Connecting Tax Pros

Coronado tax preparation firm run by Lisa Ihm’s son and where Ryan Reichert does his tax work is seeking an experienced tax preparer to prepare Individual, Partnership, S Corp, and C Corp tax returns, review returns completed by other preparers, and tax plan with clients.

This position offers a huge level of flexibility and freedom when it comes to hours and vacations. Outside of tax season we encourage time off for vacations or afternoons off to spend time with family. Generally you will need to work about 32 hours per week to get the work done outside of tax season. We also encourage work from home a couple days of the week. We are a small office and we service mostly clients with higher billing, which means we don’t work insane hours, even during tax season (estimated 40 hours per week in February and 50-60 hours per week from about March 1 to about April 15th). We are hoping to find a long term employee with an owner’s mindset who can grow with our business and possibly join the ownership team in the future. We want somebody who wants to grow the business and eventually run the tax side of the business while the current owner steps back from the tax side of the business to focus on the financial advising side of the business. Estimated pay over the first year is approximately $80,000-$100,000 with annual increases. We pay a base salary and have a generous bonus program based on amount of billable work completed. Benefits include a retirement plan with company matching, health benefits, hybrid of in office and work from home (especially outside of tax season), and considerable time off. We strive to have a good work/life balance.

Minimum requirements: three years of experience preparing tax returns, an EA or CPA designation, and (preferably) familiarity with Lacerte software. The ideal candidate has good communication skills and experience working with affluent clients (typically having extensive brokerage statements, rentals, and small businesses). The candidate must have knowledge of advanced tax preparation concepts (like selling rentals, K-1s, small businesses), knowledge of legislation, willingness to research issues as required, and be detail oriented while performing in a fast-paced environment.

Contact:  

Nathan Ihm

Nathan@Westax.Com

(619) 435-3131

Posted 1/13/2023

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 Asking $165,000

500 hundred clients, 480 individual, and 20 Trusts

Use Lacerte software

Listed with APS

Contact:

 Denise Hackett

888-783-7822

Posted 8/2/22

 We are a small tax, accounting, and payroll office in the South Sacramento Greenhaven/Pocket area and have been in business for over 40 years. We are currently looking for a seasonal tax preparer as well as front desk receptionist. Here is some information for what we are looking for:  

We are looking for a bilingual Receptionist fluent in English and Spanish to manage our front desk on a daily basis and to perform a variety of administrative and clerical tasks. As a Receptionist, you will be the first point of contact for our company. You will welcome guests and greet people who visit the business. You will coordinate front-desk activities, including distributing correspondence and redirecting phone calls. As a Receptionist, you should have a pleasant personality, as this is also a customer service role. You should be able to deal with emergencies in a timely and effective manner, while streamlining office operations. Multitasking and stress management skills are essential for this position. 

This role may require working in shifts during our Tax Season, so flexibility is required typically January through April.

Contact:

AGUIRRE’S TAX & ACCOUNTING

7410 GREENHAVEN DR. STE. 100

SACRAMENTO, CA 95831

Phone: 916-444-7910

Fax: 916-444-8977

Email: alexys@aguirrestax.com

Posted 12/27/22

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We are located in Antioch California.  We have approx 1,500 clients, a mix of individual business non profit partnerships llc etc.  80% individual. Been in business for 27 years.  Annual gross revenue approx 350k. Cash flow 210k annually. Looking to sell after 5/17/21 .

Please contact:

Greg Bayramian

 greg@gregstaxservice.com 

Posted 4/10/2021

San Diego CPA firm has attractive employment opportunity for senior level EA. Salary is based on experience and intended to encourage professional technical growth and direct client responsibility. The successful candidate will work directly with me on high level client tax matters. Experience with Lacerte software is required. The ideal candidate should be detailed oriented, familiar with excel, QuickBooks, experience with rental real estate reporting, LLC and S corporation tax returns.  

Email your resume to gzweig@zweigaccounting.com

Posted 5/5/22

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ESTABLISHED TAX OFFICE SERVING BREA, WHITTIER, FULLERTON, AND LA HABRA, SEEKS INTERVIEWER/PREPARER WITH AT LEAST 3 YEARS OF EXPERIENCE AND PTIN. MAJORITY OF WORK IS INDIVIDUAL RETURNS.   WE DO NOT PROVIDE BOOKKEEPING OR PAYROLL SERVICES. PREFERENCE GIVEN FOR PRIOR USE OF LACERTE, TAX TOOLS & SPIDELL TAX FORMS. SEND SHORT RESUME AND PHONE NUMBER TO:

taxmikeea2@aol.com

Posted 1/22/21

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