Connecting Tax Pros

Coronado tax preparation firm seeking a tax preparer to prepare 1040 tax returns, help clients with tax planning, and correspond with the IRS. 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, knowledge of legislation, willingness to research issues as required, and be detail oriented while performing in a fast-paced environment. 

We are offering commission-based pay with available billing increases each year. Estimated pay in the first year is approximately $60,000-$80,000 (with estimated $10,000+ increases in future years). Benefits include a retirement plan with matching, considerable flexibility outside of tax season, tax-free health benefits, and work from home options (especially outside of tax season).

All employees are required to have the COVID-19 vaccine and stay updated with boosters per government recommendations.

Contact:  Nathan Ihm

Admin@Westax.Com

619-435-3131

Posted 1/12/2022

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 Seeking  Semi Senior Tax Accountant Position in a CPA firm.

Accounting and tax experience working for public accounting firms.
Contact : Gulu Dubash from La Mirada, California.
                562-587-7247 or khushgulu@gmail.com

Posted 11/26/20

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Tax Office Space Available

Will provide all Resources

Prime location near beach

Reasonable Rent

North Orange County

Contact Emil @ 714-625-6482

 Emil's Professional Tax & Mortgage Services

134 3/4 Main Street

Seal Beach, CA  90740

Posted 11/26/20

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Qualifications CPA, EA, or CTEC (Required)Lacerte Experience (Required)Tax Experience: 5 years (Preferred)Tax Professional WantedFull-time position available. Hours are flexible (as long as the work gets completed) with potential ongoing work and/or future seasons. Tax preparer should have 5+ years tax preparation experience - deep experience with form 1040. Experience with forms 1120/1120s, 1065, 1041 would be helpful as well. Lacerte (software) experience mandatory.  The position entails sorting through clients documents, entering into Lacerte and following up with client on missing information. Due to COVID, no face to face client interaction will take place. However the position will be in office without a remote option available.  All recommend COVID safety measures will be followed while in office.EA, CPA, or CTEC (min). Applicant should have excellent communication, research, computer, and analytical skills, and valid PTIN. Must be accurate, punctual, and reliable.  Competitive compensation. Small company, comfortable environment. Office is located in La Mesa. Please send your resume or qualifications and desired pay rate. Please also include which tax software platforms you are familiar with.Initial interviews will be conducted via video conferencing.Job Types: Full-time, TemporaryPay: Starting at $20.00 per hour (increased depending on experience)

Contact Allison at allison@petixbotte.com for more information

Posted 12/28/20

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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

. ESTABLISHED TAX OFFICE SERVING,BREA,WHITTIER, FULLERTON AND LA HABRA, SEEKS INTERVIEWER/PREPARER WITH AT LEAST 3 YEARS OF EXPERENCE 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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E.A. tax office seeks to spin off about 150 clients. Takeover office space. Low Rent office near the pier in Seal Beach. Furniture & Equip stays. Great location. Owner is moving home due to health reasons. Price is in the $40-50-k range. Call for more details.

Email   emil1040@aol.com
Phone  714-625-6482

Posted 6/10/2021

PAY: To be determined

SCHEDULE: Monday – Saturday during tax season (flexible schedule during off-season)

WORK REMOTELY: No

LOCATION: Los Alamitos, CA

ABOUT US: We are a reputable family-oriented income tax and wealth management business seeking a self-driven, knowledgeable, and experienced tax preparer to take over the preparation of approximately 250 existing client tax returns with the full opportunity to expand and grow business. Our firm focuses on excellent customer service with the objective of building long-term client relationships, while maintaining a friendly and casual work environment. We’re seeking a candidate with a positive attitude, an ability to work well with others, and a strong work ethic.  

JOB DESCRIPTION: 

· Responsible for the preparation of a variety of tax returns for individuals, businesses, and trust entities. 

· Provide tax consultations including tax planning for a variety of clients.

· Manage and assist clients in responding to tax notices from the IRS or other state agencies.

· Respond to any client customer support needs throughout the year

· Maintain an updated knowledge of comprehensive tax law and attend continuing education and trainings as necessary

· Full time work hours during the tax season with a flexible work scheduling during the off-season

QUALIFICATIONS:

· Enrolled Agent license or CPA is required

· At least three years of tax preparation experience

· Excellent customer service and problem-solving skills

· Excellent verbal and written communication skills

· Proficient with, or ability to quickly learn tax preparation software

· Excellent organization skills and fine attention to detail

· Self-starter with the ability to work with minimal to no supervision

· Highly effective in time management

· Professional in handling client correspondence and maintaining confidentiality at all times

Contact:  Lynn

lynn@williamstaxandfinancial.com

Williams Tax & Financial Services

Posted 9/22/21

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The candidate must have the ability to work independently and be able to multi-task.

