US Tax Preparer

**Job Title: Tax Preparer**

**Position Type:** Part-time

**Location:** California

**About Us:**

Our California based firm is a dynamic and client-focused tax and accounting firm committed to providing top-notch financial services. We take pride in our dedication to delivering comprehensive tax solutions to individuals, businesses, and organizations. Our team is passionate about helping clients achieve their financial goals, and we are currently seeking a skilled Tax Preparer to join our team.

**Job Description:**

We are looking for an experienced Tax Preparer who is highly knowledgeable and skilled in tax preparation, especially with a focus on complex 1040 returns and Schedule C. The ideal candidate will possess expertise in utilizing tax software such as Lacerte and TaxDome, and will also have the ability to assist in the development of tax organizers, streamline tax workflows, and contribute to tax planning projects. Familiarity with S-Corp and Partnership tax preparation is a significant plus.

**Responsibilities:**

1. **Complex 1040 and Schedule C Preparation:** Prepare and review complex individual tax returns, with an emphasis on 1040 returns and Schedule C for sole proprietors.

2. **Tax Software Proficiency:** Utilize tax software, specifically Lacerte and TaxDome, to efficiently complete tax returns and maintain accurate client records.

3. **Tax Workflow Optimization:** Collaborate with the team to enhance and streamline the tax preparation process, ensuring increased efficiency and accuracy.

4. **Tax Organizer Development:** Contribute to the development of tax organizers to help clients organize their financial information and streamline the tax preparation process.

5. **Tax Planning:** Participate in tax planning projects, working closely with clients to optimize their financial situation and minimize tax liabilities.

6. **S-Corp and Partnership Preparation (Desired):** If proficient, assist in the preparation of S-Corp and Partnership tax returns.

7. **Client Communication:** Communicate effectively with clients, answering their tax-related inquiries and providing exceptional customer service.

**Qualifications:**

– Minimum of 5 years of experience in tax preparation, with a strong emphasis on complex 1040 returns and Schedule C.

– Proficiency with tax software, particularly Lacerte and TaxDome.

– Strong analytical and problem-solving skills.

– Knowledge of S-Corp and Partnership tax preparation is a significant advantage.

– Ability to work well independently and as part of a team.

– Excellent communication and interpersonal skills.

– A commitment to delivering high-quality client service.

– Strong organizational skills and attention to detail.

– Relevant professional certifications (e.g., CPA, Enrolled Agent) are a plus but not mandatory.