Address
Form of workJob Description
Please read in its entirety.
About Us:
We are a well-established accounting firm specializing in tax preparation, monthly accounting, fractional CFO services, and tax strategies. Founded in 2008, our dedicated team fosters a supportive and collaborative environment focused on unlocking potential through financial intelligence.
Full Job Description:
We are seeking a dynamic and experienced Senior Tax Preparer & Department Lead to join our team, assuming a leadership role in overseeing our Tax Prep division for approximately 35-40 hours per week.
Primary Responsibilities:
- Lead the preparation of federal and state individual and business income tax returns, utilizing Intuit ProSeries tax software.
- Utilize IRS wage and income transcripts effectively.
- Manage and prioritize tasks using our internal task management software, Karbon.
- Act as the go-to person within the company for all tax-related matters.
- Assist fractional CFO clients with tax planning strategies and planning.
- Communicate with clients to request necessary information and follow up for signed tax returns.
- Prepare various tax forms for personal, business, S-Corp, LLCs, foreign income, etc.
- Ensure compliance with strict tax return preparation quotas and deadlines.
- Provide guidance and support to clients throughout the tax preparation process, addressing their inquiries and concerns.
Qualifications:
- IRS registration with a valid PTIN.
- CTEC or Enrolled Agent license.
- Bachelor’s degree in Accounting or Finance or a minimum of 10-15 years of tax preparation experience at a firm.
- Extensive experience in preparing various types of tax forms including business, personal, foreign income, etc.
- Excellent communication skills with the ability to convey complex concepts clearly to clients.
- Strong sense of urgency, accountability, and responsiveness to client communications.
- Familiarity with tax software, preferably Pro Series.
- Proficiency in English, both spoken and written.
- Advanced phone skills, including active listening and empathetic communication.
Benefits:
- Simple IRA plan with 3% Matching
- Dental Insurance
- Flexible Schedule
- Health Insurance
- Paid Time Off
Job Type:
Full-time with flexible hours
Schedule:
Availability Monday to Friday
Join our team and be part of a welcoming and supportive culture that prioritizes growth and collaboration.
**ADD "GO LAKERS!!!" TO YOUR COVER LETTER
We pride ourselves on fostering a fun work culture that values work-life balance, ensuring that our team members feel supported and energized to bring their best selves to work every day. Our technology-forward approach enables us to stay ahead of the curve, embracing innovation and efficiency in everything we do.
Our company's values serve as our guiding principles, guiding our actions and decisions every step of the way. We believe in doing the right thing, treating our clients as partners, empowering individuals to be their own bosses, fostering trust and respect, striving for excellence in all endeavors, and, most importantly, having fun along the way.
While we are based in Culver City, our commitment to flexibility and inclusivity has led us to embrace remote work since 2008, allowing us to attract top talent from around the globe. Join us on this exciting journey as we continue to shape the future of finance and empower individuals to unlock their full potential!
