Tax Preparer Specialist

3 weeks ago


Pasadena, California, United States Firefighters First Credit Union Full time
Job Overview

Firefighters First Credit Union is seeking a skilled Seasonal Tax Preparer to join our team. As a Seasonal Tax Preparer, you will be responsible for interviewing members through virtual tools and preparing accurate income tax returns.

The ideal candidate will have experience preparing income tax returns, including 1040, 1120-S, 1065 & 990, and will be familiar with multi-state tax returns and Ultra Tax software.

Key Responsibilities:

  • Oversee tax engagements to ensure tax returns are accurate and efficient.
  • Prepare tax returns for members by leveraging source documents provided by the member.
  • Perform tax-related research for members based on intermediate to complex tax topics and communicate findings to the members.
  • Provide a consultative approach in uncovering needs for various FFCU financial products and services to meet members' short and long-term financial needs.
  • Communicate with internal management regarding member's progress to meet both internal and external deadlines.

Requirements:

  • Education: High School Diploma or equivalent.
  • Certification: PTIN and CTEC (California preparers).
  • Experience with tax preparation software and US Tax Code.

Firefighters First Federal Credit Union is an Equal Employment Opportunity employer and is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities.



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