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Tax Preparer/ Auditor Jobs in San Mateo,CA,US

Job

W3global

San Mateo, CA (In Person)

Full-Time

Posted 2 weeks ago (Updated 1 week ago) • Actively hiring

Expires 7/27/2026

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Job Description

Responsibilities
  • Prepare Federal and State Income tax returns for individuals, Limited Liability Companies, and S-Corporations Review/analyze prior years' filings for accuracy Correspond with clients regarding tax information and documentation Meet with clients to obtain additional information on taxable income and deductible expenses and allowances Meet with clients and discuss their income tax results and procedures for filing Advise clients on the full spectrum of tax services, including but not limited to: planning, research, and compliance File federal, state, and local tax documents, extensions and quarterly payments through CCH Prosystems Tax software Collaborate with other Associates to validate tax laws, procedures, forms and methodology used in preparation of returns Demonstrate understanding of GAAP and Statutory audit rules by performing compilation, review and audit engagements Opportunity to become a partner of the Firm Qualifications•Current CPA license 4-5 years of tax experience preparing returns for individuals, limited liability companies, Trusts and Corporations(C&S) Compliation Review and Audit experience required Ability to complete complex individual tax returns (1040) that contain, all Schedule's, including, FBAR, form 8938, stock sales, property sales, home office allocations, back door IRA conversions, multi state, non-resident state filings, K-1 entries, 1031 exchanges, ISO's, NSO's and RSU's Comprehensive communication skills in order to articulate complex tax matters to clients and other staff members in a clear and concise manner Able to handle multiple tasks simultaneously Ability to research and investigate additional tax resources as needed for complex client returns Personable Good Sense of humor•A must!
Motivated, self starter Benefits
  • Package includes: Fully paid employee health insurance (after waiting period); paid Holidays, sick leave and vacation time; 401(k) Plan, with match; Section 125 Plan.
Excellent, mid-peninsula location. Office is close to downtown San Mateo with ample parking (covered and non-covered).