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Tax Preparer / Enrolled Agent
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Stephens Tax Services
Santa Rosa, CA (In Person)
$97,500 Salary, Full-Time
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Job Description
Join a Growing, Established Tax Firm Stephens Tax Services is a family-owned tax practice that has been serving Sonoma County individuals, families, and small businesses since 1983. We are a high-volume, client-focused firm committed to making the tax preparation process simple, efficient, and stress-free. As our firm continues to grow, we are looking for a Tax Preparer, Enrolled Agent, or CPA who wants more than just a seasonal position. Whether you're early in your tax career or an experienced professional looking for a new opportunity, we offer a supportive environment where you can expand your skills, build meaningful client relationships, and grow with our team. What You'll Do Prepare individual and business tax returns Review client tax documents for completeness and accuracy Communicate directly with clients regarding tax matters and information requests Research and resolve tax issues as needed Assist clients with tax planning opportunities and questions Maintain accurate records and documentation Collaborate with team members to ensure an exceptional client experience What We're Looking For The ideal candidate is: Personable and professional with strong communication skills Detail-oriented and highly organized Comfortable working independently and managing deadlines Efficient and productive in a fast-paced environment Committed to providing excellent client service Eager to learn and continue developing professionally Required Qualifications CTEC, Enrolled Agent (EA), or CPA credential Bachelor's degree in Accounting, Business, Finance, or related field, or equivalent professional experience Strong written and verbal communication skills Proficiency with computers and common office software Ability to manage multiple priorities during busy periods Preferred Qualifications Experience preparing individual and business tax returns Experience with Drake Tax Software Prior experience in a public accounting, tax, or financial services environment Knowledge of California tax law Work Schedule This position follows the natural rhythm of the tax industry: January through