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Tax Preparer

Tax Relief Advocates

Tax Preparer

Irvine, CA
Full Time
Paid
  • Responsibilities

    Job Description

    POSITION SUMMARY:

    Analyze client financial situations based on information provided by the client, tax associates and from Federal & State Agencies. Work closely with various teams to deliver key components to provide resolution to our clients.

    RESPONSIBILITIES:

    • Prepare 1040s, 1065s, 1120, 1120s, 1041s, 941’s, amended returns, state returns
    • Ability to consult with clients to discuss a variety of tax planning strategies, ranging from: Advising on withholdings adjustments, Entity corrections, Formations to stock sales timing and various other specialized transactions
    • Proficient with Pronto & Proseries (Tax Software) preferred
    • Prepare individual and business tax returns and ensure their proper, accurate, and timely submission.
    • Properly research and seek the advice of senior preparers when confronted with particularly challenging tax circumstances.
    • Work closely with clients to obtain personal information regarding potential deductions, educational grants, or allowances.
    • Work with our client’s best interest in mind always.
    • Communicate with clients regarding their tax preparation services.
    • Inform clients of important paperwork and documentation needed to complete tax returns properly.

    EDUCATION AND EXPERIENCE REQUIREMENTS:

    • 2+ years Tax Preparation Experience (1040s, 1065s, 1120, 1120s, 1041s, state returns preparation preferred)
    • MUST HAVE* CTEC Licensed (Active/Renewed) & PTIN*
    • Experience with CRM LOGICS

    WHAT WE CAN OFFER:

    • Monthly Bonuses and SPIFS!
    • Medical, Dental, Vision,
    • 401K and Company Match Plan
    • Paid Time Off (Vacation, Sick, Holiday)
    • Career Opportunities & Progressive Career Paths
    • Award Winning Work Culture!

    JOB TYPE: Full-time

    Company Description

    At TRA we strive, with relentless ambition, to be a place driven on empathy and service to our clients and our community. We thrive on a Work Hard, Play Harder mentality and are driven to make a lasting difference in the lives of those we encounter, not just in our backyard, but across the United States and beyond. That is the TRA Way. Our Mission is, To Advocate, Educate and Empower people far and wide through the power of creative strategy, relentless ambition, genuine empathy and unrivaled integrity. We are honored to be Winners of the 2021 Better Business Bureau TORCH AWARD! as well as Forbes 5000 Fastest Growing company in the Pacific Region.