Tax Preparer

taxalchemy; Irvine (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

Taxalchemy in Irvine, CA is seeking a Tax Preparer with 3-6 years of experience to handle complex business tax returns for a variety of entity structures. The role involves collaborating with the Tax Preparation department under the Tax Manager and conducting targeted tax research for client engagements.

The ideal candidate will be proficient in personal and business tax returns, with strong communication skills to effectively work with clients and internal teams.

Qualifications

• 3–6 years of tax preparation experience.
• Bachelor’s degree in Accounting, Finance, Taxation, or related field; Master’s in Taxation a plus.
• Advanced qualification (e.g. CAP, EA) in progress required; completion preferred.
• Familiarity with efficiency, workflow, communication, and tax preparation software (G-Suite, CRM platforms, UltraTax).
• Knowledge of corporate and personal tax planning strategies.
• Experience in accounting, finance advisory, and/or consulting services is a plus.

Responsibilities

• Prepare complex business tax returns for a variety of entity structures.
• Prepare personal tax returns and conduct tax research as needed.
• Communicate with clients to gather information and explain tax positions.
• Coordinate with the Tax Preparation department under the Tax Manager.

Skills

Tax preparation

Tax research

Client communication

Corporate tax planning

Personal tax returns

Team collaboration

Education

Bachelor's degree in Accounting/Finance/Taxation

Master's degree in Taxation (a plus)

Tools

UltraTax

G-Suite

CRM platforms

Job description

We are seeking a highly motivated and technically proficient Tax Preparer with heavy business tax preparation experience to work on complex tax preparation for our clients. The ideal candidate will be a knowledgeable tax professional with experience preparing personal and business tax returns, conducting tax research, and communicating with clients. A key focus of this role will be to prepare complex business tax returns involving a variety of entity structures. The position will work with other members of the Tax Preparation department, under the direction and supervision of the Tax Manager.

Minimum Qualifications

• 3-6 years of experience in tax preparation, with increasing responsibility and complexity
• Bachelor’s degree in Accounting, Finance, Taxation, or a related field; Master’s degree in Taxation is a plus
• Advanced qualification (e.g. CAP, EA) in progress is required, completion is preferred
• Familiarity with efficiency, workflow, communication, and tax preparation software (G‑Suite, CRM platforms, UltraTax, etc.)
• Knowledge of corporate and personal tax planning strategies
• Additional experience in accounting, finance advisory, and/or consulting services