Seasonal Tax Preparer
$66,560–$99,840 year
HybridThousand Oaks, California, United States
Job Summary
Prepare federal and multistate individual, S corporation, partnership, and trust returns in Lacerte while organizing source documents, reconciling balances, and posting adjusting journal entries in QuickBooks Online. Communicate with clients and teammates through Liscio to request missing items, answer basic questions, and keep engagements on track. Review workpapers for completeness and flag complex issues for senior staff or partners. Manage deadlines by juggling 15 to 25 returns at any one time and deliver completed files for tax manager review on schedule. Support extension, estimate, and e-filing processes as needed through April 15. Work 25 hours weekly during extension season of 2025 and Feb-Apr 2026, including some evenings and Saturdays.
Required Qualifications
- 2+ consecutive seasons of hands on 1040 prep
- Experience with 1120S, 1065, and fiduciary returns
- Working knowledge of Lacerte or comparable professional software
- Familiarity with California PTET and multistate compliance
- Strong Excel / QBO skills
- Prior use of Liscio or similar client portal tools
- Ability to work 25hrs/week for extension season of 2025 and Feb-Apr 2026, including some evenings/Saturdays
- EA or CPA credential in good standing
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