Bookkeeper with Tax Preparation Experience

Job Summary:

We are seeking a detail-oriented Tax Preparer to join our team. The ideal candidate will have a strong background in accounting and tax preparation, ensuring accurate and timely filing of tax returns for our clients.

Responsibilities and skills:

- Prepare and file federal, state, and local tax returns for individuals and businesses
- Review financial records such as income statements and documentation to determine appropriate tax deductions
- Stay up-to-date on tax laws and regulations to ensure compliance
- Communicate with clients to gather necessary information for tax preparation
- Identify potential tax credits and liabilities
- Provide exceptional customer service by addressing client inquiries and concerns

-Strong understanding of financial concepts and principles
- Proficient in 10-key typing for efficient data entry
- Ability to write clear and concise financial reports
- Experience with Xero, Sage, or other accounting software systems
- Knowledge of debits, credits, general ledger accounting, and double-entry bookkeeping

- Self-motivated individual with attention to detail

- Ability to work independently

- Must have a strong accounting background, experience in preparing financial statements, and preparation of individual, partnership, corporate, and fiduciary tax returns of varying complexity.

-Must be capable with write-ups, reviewing, adjusting, and closing books for business clients.

- Knowledge of preparation and filing of various returns (Payroll, sales and use tax, etc.)

- Interacting with clients to obtain additional information on accounting and tax matters

- Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare various returns

- Strong communication skills to provide clients with information and advice to ensure correct tax form completion

- Handling of tax agencies notices and correspondence

- Research tax regulations and requirements for clients

- Proficient with Microsoft Products (Word, Excel, Etc.)

- Review data on forms prepared by others to detect mathematical errors and data entry

Qualifications:

- Bachelor's degree in Accounting or related field preferred
- Proven experience as a Tax Preparer or similar role
- Strong knowledge of accounting principles and practices
- Proficiency in accounting software and Microsoft Excel
- Familiarity with double-entry bookkeeping and 10-key typing
- Understanding of technical accounting terms and concepts
- Experience in corporate accounting or public accounting is a plus
- Excellent attention to detail and analytical skills

Join our team as a Tax Preparer to contribute your expertise in tax preparation while delivering exceptional service to our clients.

Job Types: Full-time, Part-time

Pay: $35,000.00 - $50,000.00 per year

Benefits:

• Paid time off

Experience level:

• 2 years

Schedule:

• 4 hour shift
• 8 hour shift

Experience:

• Bookkeeping: 2 years (Preferred)

Ability to Commute:

• Orange, CA 92866 (Required)

Work Location: In person