Tax Preparer

Tax Preparer (burlingame)

compensation: $25-$35 per hour depending on experience

employment type: full-time

Tax Preparer Positions

TaxSquad is a boutique tax firm, located in Burlingame, providing personalized service to a wide variety of clients. We are currently looking for full time tax preparers. Candidates must have at least two years individual tax return preparation experience. EA is a plus!

This is a postition in our Burlingame, CA office, there is no remote work available.

Requirements

· Licensed tax preparer – EA is a plus.

· 2+ years of individual 1040 tax preparation experience.

· Proficient in Microsoft Excel, Adobe Acrobat.

· Comfortable with multiple monitors.

Essential Functions

· Review tax information submitted by clients.

· Possess knowledge of current tax regulations.

· Prepare personal tax returns with multi state and/or international issues.

· Work with confidential client matters; requires ability to keep matters confidential.

· Follow up to clients on crucial issues and tasks.

· Collaborate with team members to manage a caseload of clients.

· Very good communication skills -- with both team members and clients.

Desirable Qualities

· Motivated to learn and develop beyond their existing skills & knowledge base.

· Passionate about helping clients achieve the best-case scenario tax-wise.

· Analytical thinker who can think outside the box.

· Accustomed to working under deadlines and time budgets.

· Follows in-office procedures for work.

· Experience with UltraTax Software.

· Experience with QuickBooks software and accounting principles.

Please respond with:

· Your resume and a cover letter.

· Your work history with references.

· Let us know why we should hire you.

· How many returns you have prepared this last tax season by type.

· What tax software you have experience with.

We are also open to a sole practitioner with a client base looking for stability and support.

Job Type: Full-time

Pay: $25.00 - $35.00 per hour

Benefits:

• Flexible schedule

COVID-19 considerations:
Clients are encouraged to use our online portal, esign, and efile services. We use virtual meetings whenever possible.

Education:

• High school or equivalent (Preferred)

Experience:

• Tax Experience: 2 years (Preferred)

License/Certification:

• CTEC (Preferred)
• Enrolled Agent (Preferred)
• PTIN (Preferred)

Work Location:

• One location

This Job Is:

• A job for which military experienced candidates are encouraged to apply
• A good fit for applicants with gaps in their resume, or who have been out of the workforce for the past 6 months or more
• A job for which all ages, including older job seekers, are encouraged to apply
• Open to applicants who do not have a college diploma

Company's website:

• www.taxsquad.com

Work Remotely:

• No

COVID-19 Precaution(s):

• Personal protective equipment provided or required
• Social distancing guidelines in place
• Sanitizing, disinfecting, or cleaning procedures in place