<p><strong>Interested?</strong></p><p>Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Senior Tax Preparer</strong></p><p><strong>Role Overview</strong></p><p>We’re seeking an experienced <strong>Senior Tax Preparer</strong> to support high‑net‑worth clients with complex tax needs and advanced planning strategies. While the role is heavily focused on tax preparation during busy season, you’ll also play a key part in year‑round tax planning, client communication, and selective business development efforts.</p><p>The ideal candidate is an <strong>Enrolled Agent (EA)</strong> or tax‑focused <strong>CPA</strong> with strong technical expertise, sound judgment, and the confidence to operate independently in a client‑facing advisory environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead preparation of individual tax returns (primarily <strong>Form 1040</strong>); experience with <strong>1041</strong> and <strong>1065</strong> is a strong plus</li><li>Communicate directly with clients to gather documentation and ensure a smooth, proactive tax prep experience</li><li>Prepare detailed tax analyses, projections, and estimated tax calculations</li><li>Explain complex tax issues in clear, practical terms while ensuring full compliance with all filing requirements</li><li>Stay current on tax law changes and recommend strategies to improve both short‑ and long‑term client outcomes</li><li>Provide internal guidance to wealth advisors on tax‑related questions and planning opportunities</li><li>Knowledge of <strong>estate and gift tax planning</strong> is highly valued</li><li><strong>California</strong> return experience required; multi‑state exposure 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>$75 monthly wellness allowance</li><li>401(k) with employer match</li><li>Commuter benefits</li><li>Paid parental leave: up to <strong>12 weeks at 100% salary</strong></li><li>Tuition reimbursement + annual learning stipend</li><li>Volunteer PTO and donation‑matching program</li><li>Birthday PTO + monthly cell phone allowance</li></ul>

<p><strong>Want to know more?</strong></p><p>Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — let’s connect and explore whether this opportunity aligns with your next career move.</p><p><br></p><p><strong>Qualifications</strong></p><ul><li><strong>Experience:</strong> Minimum of 3+ years of tax preparation experience (EA preferred; CPA candidates welcome).</li><li><strong>Technical Skills:</strong> Proficiency with <strong>Lacerte</strong> required.</li><li><strong>Client Experience:</strong> Strong communication skills and experience supporting high‑net‑worth individuals.</li><li><strong>Tax Expertise:</strong> Familiarity with advanced strategies including <strong>1031 exchanges</strong>, <strong>QSBS</strong>, <strong>Opportunity Zones</strong>, <strong>charitable giving</strong>, <strong>stock compensation</strong>, and <strong>Roth conversions</strong>.</li><li><strong>Professional Strengths:</strong> Highly detail‑oriented, organized, and tech‑savvy with strong follow‑through.</li></ul><p><br></p><p><strong>Preferred Skills</strong></p><ul><li>Hands‑on experience with tax planning and direct client interaction</li><li>Working knowledge of estate and gift tax planning</li><li>Ability to work independently while managing multiple priorities effectively</li></ul>

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