Tax Preparer

Linden Birch; Sacramento (CA); On-site; USD 48,000 - 63,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Possibly paid time off

Job summary

Linden Birch in Sacramento, CA is seeking a full-time Tax Preparer to file individual and business tax returns and ensure accuracy and compliance. You will review client information, calculate taxes, and request documentation from clients, collaborating with teammates to meet filing deadlines.

Ideal candidates have a bachelor’s degree in a related field and at least two years of tax preparation experience, with proficiency in TurboTax or H&R Block, strong communication, attention to detail, and

Qualifications

• High school diploma or equivalent is commonly required in entry roles but this position requires a bachelor’s degree in a related field and 2+ years of tax preparation experience.
• Proficiency in tax software such as TurboTax or H&R Block is expected.
• Strong communication skills and the ability to work under pressure are essential.
• Attention to detail and deadline adherence are required for accurate filings.
• Familiarity with tax laws and regulations is a plus.

Responsibilities

• Preparing and filing individual and business tax returns
• Reviewing client information
• Calculating taxes
• Communicating with clients to gather necessary documentation
• Working closely with the tax team to ensure timely and accurate tax filings

Skills

Communication skills

Attention to detail

Deadline adherence

Education

Bachelor's degree in related field

Tools

TurboTax

H&R Block

Job description

Linden Birch, a trusted financial services company, seeks a full-time Tax Preparer in Sacramento, CA. This role offers competitive compensation and a active workplace.

As a Tax Preparer, you'll prepare and file individual and business tax returns, ensuring accuracy and compliance. Your tasks include reviewing client info, calculating taxes, and communicating with clients for necessary documentation.

Join a dedicated team of tax preparers and financial advisors in Sacramento, CA. Our office fosters a collaborative and productive work environment.

The annual salary range for this position is between $48,000 and $63,039, which is competitive within the industry. Benefits, including health insurance, retirement plans, and possibly paid time off, can be discussed in detail during the interview process. The role involves managing daily operations, coordinating with team members, and ensuring tasks are completed efficiently. Employees will use standard office software such as Microsoft Office Suite and may require proficiency in project management tools like Trello or Asana. The workplace is typically a modern office environment with a collaborative and supportive team culture. Candidates should have a bachelor's degree in a related field and at least two years of relevant experience. Strong communication skills and the ability to work well under pressure are essential requirements for this position.

Requirements include a high school diploma or equivalent, 2+ years of tax preparation experience, proficiency in tax software like TurboTax or H&R Block, strong communication skills, attention to detail, and deadline adherence.

Benefits

• Health insurance
• Retirement plans
• Possibly paid time off

Responsibilities

• Preparing and filing individual and business tax returns
• Reviewing client information
• Calculating taxes
• Communicating with clients to gather necessary documentation
• Working closely with the tax team to ensure timely and accurate tax filings

Requirements

• High school diploma or equivalent
• minimum of two years of experience in tax preparation
• Proficiency in tax preparation software
• Strong communication skills
• Attention to detail
• Ability to meet deadlines
• Familiarity with tax laws and regulations