Job Description

COMPANY DESCRIPTION

K&S Law Group, P.C. is a boutique tax law firm in Newport Beach, we are looking for a full-time (in-office) customer service-oriented tax preparer. The ideal candidate will work at a fast pace with a high level of attention to detail, and have knowledge of software including Microsoft Office, Microsoft Excel, Adobe Acrobat, and Drake accounting and Drake tax preparation. Hours may be flexible, and we will provide any additional training. Candidates must possess either a Tax Preparation Certification, Enrolled Agent or CPA license, or have equivalent experience as well as previous tax preparation experience. Compensation will be based on experience.

JOB SUMMARY:

· Functions in a role between the client, paralegal, and the attorney.

· Tax preparation for C-corporations, S-Corporations, Partnerships, Fiduciary, Non-Profit Organizations, and individual tax returns.

· Preparation of sales tax returns.

· Answer phone calls, send client intake forms, prepare client agreements, retrieve IRS transcripts, file tax power of attorney forms, and send client request list.

· The position requires technical, client service, marketing, administration skills.

· Prepare IRS and FTB Forms for financial statements, power of attorney, S-elections, and more.

ESSENTIAL FUNCTIONS:

• Customer service oriented and friendly to answer phone calls, send and respond to customer inquiry or send request lists to clients;
• Cash basis bookkeeping for clients;
• Drake, MS Word, Adobe Acrobat, and MS Excel;
• Ability to work independently and work on a return from start to finish, including scanning of tax documents and obtaining missing items/information;
• Strong attention to detail – must be able to analyze what will be needed for a return and get familiar with company processes in obtaining information needed for any return;
• Discuss client matters with IRS and other taxing authorities in response to tax notices;
• Have excellent communication skills – ease of communication within the firm, as well as with clients via email and/or calls;
• Strong organization skills, with ability to multi-task and handle multiple returns throughout the season within a growing firm;
• Seeking a responsible, professional individual who can take full charge and get familiar with clients and their entities. Ability to assist with clients’ needs – i.e., making estimated tax payments, state/other filings, etc.;
• Prepares and reviews the most complex client working trial balance from source documents and bank statement reconciliations;
• Prepares tax planning projections for individual and corporate estimated tax liability;
• Assumes complete responsibility for less complex business and individual clients;
• Performs less complex tax research projects;
• Gains expertise in all tax software programs, including Drake Software;
• Communicates directly with Clients and develops relationships through business and social meetings;
• Meets with prospective clients and cultivates prospects through referral sources;
• Assists with tax administration projects assigned by owner;
• Availability Full-Time and Over Time during busy season; and
• Ability to meet deadlines

GENERAL JOB INFORMATION:

Competitive compensation; great opportunity for career development and advancement. Please submit your resume.

• Job Title: Tax Associate
• Work Location: Newport Beach, California
• Department: Tax
• Travel 0%: Up to 15%
• Reporting to: Owner
• Classification: 1.5x OT or Exempt (depending on experience, credentials, & position)
• Position Type: Full-time
• Hours per Work Week: 40 (M-F 8-hour shift, busy season hours are subject to change)
• Annual Salary: $ 55,000.00 - $60,000.00 
• Paid sick leave (every 30-hours worked 1 hour of sick leave)
• Medical leave, family leave, and any other leave under California or Federal law enforced
• Bonus commensurate on performance (annual)

ELIGIBILITY QUALIFICATIONS

EDUCATION:

• AA Degree, High school or equivalent, bachelor’s degree in accounting (Preferred)

EXPERIENCE:

• Tax Experience: 1-2 year
• Customer Service: 1 -2 year (Preferred)

LICENSE/CERTIFICATION:

• CPA (Preferred)
• Enrolled Agent (Preferred)
• CTEC (Preferred)

COMPETENCY

• Multitasking
• Verbal and Written Communication
• Project Management
• Client Service
• Critical Thinking Skills

ABOUT THE FIRM

K&S Law Group, P.C. is a full-service tax law firm with knowledge and experience in tax controversy, tax compliance, bookkeeping, accounting, domestic tax and international tax counsel. Our client base spans many different industries and cities; every client receives a personal and tailor-made experience to match their unique business needs. A highly qualified team of experts take a proactive approach to assist clients in navigating the daily business operation cycle, achieving clients’ financial objectives and business growth.

EQUAL EMPLOYMENT OPPORTUNITY STATEMENT

K&S Law Group, P.C. is an equal opportunity employer that does not discriminate in employment and ensures equal employment opportunity for all persons regardless of their race, color, religion, sex, sexual orientation, gender identity, national origin, or status as a qualified individual with a disability or Vietnam era or other protected veteran.

K&S Law Group, P.C. policy applies to all terms and conditions of employment. To achieve our goal of equal opportunity, we maintain a recruiting program through which we take good faith efforts to recruit, hire and advance in employment-qualified minorities, women, persons with disabilities, Vietnam era veterans, and other protected veterans.

Company Description

K&S Law Group, P.C. is a full-service tax law firm with knowledge and experience in tax controversy, tax compliance, bookkeeping, accounting, domestic tax and international tax counsel. Our client base spans many different industries and cities; every client receives a personal and tailor-made experience to match their unique business needs. A highly qualified team of experts take a proactive approach to assist clients in navigating the daily business operation cycle, achieving clients’ financial objectives and business growth.