Tax Preparer

Villafana's Tax & Business Solutions; American Canyon (CA); Sur place; USD 45 000 - 70 000; Plein temps

Résumé du poste

Intuit, Inc. in American Canyon, CA seeks an experienced Tax Preparer to join a growing tax and accounting team. The role covers preparing federal and CA returns, client communications, and basic bookkeeping support with QuickBooks Online.

Remote work is allowed part of the year, but in-office presence is required. The ideal candidate has PTIN, CTEC, 2+ years tax prep and 4+ years accounting experience, plus Drake Tax Software and Excel proficiency.

Qualifications

• Valid PTIN is required for tax preparation work.
• CTEC Registered Tax Preparer certification is required.
• Minimum 2 years of individual and business tax prep experience.
• Minimum 4 years of accounting or bookkeeping experience.
• Proficiency with Drake Tax Software (Desktop Version).
• Advanced knowledge of Microsoft Excel.
• Strong experience with QuickBooks Online.
• Excellent organizational, communication, and client service skills.
• Ability to manage multiple deadlines during tax season.
• Must be authorized to work in the United States.

Responsabilités

• Prepare and review federal and California tax returns.
• Gather and organize client tax documents.
• Identify tax-saving opportunities for clients.
• Communicate with clients regarding tax questions and missing information.
• Maintain accurate electronic client files.
• Assist with bookkeeping and accounting projects using QuickBooks Online.
• Support tax planning and year-end client meetings.
• Stay current with federal and California tax law changes.
• Provide exceptional client service and maintain confidentiality.

Connaissances

PTIN

CTEC Registered Tax Preparer

2 years tax prep experience

4 years accounting/bookkeeping

Drake Tax Software

Microsoft Excel

QuickBooks Online

Organizational skills

Communication

Deadline management during tax season

Outils

Drake Tax Software

QuickBooks Online

Description du poste

Join Our Growing Tax & Accounting Firm!

We are a rapidly growing tax and accounting firm located in American Canyon, California, seeking an experienced Tax Preparer to join our team. This is an excellent opportunity for a knowledgeable tax professional who enjoys working with individuals and small business clients while being part of a collaborative and client-focused environment.

We are open to seasonal, part-time, or year-round employment for the right candidate. Flexible scheduling is available, with the ability to work remotely for a portion of the year. However, in-office availability is required.

Position Overview

The Tax Preparer will be responsible for preparing accurate tax returns, supporting tax planning initiatives, communicating with clients, and assisting with bookkeeping and accounting projects as needed.

Required Qualifications

• Valid PTIN (Preparer Tax Identification Number)


• Current CTEC Registered Tax Preparer certification


• Minimum 2 years of individual and business tax preparation experience


• Minimum 4 years of accounting or bookkeeping experience


• Proficiency with Drake Tax Software (Desktop Version)


• Advanced knowledge of Microsoft Excel


• Strong experience with QuickBooks Online (QBO)


• Excellent organizational, communication, and client service skills


• Ability to manage multiple deadlines during tax season


• Must be authorized to work in the United States

Responsibilities

• Prepare and review federal and California tax returns


• Gather and organize client tax documents


• Identify tax-saving opportunities for clients


• Communicate directly with clients regarding tax questions and missing information


• Maintain accurate electronic client files


• Assist with bookkeeping and accounting projects using QuickBooks Online


• Support tax planning and year-end client meetings


• Stay current with federal and California tax law changes


• Provide exceptional client service and maintain confidentiality

Schedule & Compensation

• Full-time hours during tax season


• Part-time and flexible hours available year-round


• Seasonal employment opportunities available


• Limited remote work available outside of peak tax season


• Competitive compensation based on experience and credentials