TAX LEAD
1 month ago
We are a boutique tax office in Roseville that still believes in offering personalized customer service to our clients. Our ongoing success is predicated on happy and satisfied customers that return each tax season and recommend us to their family and friends.
We are looking for an EA or CPA to prepare individual tax returns. In addition, you will assist with researching and responding to IRS/FTB Notices on our clients’ behalf, as well as performing income tax withholding analyses, and working with our business clients on sales tax and 1099 compliance and preparation.
Other Requirements
- BA or BS from an accredited university or college, preferably in tax or accounting
- Must possess an active Preparer Tax Identification Number (PTIN)
- You should have a minimum of three years of individual tax preparation, including recent income tax preparation experience (completed over 50 returns over the past two tax seasons)
- Some supervisory experience, especially of remote preparers, preferred
- Working knowledge of IRS and California income tax rules and regulations. Stay current with changes.
- Proficiency in tax preparation software and MS Office, particularly Excel and Outlook
- Ability to manage multiple tasks and meet deadlines in a fast-paced environment
- Excellent analytical skills, attention to detail and organizational skills.
· Strong communication and problem-solving skills.
· Additional responsibilities may be required.
We Offer
· Vacation, sick and holiday pay
· Simple IRA
· Schedule flexibility (outside of tax season)
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