*About the job*
Tips: Provide a summary of the role, what success in the position looks like, and how this role fits into the organization overall.
We are a growing financial planning firm in the beautiful Mission Hills area of San Diego.
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, 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 a plus, not required.
* Organizational and communication skills must be excellent
*Benefits:*
* Medical insurance
* Long-Term Disability
* 401K benefits
* Bonus Opportunities and a Great Working Environment
*Additional Compensation*:
* Bonuses
* Pay based on experience
*Benefits*:
* Health insurance
* Dental insurance
* Vision insurance
* Retirement plan
* Paid time off
* Professional development assistance
This Company Describes Its Culture as:
* Stable -- traditional, stable, strong processes
* Detail-oriented -- quality and precision-focused
* People-oriented -- supportive and fairness-focused
PTIN Certification:
* YES
*Schedule*: Monday to Friday
*Job Type*: Full-time
Job Type: Full-time
Salary: Up to $80,000.
00 per year
Benefits:
* Flexible schedule
* Health insurance
* Work from home
Experience level:
* 2 years
* Under 1 year
Weekly day range:
* Monday to Friday
Application Question(s):
* How many years of experience do you have as a Tax Preparer?
* Do you have CTEC/EA/CPA?
* Do you have experience into QuickBooks and excel?
* Have prepared tax returns for the past 3 seasons, individuals a must, business a plus?
* Are you willing to relocate or commute to San Diego, CA?
Work Location: On the road
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