Tax Preparer

We're a mid-sized firm who highly values our employees, placing equal importance on them as we do on our clients. We actively seek input from our team on business operations, trust their ability to work independently, and prioritize work-life balance, even during Tax Season. When we discuss work-life balance, we recognize the significance of family.

We encourage our staff to allocate time during the workday for family commitments and actively support community engagement. We consider ongoing professional growth and development crucial for all team members to meet our clients' continually evolving needs. Our distinctive work culture is a defining factor that garners respect and appreciation from our clients.

Position Description:

As a Tax Preparer you will work directly with clients to meet their accounting needs. You will be viewed as an
integral piece of the client’s business. This position will require an individual that is self-motivated and willing to learn.
Excellent written and verbal communication skills are required.

Hours: Our office hours are Monday to Friday 8:00am to 5:00pm (Fridays during the summer we close at noon). Flexible
scheduling is available after an introductory period depending on the candidate. This is a part-time position requiring 20
hours minimum per week. Additional hours are available dependent on your availability.

Job Responsibilities:

• Process client payroll and prepare quarterly and annual tax reports
• Prepare and file sales tax reports
• Prepare bank and credit card account reconciliations
• Record daily financial transactions
• Manage client payables and receivables

Education and Skills Requirement:

• Working towards 4 year accounting degree
• Experience with QuickBooks is preferred
• Must be proficient in Microsoft Excel
• Comfortable working across multiple software platforms and with digital documentation

Personal Traits:

• Willing to do the right thing regardless of the consequence
• Positive Attitude/Fun
• Enjoys solving problems
• Dedicated
• Caring

Apply or contact Chasen Ruesch directly!
chasen.ruesch@jobot.com
949-200-8428 (text capable)