
• State licenses, permits, or bonds required or obtainable.
• Minimum 3 years' paid experience preparing 30+ federal and state individual 1040 returns per tax season.
• Familiarity with Circular 230.
• Must reside in the United States and be able to work on-site, Sunday–Saturday, for a minimum of 20 hours per week.
• Willing to wear a company uniform.
• Bilingual English/Spanish is a plus.

Responsibilities

• Provide full-service tax return preparation, tax advice, calculations, and software support for simple to complex situations (personal and business income, deductions, amendments).
• Run discovery sessions and tax reviews to identify deductions, reduce tax liability, and offer forward-looking tax planning advice.
• Build relationships with customers and the local community through outreach to grow the client base.
• Deliver a high standard of customer service, both in person and via video.

Skills

Tax knowledge

Client service

Bilingual English/Spanish

Education

Tax license: EA/CPA/Attorney

Tools

Professional tax software

Job description

SonicJobs is working with a large client to recruit for these positions on their behalf, helping connect qualified, licensed tax professionals with opportunities at retail and flagship tax preparation locations across the United States.SonicJobs is recruiting on behalf of a large, well-established tax preparation company with retail and flagship locations across the United States. We're looking for licensed tax professionals to join as year-round Retail Tax Experts.

About the Role

You'll work on-site at a retail or flagship location, providing full-service, in-person tax preparation, advice, and support to customers — from straightforward returns to more complex situations. You'll also help grow the location's client base within your local community, building long-term relationships and repeat business.This is a non-exempt, on-site role based in the United States.

What You'll Do

• Provide full-service tax return preparation, tax advice, calculations, and software support, covering both simple and complex situations (personal and business income, deductions, amendments).
• Run discovery sessions and tax reviews to identify deductions, reduce tax liability, and offer forward-looking tax planning advice.
• Build relationships with customers and the local community through outreach and marketing activity to grow the client base.
• Deliver a high standard of customer service, both in person and via video.

What You Need

• An active, unrestricted EA, CPA, or attorney license (deep tax law knowledge preferred).
• An active Preparer Tax Identification Number (PTIN).
• Any state licenses, certificates, permits, or bonds required for the role, or the ability to obtain them.
• Minimum 3 years' paid experience preparing 30+ federal and state individual 1040 returns per tax season using professional tax software.
• Familiarity with Circular 230.
• Must reside in the United States and be able to work on-site, Sunday–Saturday, for a minimum of 20 hours per week (hours may increase during peak tax season).
• Comfortable working in a front-facing retail environment and willing to wear a company uniform.
• Bilingual English/Spanish is a plus.

Pay & Benefits

• Base pay (California): $32.50–$36.00/hour, plus eligibility for a cash bonus and equity rewards. Pay varies by location and experience.
• 401(k) with company match
• Paid sick time
• Employee Stock Purchase Plan
• Errors & Omissions insurance provided
• Employee Assistance Program
• Marketing support to help build your local client base