Tax Preparer for Digital-Focused Firm

Bbsi; Canyon Lake (CA); On-site; USD 50,000 - 90,000; Full time

Job summary

Join a forward-thinking tax strategy firm as a Tax Preparer, where your expertise will empower real estate clients to navigate complex tax regulations. In this dynamic role, you'll leverage technology to deliver personalized tax solutions, ensuring compliance and maximizing benefits. Collaborate with a dedicated team in a supportive environment that values innovation and communication. Enjoy a flexible work schedule and comprehensive benefits while contributing to the financial success of small businesses and real estate investors. This is an exciting opportunity to grow in your career and make a significant impact in the industry.

Benefits

401(k) match up to 3%

Long-term disability coverage

Life insurance coverage

Health insurance 75% covered

40 hours of paid sick or vacation time

Flexible work schedule

Qualifications

• 5+ years of tax preparation experience, especially with real estate clients.
• Proficiency in tax software and excellent communication skills.

Responsibilities

• Prepare tax returns for real estate clients, ensuring compliance with tax laws.
• Conduct client meetings electronically and deliver timely updates.

Skills

Tax Preparation

Client Communication

Attention to Detail

Problem Solving

Education

EA or CPA Certification

Tools

TaxAct

TaxDome

Google Docs

Google Sheets

Gmail

Microsoft PowerPoint

Job description

BBSI Tax Preparer for Digital-Focused Firm

Canyon Lake, CA · Full time

Are you a detail-oriented tax professional with a passion for small business and real estate? Our innovative tax strategy firm is seeking a skilled Real Estate Tax Preparer to join our team. We specialize in serving real estate business clients, investors, and small businesses, providing personalized tax solutions in a digital-first environment. If you're dedicated to accuracy, thrive in a fast-paced setting, and excel in client communication, we want to hear from you!

Description

Our firm is at the forefront of leveraging technology to deliver exceptional tax solutions. We are committed to helping our clients achieve their financial goals through innovative and personalized tax strategies. We value integrity, excellence, and a collaborative approach to solving complex tax issues.

Responsibilities:

• Meticulously prepare tax returns for real estate entities and investors, ensuring compliance with relevant tax laws and regulations, navigating complex tax regulations, and maximizing benefits mainly in the real estate industry.
• Conduct all client meetings and communications electronically via secure Zoom portals, maintaining professionalism and confidentiality.
• Deliver timely updates and responses to client inquiries, demonstrating a commitment to exceptional service and client satisfaction.
• Collaborate effectively with internal team members to streamline processes and optimize client outcomes.

Requirements:

• EA or CPA certification preferred.
• Minimum of 5 years of experience in tax preparation, with a focus on real estate clients and businesses.
• Proficiency in tax preparation software (e.g., TaxAct, TaxDome), Google Docs, Sheets, Gmail, etc., and Microsoft PowerPoint.
• Excellent communication skills, both verbal and written, with the ability to explain complex tax concepts clearly and concisely.
• Strong attention to detail and accuracy, with a commitment to delivering high-quality work.

Benefits:

• 401(k) match up to 3%
• Long-term disability coverage for employees, 100% covered
• Life insurance for employees, 100% covered
• Health insurance, 75% covered for employees
• 40 hours of paid sick or vacation time
• Flexible work schedule: 24-40 hour work weeks with a minimum requirement of Monday to Friday (Tax Season full time will be required)

As our Tax Preparer, you will be instrumental in ensuring the precise and efficient handling of tax matters for our real estate and small business clients. Your role is pivotal in supporting the financial success of our real estate clients, facilitating compliance with tax laws, and optimizing their tax outcomes in a dynamic and ever-evolving industry.

Opportunities for Growth:

We are committed to your professional development. Our firm offers continuous training programs and opportunities for career advancement, helping you stay ahead in the fast-changing world of tax and real estate.

Why Join Us?

• Be part of a technology-savvy firm that values innovation.
• Work in a supportive environment where communication is key.
• 3 months in office probation period then enjoy a flexible work schedule that promotes work-life balance. Quarterly in-office meetings may be required.
• Benefit from comprehensive health and financial benefits.

Compensation: Negotiable, depends on your experience. Includes benefits, commission, and bonuses.