Tax Prep Pro: Expert Returns & Planning

Confidential; San Mateo (CA); On-site; USD 60,000 - 75,000; Full time

Job summary

Confidential in California’s San Mateo area is seeking a detail-oriented Tax Preparer to join our CPA firm. You will prepare and review individual, business, trust, and other tax returns while ensuring compliance with all federal, state, and local regulations.

Key duties include tax research, identifying tax-saving opportunities, and advising clients on planning strategies, while maintaining client confidentiality and staying current with changing tax laws.

Responsibilities

• Prepare federal, state, and local income tax returns for individuals.
• Prepare partnership (Form 1065) and corporate (Forms 1120/1120S) returns.
• Prepare fiduciary and trust returns (Form 1041) and estate/gift returns as applicable.
• Analyze financial records, accounting reports, and supporting documents.
• Conduct tax research and interpret tax regulations.
• Identify tax-saving opportunities and advise on tax planning strategies.
• Review completed tax returns for accuracy and completeness.
• Communicate with clients to obtain information and resolve questions.
• Assist clients with IRS, state, and local tax notices.

Job description

Confidential in California’s San Mateo area is seeking a detail-oriented Tax Preparer to join our CPA firm. You will prepare and review individual, business, trust, and other tax returns while ensuring compliance with all federal, state, and local regulations.

Key duties include tax research, identifying tax-saving opportunities, and advising clients on planning strategies, while maintaining client confidentiality and staying current with changing tax laws.