Tax Preparer

FreshTax; Santa Ana (CA); On-site; USD 50,000 - 70,000; Full time

Job summary

A tax preparation firm in California is seeking a Tax Preparer to handle individual and business tax returns. The ideal candidate will have 2+ years of experience, a strong understanding of tax laws, and proficiency in accounting software like QuickBooks. This role involves analyzing financial data to maximize client savings and educating clients on tax regulations. If you are detail-oriented and have a passion for numbers, apply today to help clients navigate the complexities of taxes.

Qualifications

• 2+ years of experience in tax preparation, corporate accounting, or financial sales.
• Strong understanding of tax laws, regulations, and compliance.
• Active CTEC certification or EA license required.

Responsibilities

• Prepare and review tax returns for individuals and businesses.
• Conduct thorough financial analyses to uncover tax savings.
• Educate clients on tax laws and regulations.

Skills

Attention to detail

Analytical skills

Sales mindset

Effective communication

Team collaboration

Education

Bachelor’s degree in Accounting or related field

Tools

QuickBooks

Sage

Excel

Job description

Overview

Tax Preparer – Join the FreshTax Team! Are you someone who finds joy in spreadsheets and sees tax codes as puzzles waiting to be solved? If so, FreshTax has the ultimate mission for you! We're searching for a Tax Preparer who can confidently navigate the complex world of tax returns with the skill of a pro and the passion of a true numbers enthusiast. Join FreshTax and become the hero behind financial peace of mind—where your talent for numbers will be appreciated and your love for tax law can truly shine.

Responsibilities

• Be the Tax Expert: Prepare and review tax returns for individuals and businesses, ensuring every deduction and credit is accounted for.
• Think Like a Detective: Conduct thorough financial analyses to uncover tax savings and minimize liabilities. Your attention to detail will make the difference.
• Master the Tools: Use accounting software like QuickBooks and Sage to manage client records and produce accurate returns. Excel skills are a big plus.
• Educate and Advise: Provide guidance to clients on tax laws and regulations—think of yourself as their go-to advisor in a sea of IRS rules.
• Stay Current: Keep up with the latest tax laws and industry changes. Be ready to adapt and bring fresh insight to your work.
• Collaborate for Success: Work alongside other talented professionals to deliver excellent service and support to our clients.
• Spot the Trends: Analyze financial data to identify patterns and potential issues—help clients stay ahead of the curve.
• Build Relationships: Develop and maintain strong client connections. Your ability to communicate and build trust is key.
• Promote Your Superpowers: Contribute to business growth through financial sales and client engagement.

Qualifications

• Education: Bachelor’s degree in Accounting or related field (preferred but not required).
• Experience: 2+ years of experience in tax preparation, corporate accounting, or financial sales.
• Tax Knowledge: Strong understanding of tax laws, regulations, and compliance.
• Software Proficiency: Skilled in accounting tools like QuickBooks, Sage, and Excel.
• Typing & Tech Skills: Solid 10-key typing ability and overall tech-savviness.
• Analytical Strength: Excellent problem-solving and critical thinking skills.
• Deadline Focused: Ability to work well under pressure and meet deadlines.
• Sales Mindset: Comfortable engaging in sales conversations and marketing efforts.
• Clear Communicator: Able to explain complex financial information in simple, understandable terms.
• Detail-Oriented: Strong attention to detail and organizational skills.
• Team Player: Capable of working independently and collaborating with the team.
• Financial Knowledge: Familiarity with key financial concepts and terminology.
• Certifications: Active CTEC certification or EA license required, along with a valid PTIN and CTEC registration.

If you're ready to put your tax preparation skills to work at a company that values your expertise and celebrates your passion, apply today at FreshTax. Let’s tackle the tax code together and help clients find real solutions.