What are the responsibilities and job description for the Tax Preparer and Reviewer position at Whitney & Associates?
Job Description
Job Description
We are looking for a licensed tax professional to join our team!
Qualifications :
- MUST be a licensed tax professional skilled in accounting principles (EA or CPA, EA preferred)
- MUST have at least 5 years of experience with tax preparation
- MUST have at least 3 years of experience reviewing, preparing, and filing entity returns (S Corp, Partnerships, etc)
- MUST have at least 3 years of using Lacerte
- MUST will be available during peak tax season, as this is a long-term relationship we are looking for (an increase in hours during tax season)
- MUST be detail-oriented for accuracy purposes. No corrections to your work should be required when it is reviewed.
- Need to understand Profit & Loss and Balance Sheet items fully
- Familiarity with Quickbooks and bookkeeping is required
- Knowledge of California tax law, or willingness to learn
- Knowledgeable with technology, specifically Adobe Acrobat and Microsoft Office (Word, Excel, Outlook)
- Reliable, responsible, ethical, and trustworthy (background check required)
- Strong English written and verbal communication skills
- Organized, professional, and friendly
- Self-starter who can precisely follow through
- Ability to multi-task
Job duties include the following :
We are a tax business focused on businesses and property investors with headquarters in the Bay Area. We do tax planning, preparation, consultations, and representation, as well as business advisory and bookkeeping. Our firm handles individual, corporate, trust, and non-profit tax returns.
We are looking for a tax preparer to play a vital role in reviewing prepared returns, preparing entity returns, managing the intake process, and executing advanced data processing. We need this position filled soon so we can train and acclimate the candidate to our firm and processes. Strong work ethics, willingness to learn, and dependability are critical to this role.
Should you not be certified in California and wish to become certified, we have a reimbursement program. Inquire within.
We offer flexible hours and locations. NO sales or sales calls are required.
Must pass a background check.
Job Types : Part-time, Contract
Pay : $45.00 per hour
Expected hours : 20 – 40 per week
Benefits :
Compensation Package :
Experience :
License / Certification :
Work Location : Remote
Company Description
We are a tax preparation and consultation company located in the heart of the Silicon Valley
Company Description
We are a tax preparation and consultation company located in the heart of the Silicon Valley
Salary : $45