<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>55,000 - 60,000</p><p><br></p><p>benefits:</p><ul><li>flexible schedule</li></ul><p><strong>Responsibilities</strong></p><ul><li>Prepare individual and business tax returns accurately and timely</li><li>Review financial records, income statements, and other documents for tax compliance</li><li>Advise clients on tax planning strategies and deductions</li><li>Ensure compliance with IRS and state tax laws</li><li>Respond to client inquiries and resolve tax-related issues</li></ul><p><br></p>
<p>A well-established CPA firm in Melville, NY is seeking an experienced Tax Preparer to assist with the preparation of individual (1040) tax returns during the busy tax season. This is a great opportunity for a tax professional who enjoys hands-on return preparation in a collaborative, professional environment.</p><p><br></p><p>Key Responsibilities</p><ul><li>Prepare and review individual income tax returns (Form 1040)</li><li>Analyze W-2s, 1099s, investment statements, and other supporting documents</li><li>Prepare returns involving itemized deductions, credits, and basic schedules</li><li>Ensure compliance with federal and New York State tax regulations</li><li>Identify potential tax issues and escalate complex matters to senior staff</li><li>Maintain accurate documentation and organized workpapers</li><li>Communicate professionally with internal team members regarding return status</li></ul><p><br></p>
<p>We are looking for an experienced Tax Preparer to join our team in Pen Argyl, Pennsylvania. This is a long-term contract position offering the opportunity to assist individuals and businesses with their tax preparation needs. If you have a strong background in tax preparation and are familiar with ProSeries software and QuickBooks, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and file individual and business tax returns accurately and efficiently.</p><p>• Organize and compile work papers to support tax filings.</p><p>• Review and ensure compliance with tax regulations and guidelines.</p><p>• Utilize ProSeries tax software to prepare and manage tax documents.</p><p>• Collaborate with clients to gather necessary financial information and documentation.</p><p>• Provide guidance on tax-related issues and help clients identify potential deductions.</p><p>• Manage and maintain accurate records of all tax filings and related documentation.</p><p>• Leverage QuickBooks to assist with financial data organization when needed.</p><p>• Stay up-to-date with changes in tax laws and regulations to ensure compliance.</p>
<p>Highly successful and established wealth management firm seeks an experienced high net worth tax accountant/preparer to join their organization. In this role, you will have significant client interaction, disseminating information and providing insight into the proper tax handling of various items. Strong experience with HIGH NET WORTH 1040’s, understanding of K-1’s and all source documents, prior experience with preparing Schedule C financial statements for smaller companies as well as ability to prepare financial statements for smaller corporate clients with single shareholders. Great opportunity which is open because of growth. Candidates for this role should have 10+ years of experience in above referenced items, degree in accounting, CPA or Masters in Tax. </p>
<p>We are looking for an experienced Tax Preparer to join our client in Pickerington, Ohio. This is a Contract position, providing an excellent opportunity to assist with individual and sole proprietorship tax returns during the busy tax season. The role focuses on preparing 1040 income taxes, with additional opportunities to support extensions and develop recurring seasonal collaboration.</p><p><br></p><p>Responsibilities:</p><p>• Prepare individual tax returns, including state, city, and school taxes.</p><p>• Handle tax filings for sole proprietors, ensuring accurate and timely submissions.</p><p>• Apply knowledge of Schedule C and Schedule E to complete relevant tax documentation.</p><p>• Collaborate with the team to meet deadlines during the tax season.</p><p>• Assist with tax extensions as needed, providing ongoing support.</p><p>• Utilize UltraTax software to streamline tax preparation processes.</p><p>• Verify accuracy of tax data and ensure compliance with regulations.</p><p>• Communicate effectively with clients to gather necessary information.</p><p>• Maintain confidentiality and professionalism in all client interactions.</p>
