Tax Professional - Tax Preparer
EXACTAX SOLUTIONS
Huntington Beach, CA (In Person)
Full-Time
Skill Insights
Compare your current skills to what this opportunity needs—we'll show you what you already have and what could strengthen your application.
Job Description
Job DescriptionJob Description We are seeking a skilled Tax Preparer with a required minimum of 3-5 years of experience preparing individual and small business tax returns. Experience with Intuit Lacerte tax software is a plus. The ideal candidate is an experienced, accurate, and efficient tax professional with strong knowledge of federal and state tax rules, and the ability to handle a broad range of filings with a detail-oriented and proactive approach. Responsibilities Prepare individual tax returns (1040, Schedule A, Schedule C and Schedule E) Prepare small-business returns (LLC, S-Corp, C-Corp, partnerships) Assist in reviewing client documents and identifying missing information Proficient in Bookkeeping (Bank and credit card reconciliation, month-end close support, chart-of-accounts maintenance, and preparing financials needed for accurate tax return preparation). Enter and reconcile tax data in Lacerte and QuickBooks. Maintain high accuracy and attention to detail under deadline-driven conditions. Support other firm processes during peak season as needed Preferred Qualifications 3-5 years of experience as an Individual/Business Tax Preparer, with hands-on work preparing 1040 and small business returns Knowledge of resolving notices from governmental agencies Ability to work independently and manage multiple clients simultaneously An Enrolled Agent or CPA credential is a plus, but not required