<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><br></p><p><strong>Role Overview</strong></p><p>We are seeking a <strong>Senior Tax Preparer</strong> to support high‑net‑worth clients with a wide range of tax needs and advanced planning strategies. This role centers on tax preparation during busy season, with ongoing involvement in tax planning, client support, and business development throughout the year. The ideal candidate is an <strong>Enrolled Agent (EA)</strong> or <strong>tax‑focused CPA</strong> who brings strong technical expertise, sound judgment, and the confidence to work independently in a client-facing 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 collect documentation and ensure a seamless tax preparation process.</li><li>Prepare detailed tax analyses and projections, including estimated tax calculations.</li><li>Clearly explain tax issues to clients while ensuring full compliance with filing requirements.</li><li>Stay current on tax law changes and recommend strategies that optimize both short‑ and long‑term outcomes.</li><li>Provide internal guidance to wealth advisors on tax‑related questions and planning considerations.</li><li>Knowledge of <strong>estate and gift tax planning</strong> is highly desirable.</li><li><strong>California return experience required;</strong> multi‑state exposure preferred.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Medical, dental, vision, life, and disability insurance</li><li>Health Savings Account (HSA) option</li><li>Monthly wellness allowance (<strong>$75</strong>)</li><li><strong>401(k) with employer match</strong></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>Birthday PTO and 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 is the right next step in your career.</p><p><br></p><p><strong>Qualifications</strong></p><ul><li><strong>Experience:</strong> Minimum of 3+ years in tax preparation (EA preferred; CPA candidates also considered).</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 high‑net‑worth individuals.</li><li><strong>Tax Expertise:</strong> Knowledge of advanced tax strategies such as 1031 exchanges, QSBS, Opportunity Zones, charitable giving, stock compensation, and Roth conversions.</li><li><strong>Professional Strengths:</strong> Highly detail‑oriented, organized, and tech‑savvy.</li></ul><p><strong>Preferred Skills</strong></p><ul><li>Experience in tax planning and direct client interaction.</li><li>Familiarity with estate and gift tax planning.</li><li>Ability to work independently while managing multiple priorities effectively.</li></ul>

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