Tax Preparer/bookkeeper
2 weeks ago
**Tax Preparer/Bookkeeper**
**Job Summary**
We are a small but growing specialty CPA firm focused on serving individuals and small business owners. We are looking for an experienced individual to assist us with tax preparation of Individual, Partnership, S Corp and C Corp tax returns and bookkeeping. Our offices are located in the Sorrento Valley/Mira Mesa area. **This is an onsite/in office position. We will not be considering remote work for this position.**
For tax preparation, you will prepare tax returns based on information provided by clients, both source documents and QuickBooks files. You will prepare not only income tax returns but also informational returns such as payroll tax returns, 1099s and property tax returns.
For bookkeeping preparation, you will prepare after the fact bookkeeping for clients, recording banking and credit card transactions and ensuring all transactions are recorded correctly.
Critical thinking and attention to detail is very important in this position. Ability to communicate tax issues to both the client and staff/management is also important.
If you have relevant experience and want to join our team, we’d like to hear from you.
**Responsibilities**
- Prepare individual and business tax returns.
- Calculate balance due and estimated tax payments.
- Review and analyze documents from clients with an eye towards determining missing data.
- Prepare after the fact bookkeeping using QuickBooks desktop and QuickBooks online.
- Prepare payroll tax and other informational returns.
- Ability to review work product prior to submission to client.
- Ability to understand and communicate complex tax law to clients and staff.
**Qualifications and Skills**
MINIMUM REQUIREMENTS:
- Two years of experience preparing tax returns
- Enrolled Agent or Certified Public Accountant
- Experience with Ultra Tax Software
- Experience with QuickBooks (both Desktop and Online)
- Strong client service and interpersonal skills.
- Familiarity and experience with general office software, including Adobe, Microsoft Word, and Excel.
**Job Type**:
- We will consider both Full-Time and part-time applicants.
- Limited overtime.
- Benefits include paid time off, paid holidays, health insurance.
**Location**:
- San Diego, CA 92121
**Job Types**: Full-time, Part-time
Pay: $28.00 - $38.00 per hour
Expected hours: 25 - 40 per week
**Benefits**:
- Flexible spending account
- Health insurance
- Paid time off
- Retirement plan
Compensation package:
- Hourly pay
Experience level:
- 2 years
Weekly day range:
- Monday to Friday
Application Question(s):
- Do you have experience with Ultra Tax tax preparation software?
License/Certification:
- CPA or Enrolled Agents License (preferred)
**Location**:
- San Diego, CA 92121 (preferred)
Work Location: In person
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