*Job Description:*
*Role: Tax Preparer*
*Location: San Diego, CA/Onsite*
*Job Type: Fulltime/Permanent*
*About the job*
In addition to financial planning, we offer tax planning/preparation, estate planning, and investment services for our clients.
Our staff of 8 work closely together to ensure our clients are truly taken care of.
We are a hard-working group and provide a pleasant low-stress environment.
While the job description is below, personality and a pleasant office demeanor with the ability to relate to our 55+ clientele age group is key.
We prepare approx.
700 tax returns, a mix of personal and business.
Additionally, we have about 25 corporate bookkeeping/payroll clients.
This is a Full-Time position as a tax preparer which includes some bookkeeping.
The ideal candidate would become the tax manager and supervise the tax side of our business.
*You MUST have the following:*
* Have prepared tax returns for the past 3 seasons, individuals a must, business a plus
* CTEC/EA/CPA
* Proficient in QuickBooks and Excel.
Drake software is a plus, but not required.
* Organizational and communication skills must be excellent
Job Type: Full-time
Salary: $50,000.
00 - $60,000.
00 per year
Benefits:
* Health insurance
Experience level:
* 3 years
Weekly day range:
* Monday to Friday
Application Question(s):
* Are you a US Citizen?
* Are you a Green Card Holder?
* What is your email address/email ID?
* What is your Current Location? Mention the location with zip code
* What would be your notice period if offered?
* What is your salary expectation for fulltime per annum?
* What is the reason for a job change from your current employment?
Experience:
* Tax Returns: 3 years (Preferred)
License/Certification:
* CTEC/EA/CPA (Preferred)
Ability to Commute:
* San Diego, CA 92103 (Preferred)
Work Location: In person
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