<p>A regional CPA firm is seeking a Tax Accountant to work during tax season</p><p><br></p><p>Responsibilities:</p><p>• Prepare and file individual, business, and trust tax returns adhering to all applicable regulations.</p><p>• Utilize QuickBooks and CCH ProSystem to manage tax-related tasks effectively.</p><p>• Conduct thorough reviews of financial records to ensure compliance with IRS requirements.</p><p>• Collaborate with clients to gather necessary financial documentation and address tax-related inquiries.</p><p>• Assist with the preparation of tax projections and planning strategies to optimize client outcomes.</p><p>• Maintain up-to-date knowledge on tax laws and regulations to provide accurate guidance.</p><p>• Ensure all documentation is organized and securely filed for future reference.</p><p>• Support the team by providing insights and recommendations for improving tax preparation processes.</p><p>• Manage client accounts with professionalism and attention to detail.</p><p>• Adhere to workplace health and safety protocols, including vaccination requirements.</p>
We are looking for an experienced Tax Preparer to join our team in Charlotte, North Carolina. This contract position is ideal for someone who thrives in a dynamic environment with a focus on providing accurate and efficient tax services. The role involves working closely with knowledgeable staff and a diverse clientele to ensure compliance and deliver high-quality tax preparation.<br><br>Responsibilities:<br>• Prepare individual, corporate, and small business tax returns with accuracy and attention to detail.<br>• Review complex tax documents and ensure compliance with current regulations.<br>• Collaborate with entry level staff to oversee and guide their work, providing mentorship as needed.<br>• Utilize Drake and QuickBooks software to manage tax preparation and bookkeeping tasks.<br>• Analyze financial statements to identify tax deductions and optimize returns for clients.<br>• Handle a diverse client base, including small businesses and experienced clients, with professionalism.<br>• Ensure timely completion of approximately 1,000 tax returns annually across various client profiles.<br>• Maintain up-to-date knowledge of tax laws and policies to provide reliable guidance.<br>• Work on-site during standard office hours to deliver consistent and dependable service.<br>• Assist in the transition process, providing expertise and continuity during organizational changes.
<p>NOW HIRING: Remote Senior Tax Preparer Roles (HNW/UHNW & Small Business Focus)</p><p>Are you an experienced tax professional seeking a flexible, remote opportunity? Our client is rapidly expanding midsize public accounting firm, having acquired three boutique firms this year, and is now hiring three Senior Tax Preparer roles to help serve a distinguished client base.</p><p> </p><p>As always, these are permanent, full time, fully benefited salaried positions (they are NOT temp, temp to perm).</p><p> </p><p>Compensation is based on experience:</p><p>The Senior Tax Accountant is between $90 - $140k base + bonus </p><p> </p><p>Why join?</p><ul><li>Fully remote working environment –<strong>though must be located in the tristate NYC area</strong></li><li>Optional access to office locations in NYC area for in-person or hybrid work</li><li>No crazy hours around 50 hours per week</li><li>Innovative, growth-oriented team (not PE-backed), focused on quality and client service</li></ul><p> </p><p>Position Details:</p><ul><li>Prepare individual (1040), HNW/UHNW returns, business returns, 1099s</li><li>Support super HNW individuals, including high-volume K-1s, complex returns, and investment partnerships </li><li>Partner with small business team for GL/QuickBooks files, month-end close, and reclassifications </li><li>Utilize CCH Axcess and ProSystem Fx tax software</li></ul><p> </p><p>Who are you?</p><ul><li>Experience with 1040 preparation </li><li>CPA or parts passed is a+</li><li>MST or MS in Tax is a +</li><li>3+ years of experience </li><li>Bachelor’s degree in Accounting</li></ul><p> </p><p>Exceptional communications skills are required. A great dynamic personality and the ability to work along your fellow colleagues is crucial. He or she must be able to effectively collaborate with individuals both inside and outside the company.</p><p> </p><p>If you would like to be considered for this position, please email your resume in a word document to Kevin.Chin@Roberthalf</p>
