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Tax Preparer

Tax Alchemy

Irvine, California

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JOB DETAILS
SALARY
$80,000–$100,000 Per Year
SKILLS
Accounting, Best Practices, Communication Skills, Consulting, Corporate Tax, Customer Relations, Customer Relationship Management (CRM), Data Collection, Detail Oriented, Develop and Maintain Customers, Federal Tax, Finance, Frequently Asked Questions (FAQ), Knowledge Base, Life Insurance, Local Tax, Offshoring, People Management, Problem Solving Skills, Project/Program Management, Research Skills, State Tax, Strategic Planning, Tax Accounting, Tax Planning, Tax Returns, Tax Software, Team Building, Technical Research, Technical Support, Time Management, Work From Home, Writing Skills
LOCATION
Irvine, California
POSTED
28 days ago

Description


We are seeking a highly motivated and technically proficient Tax Preparer with heavy business tax preparation experience to work on complex tax preparation for our clients. The ideal candidate will be a knowledgeable tax professional with experience preparing personal and business tax returns, conducting tax research, and communicating with clients. A key focus of this role will be to prepare complex business tax returns involving a variety of entity structures. The position will work with other members of the Tax Preparation department, under the direction and supervision of the Tax Manager. 

Minimum Qualifications
  • 3-6 years of experience in tax preparation, with increasing responsibility and complexity
  • Bachelor’s degree in Accounting, Finance, Taxation, or a related field; Master’s degree in Taxation is a plus
  • Advanced qualification (e.g. CAP, EA) in progress is required, completion is preferred
  • Familiarity with efficiency, workflow, communication, and tax preparation software (G-Suite, CRM platforms, UltraTax, etc.)
  • Knowledge of corporate and personal tax planning strategies
  • Additional experience in accounting, finance advisory, and/or consulting services 



Key Responsibilities


  • Prepare and manage federal, state, and local tax returns for a diverse client portfolio, with primary emphasis on Partnerships (Form 1065) , S-Corporations (Form 1120-S), C-Corporations (Form 1120), and complex individual (Form 1040) returns, various schedules, and workpapers
  • Perform review of less complex business and individual returns prepared by offshore teams, ensuring technical accuracy, consistency, and compliance
  • Conduct detailed tax research on complex technical issues
  • Prepare responses to notices from federal and state taxing authorities and assist with tax audit support
  • Own client engagements from document collection to final filing, managing deadlines and coordinating with internal teams for project support
  • Provide guidance and technical support to other team members
  • Maintain professional client relationships, gather necessary data efficiently, and clearly communicate tax implications and filing status
  • Contribute to company Knowledge Base for client FAQS and company Best Practices




Skills, Knowledge and Expertise


  • Ability to manage projects independently and take responsibility for complex outcomes
  • Exceptional attention to detail in a high-volume, deadline-driven environment
  • Proven ability to communicate complex tax issues both verbally to clients and in writing in research memos and review notes
  • Demonstrated ability to improve and streamline existing workflow processes
  • Skill in effectively managing communication and issue resolution with external teams (e.g. offshore partners)
  • High ethical standard, conducts self with honesty and integrity


Benefits


  • Remote work
  • Medical, dental, vision, life, and voluntary life insurance
  • 401(k) with company match
  • Paid vacation and sick days
  • Paid holidays
  • Continuing education
  • Teambuilding events

About the Company

T

Tax Alchemy

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