Tax Pro & Client Advisory

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

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.