Tax Preparer

Catalyst Prime Group; San Diego (CA); On-site; USD 75,000 - 99,000; Full time

Job summary

Catalyst Prime Group in San Diego, CA is seeking a Tax Preparer to join our finance team. This full-time role focuses on preparing and filing individual and business returns and providing client-focused tax planning and compliance support.

With a 3+ year background in tax preparation (CPA preferred), you will work with analysts, accountants, and advisors in a collaborative office environment to deliver accurate results and proactive tax strategies for our clients.

Qualifications

• A degree in Accounting, Finance, or a related field, or equivalent experience.
• At least 3 years of experience in tax preparation, preferably with a CPA license.
• Strong attention to detail and a keen eye for accuracy.
• Excellent communication and interpersonal skills, with the ability to build rapport with clients.
• Proficient in tax preparation software, such as TurboTax or QuickBooks.
• A passion for learning and staying current with industry trends and best practices.

Responsibilities

• Prepare and file individual and business tax returns accurately and efficiently.
• Stay up-to-date with the latest tax laws and regulations to ensure compliance.
• Provide excellent customer service to clients, answering their questions and addressing their concerns.
• Collaborate with our team to develop and implement new tax strategies and solutions.
• Assist in the preparation of tax-related reports and presentations for clients.
• Participate in team meetings and brainstorming sessions to share ideas and contribute to our collective success.

Skills

Attention to detail

Communication skills

Interpersonal skills

Team collaboration

Education

Bachelor's degree in Accounting, Finance, or related field

CPA license preferred

Tools

TurboTax

QuickBooks

Job description

Tax Preparer at Catalyst Prime Group in San Diego, CA. Full-time position with a salary range of $75,000 to $98,931.

Prepare and file individual and business tax returns, ensuring accuracy and compliance with tax laws. Assist clients with tax planning and preparation services. Review and analyze tax documents to identify potential tax-saving opportunities.

Working with a team of financial professionals in a collaborative environment in San Diego, CA, offers a dynamic and supportive atmosphere. This setting fosters open communication, shared goals, and collective problem-solving, allowing for the exchange of diverse ideas and expertise. The team consists of analysts, accountants, and advisors who work together to provide comprehensive financial solutions. The office is located in the vibrant city of San Diego, known for its beautiful beaches, diverse culture, and mild climate. The collaborative environment encourages teamwork and innovation, making it an ideal place to grow and develop professional skills.

The salary range for this position is between $75,000 and $98,931 per year, which is competitive within the industry. In addition to the base salary, employees may be eligible for a comprehensive benefits package that includes health insurance, which covers a wide range of medical services and prescriptions. Retirement plans, such as a 401(k) or pension scheme, are also typically offered to help employees save for their future. Furthermore, paid time off, including vacation days, sick leave, and holidays, is usually provided to ensure a healthy work-life balance. These benefits contribute to the overall compensation package and are designed to support the well-being and financial security of the employees.

Bachelor's degree in Accounting, Finance, or a related field. Experience in tax preparation or accounting is preferred. Strong attention to detail and analytical skills are required.

What you will do:

1. Prepare and file individual and business tax returns accurately and efficiently.
2. Stay up-to-date with the latest tax laws and regulations to ensure compliance.
3. Provide excellent customer service to clients, answering their questions and addressing their concerns.
4. Collaborate with our team to develop and implement new tax strategies and solutions.
5. Assist in the preparation of tax-related reports and presentations for clients.
6. Participate in team meetings and brainstorming sessions to share ideas and contribute to our collective success.

What we need:

1. A degree in Accounting, Finance, or a related field, or equivalent experience.
2. At least 3 years of experience in tax preparation, preferably with a CPA license.
3. Strong attention to detail and a keen eye for accuracy.
4. Excellent communication and interpersonal skills, with the ability to build rapport with clients.
5. Proficient in tax preparation software, such as TurboTax or QuickBooks.
6. A passion for learning and staying current with industry trends and best practices.