<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>Are you looking for an entry level contract position at a renown financial real estate firm in downtown Boston, MA? If so this is an excellent opportunity for you! </p><p>This role requires 2 weeks onsite for training and then will transition to a fully remote position.</p><p><br></p><p>A team of 10 Data Entry Specialists will behired for a 2 month agreement to assist with data entry for tax returns (Jan 30th- March 30th)</p><p>If you have sharp data entry skills with attention to detail and knowledge of financial statements and MS Excel, we encourage you to apply!</p><p>No prior work experienced is needed!</p><p><br></p><p>Responsibilities:</p><p>• Complete tax return input tasks for lower-tier properties within the low-income housing tax credit industry.</p><p>• Participate in a 1-2 week onsite training program to gain proficiency in company systems and data mapping processes.</p><p>• Input schedule information swiftly and accurately into proprietary software as per company guidelines.</p><p>• Collaborate with the Investment Management Resource Team to address issues or questions related to tax return data.</p><p>• Maintain professionalism and adhere to deadlines, ensuring minimal absences during the critical project duration.</p>
<p>We are looking for a Tax Preparer to join our team's team during the tax season. In this role, you will focus on preparing accurate and timely individual tax returns, leveraging your knowledge of tax regulations and software expertise.</p><p><br></p><p>Responsibilities:</p><p>• Prepare individual tax returns in compliance with current tax laws and regulations.</p><p>• Utilize Lacerte tax software to ensure efficient and accurate tax preparation.</p><p>• Verify documentation and financial data provided by clients to ensure completeness and accuracy.</p><p>• Assist in meeting deadlines during peak tax preparation periods.</p><p>• Uphold confidentiality and security standards when handling sensitive client information.</p><p>• Ensure compliance with organizational policies and licensing requirements.</p>
We are looking for a skilled Tax Preparer to join our team in Lake Geneva, Wisconsin, on a contract basis. This role is ideal for someone with experience in preparing complex fiduciary and partnership income tax returns, who is eager to contribute to a boutique legal firm specializing in estate planning and taxation. As part of this position, you will play a key role in assisting high-net-worth clients with their federal and state tax filing needs.<br><br>Responsibilities:<br>• Prepare a variety of federal and state income tax returns, including Forms 1041, 1065, and 990-PF.<br>• Develop and implement tax-planning strategies to optimize client outcomes.<br>• Conduct research on tax-related matters to ensure compliance and accuracy.<br>• Review and process quarterly estimated tax payments for clients.<br>• Collaborate on trust accounting practices, including preparation of estate and gift tax returns.<br>• Assist with bookkeeping and billing activities as needed.<br>• Maintain proficiency in ProSystem fx tax preparation software to ensure efficient workflow.<br>• Support the firm during busy tax filing seasons by managing increased workloads.<br>• Work closely with partners and the tax manager to meet client needs effectively.
We are looking for a skilled Tax Preparer to join our team on a long-term contract basis in Bel Air, Maryland. This position is ideal for professionals with a strong background in individual tax preparation who are eager to deliver accurate and timely results during peak tax seasons. The successful candidate will play a vital role in ensuring compliance with tax laws while supporting clients with their financial needs.<br><br>Responsibilities:<br>• Prepare and review individual income tax returns (Form 1040), ensuring accuracy and compliance with federal, state, and local regulations.<br>• Analyze and organize client tax documents, including income statements, deductions, credits, and other financial information.<br>• Identify tax-saving strategies and communicate recommendations to clients and team leadership.<br>• Respond promptly to client questions and concerns regarding tax filings and related matters.<br>• Maintain thorough and well-organized documentation for all work completed.<br>• Collaborate on tax planning and projections to assist clients in optimizing their financial outcomes.<br>• Ensure deadlines are met and productivity standards are upheld, particularly during busy tax seasons.<br>• Utilize tax software tools such as Drake, ProSeries, or similar programs to streamline preparation processes.<br>• Assist with multi-state tax filings and small business tax returns as needed.<br>• Stay updated on changes in tax regulations to deliver accurate and informed services.
