<p><strong>Senior Tax Preparer</strong></p><p><br></p><p><strong>Role Overview</strong></p><p>We’re seeking an experienced <strong>Senior Tax Preparer</strong> to support high‑net‑worth clients across a diverse range of tax needs and advanced planning strategies. While the role is preparation‑heavy during busy season, you’ll remain engaged year‑round through planning work, client communication, and advisory support.</p><p><br></p><p>The ideal candidate is an <strong>Enrolled Agent (EA)</strong> or tax‑focused <strong>CPA</strong> with strong technical expertise, excellent judgment, and the confidence to operate independently in a client‑facing environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead preparation of <strong>individual tax returns (Form 1040)</strong>; experience with <strong>1041</strong> and <strong>1065</strong> is a strong plus</li><li>Communicate directly with clients to gather documents and provide a smooth, organized tax preparation experience</li><li>Prepare detailed <strong>tax analyses</strong>, projections, and estimated tax calculations</li><li>Clearly explain complex tax issues to clients while ensuring full compliance with federal and state requirements</li><li>Stay updated on tax law changes and recommend strategic planning opportunities</li><li>Provide internal guidance to wealth advisors on tax‑related topics and planning considerations</li><li>Knowledge in <strong>estate and gift tax planning</strong> is highly desirable</li><li><strong>California return experience required;</strong> multi‑state experience preferred</li></ul><p><br></p><p><strong>Benefits & Perks</strong></p><ul><li>Medical, dental, vision, life, and disability insurance</li><li>Health Savings Account (HSA) option</li><li><strong>$75 monthly wellness allowance</strong></li><li>401(k) with employer match</li><li>Commuter benefits</li><li><strong>Paid parental leave:</strong> up to 12 weeks at 100% salary</li><li>Tuition reimbursement + annual learning stipend</li><li>Volunteer PTO and donation‑matching program</li><li><strong>Birthday PTO</strong> and monthly cell phone allowance</li></ul>

<p><strong>Want to Know More?</strong></p><p>If this opportunity aligns with your experience and career goals, apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — let’s connect and explore whether this role is the right next step for you.</p><p><br></p><p><strong>Qualifications</strong></p><ul><li><strong>Experience:</strong> 3+ years of tax preparation; <strong>EA preferred</strong> (CPA candidates welcome)</li><li><strong>Technical Skills:</strong> Proficiency with <strong>Lacerte</strong> is required</li><li><strong>Client Experience:</strong> Strong communication skills and experience working with <strong>high‑net‑worth clients</strong></li><li><strong>Tax Expertise:</strong> Familiarity with advanced strategies such as <strong>1031 exchanges, QSBS, Opportunity Zones, charitable giving, stock compensation, and Roth conversions</strong></li><li><strong>Professional Strengths:</strong> Highly detail‑oriented, organized, and tech‑savvy</li></ul><p><br></p><p><strong>Preferred Skills</strong></p><ul><li>Experience in <strong>tax planning</strong> and direct client interaction</li><li>Familiarity with <strong>estate and gift tax planning</strong></li><li>Ability to <strong>work independently</strong> while managing multiple priorities effectively</li></ul>

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