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Tax Preparer

Falchini & Clements CPAs

Tax Preparer

Simi Valley, CA
Full Time
Paid
  • Responsibilities

    Job Description

    We are a small, family owned accounting firm with a friendly, casual and low-stress environment in which we focus on quality work.

    Seeking a tax preparer to assist with our small practice (total of about 200 clients) of business and personal income tax clients.

    Responsibilities include:

    • Managing the in-person tax appointment calendar
    • Conducting tax interviews and preparing returns
    • Preparing extensions and quarterly estimates
    • Researching tax issues and communicating results with clients
    • Prepare and file tax documents, such as income tax returns
    • Check documents for errors
    • Meet with clients
    • Provide support to clients in the case of an IRS audit
    • Perform other clerical duties as necessary

    Tax Preparer Requirements and Qualifications

    • High school diploma or GED certificate; bachelor's degree in finance or accounting is preferred
    • Valid Preparer Tax Identification Number (PTIN)
    • Enrolled Agent (required if not CPA)
    • Certified Public Accountant license (preferred)
    • Bookkeeping experience
    • Familiarity with UltraTax software
    • Familiarity with Quickbooks software and Generally Accepted Accounting Principles (GAAP)

     

    Company Description

    We have focused on bookkeeping and payroll for the past 10 years and have recently purchased a small tax practice from an affiliated firm. We need an experienced tax manager to help with this transition and implement best practices throughout the firm.