<p>We are looking for a skilled Tax Preparer for a local CPA firm. This is a great opportunity with lots of flexibility in terms of schedule, hours, etc.</p><p><br></p><p>Responsibilities:</p><p>• Prepare accurate and timely individual and corporate tax returns, ensuring compliance with all applicable tax laws and regulations.</p><p>• Communicate effectively with clients to gather necessary information and provide guidance on tax-related matters.</p><p>• Analyze financial data and documents to identify potential tax-saving opportunities for clients.</p><p>• Stay updated on changes in tax codes and legislation to ensure the accuracy of filings.</p><p>• Assist clients in resolving tax-related issues, including audits or discrepancies.</p><p>• Work independently while managing multiple tasks and deadlines efficiently.</p><p>• Maintain confidentiality and security of sensitive client information.</p><p>• Ensure all documentation is organized and filed appropriately for future reference.</p>
<p>Individual Tax Preparation needed for a boutique accounting firm for the tax season. If you're tired of large accounting organizations and environments, this could be for you. You'll be meeting with clients to perform individual and some corporate tax returns. The ideal Tax Preparer will have 1+ years of experience in preparing individual returns, have their PTIN and excellent customer interface skills. Must possess proficiency with Microsoft Outlook, Word and Excel. Experience with Drake Tax software a huge plus! Bring proficiency with QuickBooks Pro to the table and you could extend beyond tax season for bookkeeping support</p>
Job Summary: A Tax Preparer is responsible for preparing and filing individual tax returns in compliance with local, state, and federal tax regulations. These detail oriented reviews clients’ financial records, utilizes appropriate tax forms, identifies potential deductions and credits, and ensures all documentation is accurate and submitted on time. A Tax Preparer may also provide basic advice on tax planning and respond to inquiries from clients or tax authorities.
<p>For consideration, please reach out to <strong>Jennifer Lavoie </strong>as soon as possible, ensure to include your most current resume when you apply. <em><u>Connect with me on LinkedIn</u></em> at Jennifer Lavoie.</p><p><br></p><p>If you are currently working with a Robert Half recruiter, please reach out to them.</p><p><br></p><p>We are looking for a motivated and detail-oriented Tax Preparer to join our client's team in Montpelier, Vermont. This position offers the opportunity to develop your skills in a supportive environment while working closely with experienced professionals. As a vital member of our small firm, you will play a key role in delivering high-quality tax services and building lasting relationships with clients. This role can be Hybrid with 2-3 days in the office after training for someone with 0-1 year of experience. </p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Prepare individual, nonprofit, and fiduciary tax returns with precision and adherence to regulations.</p><p>• Assist in tax planning processes, including extensions and projections, to support client needs.</p><p>• Organize and manage client documents through scanning, autoflow, and digital filing systems.</p><p>• Generate financial reports and perform basic accounting tasks using QuickBooks Desktop and Online.</p><p>• Provide administrative support to ensure smooth operations and timely completion of tasks.</p><p><br></p><p><strong>The company offers Unlimited PTO and 100% paid benefits for an individual!!!</strong></p>
<p><strong>Job Summary:</strong></p><p>The Tax Preparer for Commercial Taxes is responsible for preparing and filing tax returns for businesses, ensuring compliance with local, state, and federal regulations. This role involves analyzing financial records, identifying applicable deductions and credits, and maintaining thorough documentation. The Tax Preparer collaborates with clients and internal teams to provide accurate, timely, and efficient tax services, while keeping current with changing tax laws and regulations.</p>
<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>Partnering with a well-established tax firm in Boulder, CO seeking a Tax Accountant. This is a great firm with excellent work/life balance and benefits including 100% employee healthcare coverage, 2 weeks PTO, 2 weeks sick leave, 10 paid holidays, annual bonus potential and 401k with up to 4% company match</p><p><br></p><p>Responsibilities include...</p><p>• Prepare and review individual and corporate income tax returns with accuracy and efficiency.</p><p>• Provide strategic tax planning and advisory services to clients to optimize their financial outcomes.</p><p>• Generate quarterly tax projections and reports for clients to ensure effective planning.</p><p>• Communicate effectively with clients to address inquiries and provide updates on their tax matters.</p><p>• Organize and manage documentation to maintain accurate and accessible records.</p><p>• Utilize CCH ProSystem Fx software to streamline tax preparation processes.</p><p>• Stay informed on updates to tax laws and regulations to ensure compliance and offer informed advice.</p><p>• Collaborate with team members to enhance client service and improve operational workflows.</p>
We are looking for an experienced Tax Accountant to join our team in Costa Mesa, California. In this role, you will play a vital part in managing and preparing tax filings, ensuring compliance with relevant regulations while identifying opportunities for tax savings. Your expertise will be integral to maintaining accuracy and efficiency in all tax-related processes.<br><br>Responsibilities:<br>• Prepare and file quarterly and annual tax reports for both businesses and individuals.<br>• Maintain and update the company’s tax database to ensure accurate records.<br>• Evaluate and recommend tax strategies to minimize liabilities and maximize savings.<br>• Complete necessary documentation for income tax payments and returns.<br>• Stay informed about changes in tax laws and industry trends to ensure compliance.<br>• Forecast tax obligations and provide accurate predictions for financial planning.<br>• Identify opportunities for tax savings and advise clients on effective strategies.<br>• Collaborate with the Staff Accountant to assist in creating comprehensive financial statements.<br>• Oversee sales and use tax filings, ensuring timely and accurate submissions.
