Experienced Tax Preparer
HybridLong Beach, California, United States
Job Summary
Prepare and review federal and California state tax returns including 1040, Schedule C, 1120-S, and 1065 while conducting client interviews to gather data and clarify tax issues. Identify potential tax credits and deductions to optimize client savings, maintain accurate workpapers, and address inquiries regarding return status. Ensure full compliance with federal and state regulations by staying current with tax law updates and applying them appropriately. Manage multiple returns in a deadline-driven environment using Lacerte or ProConnect software. Full-time or seasonal January-April role with competitive pay, bonus opportunities, and flexible remote or hybrid hours.
Required Qualifications
- Minimum 3+ years of recent experience preparing federal tax returns
- Valid IRS PTIN
- Registered as a CTEC Tax Preparer or exempt: CPA, EA
- Strong understanding of California individual and small business tax regulations
- Proficiency with Lacerte, ProConnect
- Excellent communication and organizational skills
- Ability to manage multiple returns in a deadline-driven environment
Desired Qualifications
- Credentialed as a CPA, EA, or AFSP participant
- Experience with tax resolution or IRS correspondence
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