Income Tax Preparer/Receptionist

$41,600 - $49,920/Yr

La Senda Enterprises - Rancho Cucamonga, CA

Full-time - Entry Level

Rancho Cucamonga, CA

Professional, Scientific, and Technical Services

About the position

We are seeking a detail-oriented and knowledgeable Tax Preparer to join our team. The ideal candidate will have a strong understanding of tax regulations and financial concepts, along with the ability to provide exceptional customer service. This role is essential in assisting clients with their tax preparation needs, ensuring compliance and accuracy in all filings.

Responsibilities

• Prepare and file federal and state tax returns for individuals and businesses.
• Analyze financial data to identify potential deductions and credits.
• Maintain up-to-date knowledge of tax laws and regulations.
• Provide excellent customer service by addressing client inquiries and concerns.
• Utilize accounting software such as QuickBooks, Sage, or other relevant tools to manage client accounts.
• Collaborate with clients to gather necessary documentation for tax preparation.
• Review financial statements and reports to ensure accuracy before submission.
• Assist in resolving any discrepancies or issues related to tax filings.

Requirements

• Strong customer service skills with the ability to communicate effectively with clients.
• Proficient in analyzing financial data and applying technical accounting principles.
• Familiarity with QuickBooks, Sage, or similar accounting software is preferred.
• Knowledge of public accounting practices and corporate accounting principles.
• Understanding of sales tax regulations and compliance requirements.
• Ability to work independently while managing multiple tasks efficiently.
• Detail-oriented mindset with a commitment to accuracy in all work performed.

Nice-to-haves

• CPA license (Preferred)

Benefits

• Flexible schedule
• Bonus opportunities