About the

Role:

Cathleen M Petersen, E.A. is looking for a detail-oriented Tax Preparer to join our team in Saratoga, CA! This is a fantastic opportunity to work alongside an Enrolled Agent in a professional, client-focused tax practice where your expertise truly makes a difference for individuals and businesses alike. This position is available now through the April 2027 deadline with the potential for a long-term commitment.

Responsibilities:

Prepare accurate federal and state income tax returns for individuals, businesses and trusts Experience with resolving IRS/various state tax notices Gather, review, and organize client financial documents and tax records Identify applicable deductions, credits, and tax strategies to optimize client outcomes Communicate with clients to clarify information and explain tax-related questions Maintain up-to-date knowledge of current tax laws, codes, and regulations Ensure compliance with IRS guidelines and filing deadlines Maintain confidentiality and accuracy of all client data and records

Requirements:

Minimum of 5+ years of prior experience in complex tax preparation Familiarity with federal and California state tax laws and filing requirements Proficiency with tax preparation software (CCH Axcess a plus) Strong attention to detail and commitment to accuracy Excellent communication and client service skills EA, CPA, or progress toward certification is a plus

About Us:

Cathleen M Petersen, E.A. is a trusted tax and financial services practice based in Saratoga, CA, dedicated to providing personalized, expert-level tax guidance to our valued clients. As an Enrolled Agent-led firm, we pride ourselves on deep tax knowledge, integrity, and a client-first approach that keeps our clients coming back year after year. Our team enjoys a collaborative, professional environment where expertise is valued and growth is encouraged.