Tax Preparer

Duties And Responsibilities

• Apply technical knowledge to prepare and review individual income tax returns
• Review situations and transactions to determine federal, state and local filing requirements
• Analyze and respond to IRS, state, and local tax agency notices
• Participate in tax strategy discussions with clients and collaborate with their financial advisors
• Identify and resolve client tax related questions and issues
• Exhibit strong communication skills (verbal; written; presentation) with clients, advisors, tax authorities, firm staff, and management
• Perform other duties as assigned

Qualifications

• BS/BA Degree, accounting preferred
• Current CPA license
• 2+ years individual tax preparation experience
• Proficiency in income tax planning and compliance
• Multi-state tax preparation/filing experience preferred
• Form 1041 Trust & Estate and Form 709 Gift return experience preferred
• Strong Excel and other software skills
• In-tuit Lacerte tax software experience preferred
• Excellent oral and written communication skills and attention to detail
• Strong interpersonal and client service skills
• Able to handle multiple priorities, clients and tight deadlines

Benefits

• Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
• Dental insurance with MetLife
• Vision insurance with VSPO
• Optional supplemental benefits
• Healthcare savings accounts with company contribution
• Flexible spending accounts
• Flexible working arrangements
• Generous 401K contributions

Pay

Base salary range is $75-110K

Schedule

This is a full-time, exempt position that will report into the Folsom, CA or Walnut Creek Office office.