Connecting Tax Pros

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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This area is an excellent opportunity for someone that wants to start or grow their practice. I am retiring and my fellow professionals in this area are all aging out simultaneously. As a result, I am turning down new client’s daily. Currently, I prepare approximately 275 individual returns and 30 business and trust returns.

Please contact to discuss. 

760-723-4999 

contax@roadrunner.com

I am willing to work with the new professional to ease into taking over the full practice if that is a better fit.

Posted 3/26/21

  Our Tax & Accounting office is looking for an experienced IN HOUSE Full Charge Bookkeeper. We offer great benefits such as fair compensation, flexible hours and health coverage. We promote continued education and applicants who bring innovative ideas to the workplace. In addition, the opportunity to expand professional growth through tax preparation is an option. 

· Candidates must have experience in Bookkeeping & Accounting Principles

· Proficient in QuickBooks, Excel, Word and Outlook

· Highly detail oriented, accurate and organized

· Strong financial, analytical and problem-solving skills

· Capable of handling up to 25 small businesses needs and deadlines

· Comfortable working both independently and as a member of a team

· Professional appearance with strong communication skills

· Knowledge of Payroll and Lacerte tax software a plus

Compensation: $18 - $25/hr BOE

Please submit resume with references to Lisa@LindgrenFS.com. 

Include a short introductory paragraph to include ONE “fun fact” about yourself! 

Interviews by appointment only.

Posted 2/11/2021

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CTEC Practice FOR SALE in West Los Angeles

Approx. 600 clients.

80% Individual 20% S-Corp./C. Corp./LLC/Non-profit/Bookkeeping

Annual revenue $550,000

Looking to retire.

Will help with transition

Contact Charles Krishna at 310-391-6700

Posted 8/21/21

Taxes 'N Books, Inc is a family owned and operated full-service tax preparation and bookkeeping firm in the downtown Sacramento area. Our business began over 30 years ago with the philosophy of building lifelong professional relationships with our clients.    

We are looking for an experienced and licensed Associate Tax Preparer to join our team as soon as possible. The perfect candidate would have at least 3 years tax preparation experience, knowledge of Lacerte tax software, and great communication skills. We offer very a competitive salary + bonus and benefits.  

For more information, please contact David at david@april15cpa.com or 916-444-2666.    

8/3/2021

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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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