Candidate will be assigned a client base that they will directly be working with. The candidate must have excellent verbal and written communication skills.  The candidate must be able to balance tax preparation, tax resolution, strong organizational, planning and deadline management skills while maintaining exceptional customer service.

This candidate will be conducting face to face tax appointments as well as preparing dropped off/mailed in returns.

A minimum of 10 years tax experience a must.  EA preferred CTEC acceptable.

Please send resume to esthert@personalizedtax.com

Posted 11/23/21

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This position will be responsible for tax preparation services for individuals, businesses, and trusts. This is an excellent opportunity for a licensed CPA to learn our business, grow their talents, and work on a defined pathway to becoming a corporate partner.

Responsibilities:

• Preparation of federal and state income tax returns for individuals, C Corporations, S Corporations, partnerships, and Trusts
• Prepare income tax projections and year-end planning
• Work directly with business clients to prepare their accounting and tax needs
• Work directly with individual clients for in person tax appointments 
• Prepare accounting adjustments and financial statements
• Prepare annual form 1099’s
• Prepare payroll tax and sales tax returns
• Review and draft responses to various IRS and State tax notices

Job Qualifications:

• Bachelor’s degree or graduate degree in accounting/tax
• Licensed Certified Public Accountant
• Approximately 2-5 years of experience working in tax at      a public accounting firm
• Advanced computer skills and knowledge of Excel,  Outlook, and QuickBooks
• Use of Ultratax CS and other Thomson Reuters CS  programs is a plus but not required
• Excellent interpersonal, oral and written communication      skills
• Ability to work in a challenging fast-paced environment
• Ability to manage multiple assignments, priorities and  able to work independently with moderate supervision
• Excellent problem-solving skills
• Strong attention to detail and organizational skills
• Strong client relationship skills
• Positive attitude and a desire to be part of a team      environment

About our firm:

Hood & Burch CPA’s is a small CPA firm located in Cypress, CA. The firm was started by two CPA’s in 1983 and has continued to grow successfully over the past 35+ years. We have a great company culture with very minimal turnover. Many employees have been with the firm for more than 15 years. We have a strong connection with our clientele and many have become our lifelong friends. We do not actively market our firm but instead we are able to grow through the referral of our satisfied clients. We provide a fun, relaxed environment to work for with flexible scheduling during our off season. We offer remote work opportunities throughout the year, understand the importance of a reasonable work‐life balance and are flexible as to how and where the work gets done.

About You:

You are committed to public accounting, and represent the industry, your colleagues, and your clients with a high degree of integrity and professionalism. You are personable and enjoy meeting many individuals to not only prepare their annual tax return but also to build a friendly and trustworthy relationship. You are a “team player” and make sure that collaboration is essential to your success, as well as the success of those you work with. You are hardworking and perhaps most importantly, a self‐directed and self‐managed professional. 

Compensation & Benefits:

• Salary based on experience
• Overtime for all hours worked above 40 hours per week      during tax season
• Ability to work a certain number of hours from home, if   desired
• Annual bonus based on contribution to the company’s   success 
• Salary deferral retirement plan with employer  contribution of 4% of wages
• Generous paid time off program
• Flexible schedule
• Company pays for professional dues and continuing education

 CONTACT:

Amanda Heller, CPA

Hood & Burch, Inc.

Certified Public Accountants

714-947-1744 Direct Line

714-995-4833 Office

714-995-4992 Fax

www.hbaccountants.com

POSTED 12/10/21

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. Our family owned business is looking to add another member to our team. We are looking for team member to work directly at our Tracy, CA office. - At least 1 year of experience in tax preparation - Experience with Lacerte Tax software a plus - The new team member will be working directly with our Senior Tax Advisor - Comfortable using MS Office, Word, Excel, Gmail, etc. - The initial position is seasonal but we are looking to keep the person on fulltime / part-time based on their skill sets.

 Taxpath 

1914 W Grantline Rd

 Tracy, CA. 95376 

844-835-8600 

Ask for either Mohammed or Aziz 

Posted 12/16/21 

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