Senior Tax Specialist

5 days ago


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

Firefighters First Credit Union is seeking a Seasonal Tax Preparer to join their team.

The successful candidate will be responsible for interviewing members virtually and preparing accurate income tax returns. They will also assist members with tax-related questions, provide tax planning, and recommend relevant financial products and services.

Key Responsibilities:

  • Oversee tax engagements to ensure tax returns are accurate and efficient.
  • Prepare tax returns by leveraging source documents provided by members.
  • Perform tax research for members on intermediate to complex topics and communicate findings.
  • Provide a consultative approach to uncovering needs for FFCU financial products and services.
  • Communicate with management regarding member progress to meet deadlines.

Qualifications:

  • High School Diploma or equivalent required.
  • PTIN and CTEC certification (California preparers) required.
  • Experience preparing income tax returns (1040, 1120-S, 1065 & 990) required.
  • Experience with multi-state tax returns and Ultra Tax software preferred.
  • Understanding of US Tax Code and California Tax Code required.

Estimated Salary: $60,000 - $80,000 per year, depending on experience and qualifications. Firefighters First Credit Union is an Equal Employment Opportunity employer and offers a competitive compensation package.



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