What are the responsibilities and job description for the Financial Preparation Specialist position at Guardian Tax?
💰 Financial Preparation Specialist – Join the Guardian Tax Dream Team! 💰
Who We Are
At Guardian Tax, we’re not just crunching numbers—we’re changing lives! We help clients escape tax troubles with expert solutions, integrity, and a touch of financial wizardry. If you have tax case management experience but want to shift gears into financial preparation, this is your moment!
What You'll Be Doing (AKA Your Superpowers)
📊 Financial Investigator: Analyze W-2s, 1099s, tax returns, and financial statements like a detective on a mission.
💰 Number Ninja: Break down income, expenses, assets, and liabilities with precision.
📜 IRS Insider: Compare national financial standards with client data—spot the gaps, connect the dots!
📈 Bank Statement Sleuth: Track deposits, spending habits, and cash flow like a pro.
📝 Data Entry Whiz: Keep detailed, accurate financial records in our tax and financial systems.
⚖ Compliance Guardian: Ensure every move aligns with tax laws and financial regulations.
What We’re Looking For
✅ Background in tax case management, accounting, finance, or bookkeeping.
✅ Deep knowledge of IRS Fresh Start Programs & financial regulations.
✅ Sharp eye for numbers, patterns, and financial trends.
✅ Tech-savvy with financial software & data entry skills.
✅ A detail-obsessed problem solver who loves cracking financial puzzles!
Why You'll Love It Here
💰 Cha-Ching! Competitive salary bonus pay—because your skills deserve it!
📈 Career Glow-Up: Growth, training, and opportunities to climb the financial ladder.
🎯 Work Hard, Play Harder: We keep it professional but never boring.
🎮 Game On: Ping Pong, pool, foosball—yes, it’s all in the office.
🎶 Good Vibes Only: Music-powered workdays to keep energy high!
Perks & Benefits
✔ Bonus Pay 💸
✔ Medical, Vision & Dental Insurance 🏥
✔ Retirement Benefits 💼
📍 Location: Irvine, CA 92614
⏰ Schedule: Monday - Friday | 8:00 AM - 5:00 PM
🏢 Work Setting: In-Office
🚨 We're Hiring NOW! 🚨
If you're ready to bring your tax expertise into a role that’s all about financial prep, we want to meet you! Hit APPLY NOW and let’s make tax magic together! 🚀🔥
