Tax Expert – Murrieta

SonicJobs; Murrieta (CA); On-site; USD 44,000 - 55,000; Full time

Benefits offered by this job

401(k) with company match

Paid sick time

Employee Stock Purchase Plan

Errors & Omissions insurance provided

Employee Assistance Program

Job summary

SonicJobs is recruiting on behalf of a large tax preparation company for year-round Retail Tax Experts. You will work on-site at retail and flagship locations across the United States, delivering full-service tax preparation and advice to customers and building long-term client relationships.

Role requires active licenses (EA/CPA/attorney), PTIN, and 3+ years of tax prep experience for 30+ returns per season; bilingual English/Spanish is a plus. On-site, 20+ hours/week, uniform required.

Qualifications

• Active EA/CPA/Attorney license required.
• PTIN registration required.
• Minimum 3 years of paid experience preparing 30+ federal and state returns per season.

Responsibilities

• Provide full-service tax return preparation for personal and business returns.
• Conduct discovery sessions and tax planning to maximize deductions.
• Build and grow the local client base through outreach and marketing.

Skills

Tax preparation

Tax planning

Customer service

Bilingual English/Spanish

Professional tax software

Education

Active EA/CPA/Attorney license

PTIN

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