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Experienced Tax Preparer

GENWEALTH 360 INC
Long Beach, CA Full Time
POSTED ON 3/12/2025
AVAILABLE BEFORE 5/11/2025
Benefits:
  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Opportunity for advancement
  • Profit sharing
  • Training & development
  • Vision insurance
About Us:
We are a dynamic tax planning firm that prioritizes strategic financial guidance for our clients, with tax preparation as a fundamental service. Our clientele includes high-net-worth individuals. We are seeking a skilled and detail-oriented Tax Preparer who thrives in a fast-paced environment and is eager to grow within our firm.

Work Arrangement: In-Person Only
Hours: 9:00 AM – 6:00 PM (extended hours during tax season may apply)

Responsibilities:

  • Accurately prepare and review individual, business, foundation, and trust tax returns.
  • Enter and analyze financial data to ensure compliance with tax regulations.
  • Work closely with tax planning professionals to optimize client tax strategies.
  • Manage multiple client accounts efficiently while meeting deadlines.
  • Stay up to date with tax laws and industry changes to provide top-tier service.
  • Maintain strict confidentiality and professionalism in handling sensitive financial information.
Qualifications:

  • Proven experience in tax preparation, particularly with high-net-worth individuals and complex returns.
  • Strong data entry skills with attention to detail and accuracy.
  • Ability to manage multiple tasks and prioritize work in a deadline-driven environment.
  • Familiarity with tax software and accounting systems.
  • Excellent communication skills and ability to work collaboratively with a team.
  • CPA or EA designation is a plus but not required.
Why Join Us?

  • Opportunity to grow and develop new skills within a supportive and knowledgeable team.
  • Work with a sophisticated client base and gain exposure to advanced tax planning strategies.
  • Competitive compensation and potential for career advancement.
If you are a dedicated tax professional looking for a challenging and rewarding opportunity, we encourage you to apply!

Salary : $50,000 - $87,000

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