Are you ready to make a real impact in the lives of individuals and businesses by helping them navigate complex tax challenges? If you’re looking for more than just a role—if you’re seeking a purpose-driven career in a supportive, collaborative, and growth-focused environment—then we want you on our team!
Why Us?
At our firm, we don’t just handle tax issues; we provide peace of mind. With integrity, compassion, and customized solutions at the heart of everything we do, we’re proud to build strong, lasting relationships with our clients. As part of our team, you’ll play a pivotal role in delivering exceptional tax services while advancing your career.
About the Role
Position: Tax Preparer (Part-Time with Path to Full-Time)
Youwill be responsible for the accurate and timely preparation of federal and California state tax returns for individuals, partnerships, corporations (C-Corp and S-Corp), and possibly trusts and estates. This role requires a thorough command of current tax law, strong attention to detail, and the ability to manage multiple client engagements simultaneously.
This is more than just a part-time role—it’s your opportunity to grow into an integral, full-time team member. You will be entrusted with real responsibility from day one while receiving the support and mentorship you need to thrive.
Who We’re Looking For
We value skills and experience, but what truly sets you apart is your character, intelligence, and integrity. If you’re someone who:
• Builds strong, empathetic client relationships.
• Thinks analytically for your clients’ best interests.
• Is driven by professional growth and thrives in a collaborative environment.
• Loves a challenge and finds purpose in solving complex problems.
We want to meet you!
Education: Bachelor's degree in Accounting, Finance, Business Administration, or a closely related field (required); Advanced degree or coursework in taxation is a plus but not required.
Licensing & Credentials:
• Active California Registered Tax Preparer (CRTP) registration with CTEC — required for non-CPA, non-attorney preparers
• Enrolled Agent (EA), CPA license, or California Bar admission accepted in lieu of CRTP
• Current Preparer Tax Identification Number (PTIN) issued by the IRS (required)
• Must satisfy applicable California continuing education (CE) requirements and maintain all credentials in good standing
Experience:
• Minimum 5–7 years of continuous, hands-on tax preparation experience
• Demonstrated experience preparing complex individual (Form 1040), business (Forms 1065, 1120, 1120-S), trust (Form 1041), and gift (Form 709) returns
• Working knowledge of California Franchise Tax Board (FTB) requirements, California state income tax, and applicable local taxes
• Prior experience in a law firm, CPA firm, or tax advisory setting strongly preferred
Skills:
• Strong analytical and problem-solving skills with exceptional attention to detail
• Excellent written and verbal communication skills for interaction with attorneys, clients, and government agencies
• Strong discretion, confidentiality, and ethical conduct.
• Organized and deadline-driven.
What You Will Need to Succeed:
• Excellent judgment to help clients prioritize and tackle their biggest challenges.
• Strong project and time management skills to handle multiple cases effectively.
• A client-first approach with a focus on delivering exceptional service.
• The ability to balance analytical thinking with real-world practicality.
• A flexible and tactful personality that thrives in a dynamic, team-oriented setting.
• Demonstrate a high degree of discretion, confidentiality, and integrity in the handling of personal client information, including following the Rules of Professional Conduct.
• Result- and profit-oriented, with the ability to balance other business considerations, including working within the client’s budget while being productive.
• Attention to detail and accuracy in document preparation.
Perks and Benefits:
• Competitive Compensation: Based on your experience and skill set.
• Growth Opportunities: Training, conference participation, and professional development.
• Collaborative Culture: A supportive environment that values your ideas and contributions.
How to Apply: If you're excited about this opportunity, we look forward to reviewing your resume!
Prepare a cover letter with no more than TWO paragraphs and a closing sentence. In the first paragraph, explain what you believe are the 3 most important qualities or values for a tax preparer helping clients to complete their tax returns. In the second paragraph, explain why you applied to this particular ad. As a closing sentence please write, “I have read the instructions contained in the job posting and have followed the instructions.”
Do not send your resume through this website. Email your resume and cover letter in PDF format to
[email protected]. The subject line of the email should your last name (all caps), followed by the position you are applying for in lower case, followed by one word that you would use to describe yourself in all caps (for example: SMITH tax preparer AWESOME).
APPLICATIONS RECEIVED THROUGH THIS SYSTEM AND THAT DO NOT FOLLOW INSTRUCTIONS WILL NOT BE CONSIDERED.
Join us and make a meaningful impact with your expertise!
Job Types: Part-time, Contract
Pay: $20.00 - $30.00 per hour
Expected hours: 10 – 20 per week
Work Location: Remote