Position: Tax Preparer (Enrolled Agent) for Growing California Tax Practice

About Us:

Join our thriving tax practice with a strong foothold in the industry for over 16 years. Our California-based operation serves a diverse clientele, ranging from tech industry professionals to small business owners. We are seeking dedicated and knowledgeable IRS Enrolled Agents/CTEC certified tax preparers to further elevate our services and contribute to our continued growth.

Role Overview:

As a Tax Preparer (Enrolled Agent/CTEC), you'll play a pivotal role in our client-focused tax practice. You'll utilize your expertise to meticulously prepare individual and business tax returns for High Net Worth Individuals.

Responsibilities:

- Utilize your in-depth understanding of tax forms and their implications to accurately prepare and review client tax returns.

- Manage the entire tax preparation process, from document collection to client signatures, ensuring a seamless experience for our clients.

- Analyze year-over-year data to identify missing information or documents, ensuring comprehensive and accurate returns.

- Collaborate closely with owners, who engage directly with clients, to ensure timely and precise completion of returns.

Qualifications:

- Bachelor's degree in Accounting or a related field.

- IRS Enrolled Agent status/CTEC Certified

- A minimum of 2 years' experience preparing individual tax returns

- Proficiency in navigating tax software (UltraTax experience a plus) and confidently handle tax-related documents.

- Impeccable attention to detail, combined with strong analytical skills.

Benefits:

- Competitive compensation ranging from $25-$50/hr DOE

- Opportunity for professional growth in a recession-proof industry.

- Access to ongoing professional development through specialized courses.

- Direct mentorship and guidance from experienced owners.

- Expand your skill set to include bookkeeping, payroll, accounting, and tax planning.

Requirements:

- Proficient in individual and business tax return preparation.

- Familiarity with W2s, 1098s, 1099s, K-1s, and schedules such as E and C.

- Familiarity with FBAR/FATCA Filings

- Familiarity with Foreign Tax Credit and it’s tax implications in the US and abroad for our foreign clients

- Familiarity with depreciation and amortization, ability to correctly categorize depreciable assets and well as knowledge of when and how to capitalize expenses.

- Familiarity with LLC, S-corp, and C-corp returns with companies that are either foreign entities or have foreign entity partners. K-1s should be accurate with all correct deductions, credits and worksheets attached for business clients.

- Ability to perform in depth tax research using IRS publications and rev procs.

- Skilled in completing accurate extensions with balance due payments.

Why Join Us:

At our company, you'll find a warm and collaborative team committed to excellence. We value your skills and dedication and provide an environment where you can make a meaningful impact on clients' financial well-being. With a solid client base spanning generations, you'll enjoy career stability and personal growth.

If you're an Enrolled Agent/CTEC Certified Tax Preparer looking to contribute to a respected and growing tax practice, while enjoying ongoing professional development, we'd love to hear from you. Apply now and become a part of our success story.

Location:

Burlingame, CA

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