<p>We are looking for a dedicated Tax Staff member to join our team in Fresno, California. This permanent role is ideal for someone with a strong background in public accounting, particularly in tax preparation, who is seeking a long-term position in a collaborative and supportive environment. If you are detail-oriented, enjoy working on diverse tax-related projects, and value work-life balance, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Prepare a variety of tax returns, including individual, corporate, partnership, and estate tax filings.</p><p>• Perform bookkeeping tasks, account reconciliations, and maintain accurate financial records.</p><p>• Handle fixed asset and depreciation schedules as part of tax preparation processes.</p><p>• Assist with the preparation of financial statements and compilations for clients.</p><p>• Ensure compliance with tax laws and regulations while identifying potential tax-saving opportunities.</p><p>• Manage steady production of tax-related tasks in a busy office environment.</p><p>• Utilize tax preparation software, such as UltraTax, for accurate and efficient tax filings.</p><p>• Collaborate with team members to ensure timely and accurate completion of projects.</p>
<p>We are looking for an experienced Tax Associate to join our team in Los Gatos, California. In this role, you will be responsible for preparing and reviewing individual tax returns while ensuring compliance with tax regulations. This position requires strong attention to detail and a thorough understanding of tax preparation processes.</p><p>This is a unique position for work life balance - max 40 hours in busy season, and a minimum of 6 hours outside of Tax season - which can be remote!</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review individual tax returns for accuracy and compliance with current tax laws.</p><p>• Ensure all tax documents and filings meet required deadlines and standards.</p><p>• Conduct in-depth analyses of financial data to identify tax-saving opportunities.</p><p>• Collaborate with clients to gather necessary financial information and address tax-related inquiries.</p><p>• Stay updated on changes in tax regulations and ensure compliance in all filings.</p><p>• Utilize Lacerte Tax Software to efficiently complete tax preparation tasks.</p><p>• Assist in resolving discrepancies or issues related to tax filings.</p><p>• Provide guidance and recommendations to clients for optimizing their tax situations.</p><p>• Maintain accurate records of all tax documents and correspondence.</p>
<p>We have partnered with a growing CPA firm to bring on an experienced Tax Accountant during extension season in the Downtown LA area. Your expertise will play a pivotal role in assisting CPA firms in meeting their clients' tax extension filing requirements efficiently and accurately. Your in-depth understanding of tax regulations, meticulous attention to detail, and ability to work under tight deadlines will contribute to delivering exceptional service during this critical period. Please call our office 213.629.4602 for consideration.</p><p>Responsibilities:</p><ul><li>Liaise with CPA firms to collect and organize client-provided financial documents and tax-related information for extension filing.</li><li>Review and validate client documentation, including income statements, expense reports, and relevant deductions.</li><li>Utilize your comprehensive knowledge of tax laws and codes to prepare accurate and compliant tax extension filings.</li><li>Ensure all necessary forms, schedules, and supporting documentation are properly completed and attached to the extensions.</li><li>Collaborate with the internal team and CPA firm contacts to address any inquiries or clarifications related to tax extensions.</li><li>Keep abreast of changes in tax laws, regulations, and extension filing requirements, and incorporate them into your work.</li><li>Maintain clear and organized records of all extension-related communications and documentation.</li><li>Work diligently to meet strict deadlines and ensure all extensions are submitted accurately and on time.</li><li>Provide proactive communication to CPA firms regarding the status of extension preparations and any potential issues.</li><li>Maintain the highest standards of confidentiality and ethical conduct in handling client information.</li></ul><p> </p>
