Tax Staff Hybrid

Krutilla & Associates Inc; Walnut Creek (CA); On-site; USD 50,000 - 70,000; Full time

Job summary

A local CPA firm in Walnut Creek, California, is seeking qualified candidates to prepare tax returns on a seasonal, full-time, or part-time basis. The role involves working on individual, partnership, corporate, and trust tax returns while offering flexible work from home options. Successful candidates will have a bachelor's degree, strong organizational skills, and proficiency in Microsoft Excel. Experience in a team environment is preferred.

Qualifications

• Familiarity with Microsoft Office products (including Word and proficiency in Excel).
• General knowledge of accounting principles.
• Able to handle confidential information appropriately.

Responsibilities

• Preparation of Individual, Partnership, Corporate, and/or Trust tax returns.
• Perform online tax research.
• Assist with inquiries from the IRS and state tax authorities.

Skills

Attention to detail

Organizational skills

Ability to work in a team

Microsoft Excel proficiency

Professionalism

Education

Bachelor degree

Job description

Overview

We are seeking qualified candidates to prepare tax returns on a seasonal, full-time, or part-time basis. Our full-time employees will be expected to work some overtime but less than a typical CPA firm. Part-time employees generally do not work overtime, and seasonal employees' schedules fluctuate throughout the year.

Qualified candidates will obtain experience working on many challenging projects in a casual environment. Candidates will work as part of a team to complete tax returns and advise clients on tax planning opportunities. Candidates will also have an opportunity to work directly with our clients to provide planning ideas and to obtain documents necessary for the preparation of tax returns.

Responsibilities

• Preparation of Individual, Partnership, Corporate, and/or Trust tax returns
• Accounting calculations needed to prepare tax returns and quarterly estimates
• Perform online tax research
• Development of general technical and tax planning skills
• Assist with inquiries from the IRS and state tax authorities

Qualifications

• Bachelor degree
• Familiarity with Microsoft Office products (including Word and proficiency in Excel)
• General knowledge of accounting principles
• Outstanding organizational skills with ability to prioritize and multitask
• Fast learner, detail-oriented, and professional
• Able to handle confidential information appropriately
• Able to work both in a team environment and independently
• Working towards completion of CPA or EA exam preferred

Work Arrangements

Flexible work from home options available.