Tax Preparer

Louis Tommasino CPA & Associates; San Diego (CA); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Productivity bonuses

Growth opportunities

Job summary

Louis Tommasino CPA & Associates in San Diego is seeking a staff accountant and tax preparer for our University City office. The role is full-time (40 hours) with peaks of 50 hours during busy seasons. Salary ranges from $75,000 to $100,000 based on billings and experience.

The position offers bonuses, growth with a dynamic firm, and opportunities to expand tax planning services with clients. You will work with individuals, businesses, and trusts, using Lacerte and QuickBooks to prepare and file

Qualifications

• 4+ years tax preparation experience using Lacerte.
• CPA or Enrolled Agent (EA) registration minimum requirement.
• Experience with individual, corporate, partnership, and trust/estate tax returns.
• Ability to discuss tax planning and tax minimization strategies with clients incoming advisory role.
• Ability to review financial statements with client advisory and knowledge of QuickBooks.

Responsibilities

• Interview clients to gather financial information and documentation for tax returns.
• Prepare individual, corporate, and partnership income tax returns per tax laws and firm procedures.
• Enter and review tax information, verify trial balances, and prepare workpapers.
• Compare current-year returns with prior-year to identify discrepancies or errors.
• Prepare and distribute tax organizers, communicate with clients about missing information.
• Research tax issues using professional resources and assist in resolving notices from tax authorities.
• Identify potential tax-planning opportunities and refer to senior tax professionals.
• Print, assemble, and organize tax returns and maintain client document records.
• Prepare weekly client status updates and work plans.
• Develop and maintain spreadsheets for tax prep and accounting analyses.
• Update internal tax manuals and procedures as needed.
• Assist in supervising junior tax preparers and data-entry personnel.

Skills

Tax preparation

Tax planning

Client advisory

Organization

Independent work

Education

CPA or EA

Tools

Lacerte

QuickBooks

Job description

Louis Tommasino CPA & Associates is seeking a staff accountant and tax preparer for our San Diego (University City) office. The position is full-time (40 hours) and 50 hours during peak seasons. The salary is from $75 base salary up to $100,000 based upon billings and experience.

What's in it for you

• Productivity and lead-generation bonuses
• Ability to grow with a unique and dynamic company

Desired Skills and Experience

• 4+ years tax preparation experience using Lacerte
• CPA, Enrolled agent (EA), registration minimum requirement
• Experience with individual, corporate, partnership, and trust/estate tax returns.
• Ability to discuss tax planning and tax minimization strategies with client developing into a trusted advisor role.
• Ability to review financial statements with client advisory and knowledge of the Quickbooks accounting software
• Ability to organize and prioritize client projects
• Ability to work independently and as part of a client-service team

Job Duties

• Interview clients to gather the financial information and documentation needed to prepare accurate tax returns.
• Prepare individual, corporate, and partnership income tax returns in accordance with applicable tax laws and firm procedures.
• Enter and review tax information, verify trial balances, and prepare supporting workpapers.
• Compare current-year tax returns with prior-year returns to identify discrepancies, unusual items, and potential errors.
• Prepare draft tax returns, reconcile information against original documentation, and submit completed returns to the Tax Manager for review.
• Prepare and distribute tax organizers, communicate with clients regarding missing information or unusual tax matters, and monitor the status of client engagements.
• Research tax issues using professional tax resources and assist in resolving questions or notices received from federal, state, and local tax authorities.
• Identify potential tax-planning opportunities and refer appropriate matters to senior tax professionals and the high-net-worth client team.
• Print, assemble, and organize tax returns and maintain accurate records of client documents, correspondence, and filings.
• Prepare weekly client status updates, work plans, and individual performance reports.
• Develop and maintain spreadsheets for tax preparation, accounting analysis, and special projects.
• Maintain and update internal tax manuals, procedures, and documentation as needed.
• Assist in supervising and training junior tax preparers, bookkeepers, and data-entry personnel working on assigned client engagements.
• Coordinate with team members to manage workloads, meet deadlines, and ensure timely completion of tax engagements.
• Perform other related duties as assigned by firm management.

About Louis Tommasino CPA & Associates

Serving the San Diego and Arizona communities since 1996, Louis Tommasino CPA & Associates is a full-service accounting firm committed to helping our clients define and achieve success while reducing the financial stress in their lives. We feature a unique and proprietary ERAP process to help our clients manage enterprise risk.Our firm focuses on the healthcare, restaurant, manufacturing, entertainment, and real estate industries.Our employee mission is to create a relaxed, learning, and professional environment for our employees to thrive.

Discover the Louis Tommasino CPA & Associates difference!

Louis Tommasino CPA & Associates