About Us: We are a dynamic tax planning firm that prioritizes strategic financial guidance for our clients, with tax preparation as a fundamental service. Our clientele includes high-net-worth individuals. We are seeking a skilled and detail-oriented Tax Preparer who thrives in a fast-paced environment and is eager to grow within our firm.
Work Arrangement:In-Person Only Hours:9:00 AM – 6:00 PM (extended hours during tax season may apply)
Responsibilities:
Accurately prepare and review individual, business, foundation, and trust tax returns.
Enter and analyze financial data to ensure compliance with tax regulations.
Work closely with tax planning professionals to optimize client tax strategies.
Manage multiple client accounts efficiently while meeting deadlines.
Stay up to date with tax laws and industry changes to provide top-tier service.
Maintain strict confidentiality and professionalism in handling sensitive financial information.
Qualifications:
Proven experience in tax preparation, particularly with high-net-worth individuals and complex returns.
Strong data entry skills with attention to detail and accuracy.
Ability to manage multiple tasks and prioritize work in a deadline-driven environment.
Familiarity with tax software and accounting systems.
Excellent communication skills and ability to work collaboratively with a team.
CPA or EA designation is a plus but not required.
Why Join Us?
Opportunity to grow and develop new skills within a supportive and knowledgeable team.
Work with a sophisticated client base and gain exposure to advanced tax planning strategies.
Competitive compensation and potential for career advancement.
If you are a dedicated tax professional looking for a challenging and rewarding opportunity, we encourage you to apply!
Numbers & Facts
Location
Long Beach, CA
Job Type
Full-time
Skills
Accounting Softwareunmatched
Certified Public Accountant (CPA)unmatched
Communication Skillsunmatched
Data Entryunmatched
Dental Insuranceunmatched
Detail Orientedunmatched
Establish Prioritiesunmatched
Financial Analysisunmatched
Financial Strategyunmatched
Health Insuranceunmatched
High Net Worthunmatched
Maintain Complianceunmatched
Multitaskingunmatched
Regulatory Complianceunmatched
Sales Managementunmatched
Strategic Planningunmatched
Tax Accountingunmatched
Tax Planningunmatched
Tax Regulationsunmatched
Tax Returnsunmatched
Tax Softwareunmatched
Team Playerunmatched
Time Managementunmatched
Training/Teachingunmatched
Vision Planunmatched
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