Job Title – Tax Preparer (EA or CTEC certified)
Location – LA Crescenta, CA
Salary – DOE
Job Summary of the Tax Preparer position
Integr8staff seeks a Tax Preparer or Tax Accounting Clerk with EA or CTEC certification for our client, an established and regionally recognized accounting firm in La Crescenta, CA.
Responsibilities of the Tax Preparer position
Assist customers in preparation for filing of tax return with personal or business inquiries, or tax-related questions and calculations
Compile, prepare and complete personal, business tax returns (S-Corp, LLC’s, etc) and prepare for processing.
Communicate directly with the customer to request information and as needed
Gathering/organizing and accurately entering customer data in the federal and state tax returns for review
Resolve one-off accounting and consulting work on demand for clients
Researching difficult tax issues and concluding on proper client advice
Prepare federal and state individual and business income tax returns for current and past years using Microsoft Excel, Drake and QuickBooks Online software
Manage the project tracking system for your internal work flow
Working in conjunction with a Partner or Manager as a support resource
Use IRS wage and income transcripts.
Follow up with clients for signing and acknowledgement of tax returns.
Requirements of the Tax Preparer position
Prior tax preparation experience in a tax practice or retail setting required.
CTEC or EA certification required
Software experience with Drake, QuickBooks Online and MS Excel
Knowledge of tax laws, tax concepts and familiarity with form 1040 and schedules
Strong customer service skills with ability to empathize and instill confidence
Ability to work within a team to assist in preparation of accurate tax returns in a timely manner
Strong Research skills and the ability to quickly use online resources to find answers
College degree in business finance or accounting preferred.
Bilingual (English/Spanish) communication skills (written & spoken) a plus
Updated resume is required for consideration. Only Local candidates will be considered - Position does not offer relocation or visa sponsorship.