Seasonal Tax Preparer

3 weeks ago


San Dimas, United States Michaels & Associates, Inc. Full time
Job DescriptionJob Description

We are looking for a detail-oriented Tax Preparer to join our company. You will work with clients to gather all necessary documents, complete income tax documents, file returns, and check financial statements for errors. Our ideal candidate is a Certified Public Accountant (CPA), EA but we will also consider applicants with CTEC ). You must have a valid Preparer Tax Identification Number (PTIN) to apply for this role.

Tax Preparer Duties and Responsibilities

  • Prepare and file tax documents, such as income tax returns
  • Check documents for errors
  • Meet with clients
  • Provide support to clients in the case of an IRS audit
  • Perform other clerical duties as necessary

Tax Preparer Requirements and Qualifications

  • High school diploma or GED certificate; bachelor's degree in finance or accounting is preferred
  • Valid Preparer Tax Identification Number (PTIN)
  • At least 2 years of experience
  • Certified Public Accountant, EA, CTEC license (preferred)
  • Bookkeeping experience is a plus
  • Familiarity with Lacerte and Quickbooks software and
  • Bilingual communication skills a plus
Company DescriptionThe company has been in existence since 1991 focusing on business and individual clients. As a result, we prepare business, fiduciary, and individual tax returns as well as providing accounting services.Company DescriptionThe company has been in existence since 1991 focusing on business and individual clients. As a result, we prepare business, fiduciary, and individual tax returns as well as providing accounting services.
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