Posted : Sunday, November 05, 2023 04:25 AM
*Job Description:*
*Role: Tax Preparer*
*Location: San Diego, CA (onsite)*
*Job type: Full Time/Permanent*
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
Job Type: Full-time
Salary: $50,000.
00 - $60,000.
00 per year
Benefits:
* Flexible schedule
* Health insurance
* Work from home
Experience level:
* 3 years
Weekly day range:
* Monday to Friday
License/Certification:
* CPA OR EA OR CTEC (Required)
Work Location: On the road
• Phone : NA
• Location : San Diego, CA
• Post ID: 9053549247
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