Tax Preparer

Confidential; San Mateo (CA); On-site; USD 60,000 - 75,000; Full time

Job summary

Confidential in California’s San Mateo area is seeking a detail-oriented Tax Preparer to join our CPA firm. You will prepare and review individual, business, trust, and other tax returns while ensuring compliance with all federal, state, and local regulations.

Key duties include tax research, identifying tax-saving opportunities, and advising clients on planning strategies, while maintaining client confidentiality and staying current with changing tax laws.

Responsibilities

• Prepare federal, state, and local income tax returns for individuals.
• Prepare partnership (Form 1065) and corporate (Forms 1120/1120S) returns.
• Prepare fiduciary and trust returns (Form 1041) and estate/gift returns as applicable.
• Analyze financial records, accounting reports, and supporting documents.
• Conduct tax research and interpret tax regulations.
• Identify tax-saving opportunities and advise on tax planning strategies.
• Review completed tax returns for accuracy and completeness.
• Communicate with clients to obtain information and resolve questions.
• Assist clients with IRS, state, and local tax notices.

Job description

We are seeking a detail-oriented and knowledgeable Tax Preparer to join our CPA firm. The Tax Preparer will be responsible for preparing and reviewing individual, business, trust, and other tax returns while ensuring compliance with federal, state, and local tax regulations. The ideal candidate possesses strong analytical skills, excellent client service abilities, and a commitment to accuracy and confidentiality.

Key Responsibilities

• Prepare federal, state, and local income tax returns for: Individuals (Form 1040)
• Partnerships (Form 1065)
• Corporations (Forms 1120 and 1120S)
• Fiduciary and Trust Returns (Form 1041)
• Gift and Estate Tax Returns, as applicable
• Analyze financial records, accounting reports, and supporting documentation.
• Conduct tax research and interpret tax regulations.
• Identify tax-saving opportunities and advise clients on tax planning strategies.
• Review completed tax returns for accuracy and completeness.
• Communicate with clients to gather necessary financial information and resolve tax-related questions.
• Assist clients with IRS, state, and local tax notices.
• Maintain client confidentiality and comply with professional standards.
• Stay current with changes in tax laws and regulations.
• Support partners and managers with special projects and tax planning engagements.