ACCOUNTANT/TAX PREPARER (SANTA ROSA)

Unclassified - Santa Rosa, CA

Full-time - Mid Level

Santa Rosa, CA

About the position

The Accountant/Tax Preparer position at a Santa Rosa CPA firm involves preparing individual tax returns and managing various tax-related responsibilities. The role requires full-time availability during tax season and part-time work throughout the rest of the year, with flexible hours based on the candidate's availability and skills. There is potential for ownership or partnership for qualified candidates.

Responsibilities

• Prepare individual tax returns for clients.
• Manage and prepare tax returns for Partnerships, S-Corps, Corporations, and Fiduciary entities.
• Adjust and close client books at year-end.
• Communicate effectively with clients regarding their tax needs and inquiries.
• Ensure accuracy and attention to detail in all tax-related documentation.

Requirements

• Three to five years of experience in preparing individual tax returns.
• Comprehensive knowledge of tax returns for Partnerships, S-Corps, Corporations, and Fiduciary entities.
• Proficiency in Lacerte, Excel, QuickBooks, and Word software.
• Strong verbal and written communication skills.
• Attention to detail and accuracy.

Nice-to-haves

• Experience with client management and relationship building.
• Knowledge of current tax laws and regulations.

Benefits

• Potential ownership or partnership opportunities for qualified candidates.