Tax Preparer EA or CPA

$83,200 - $83,200/Yr

Jda Tsg - San Jose, CA

Part-time,Full-time - Entry Level

San Jose, CA

About the position

The Seasonal Tax Preparer position at JDA TSG involves providing tax preparation services to clients during the tax season, specifically from mid-January through April 16, 2025. The role requires an active PTIN and either an Enrolled Agent (EA) or Certified Public Accountant (CPA) license. The position offers flexible scheduling, competitive pay, and opportunities for professional growth in a supportive office environment.

Responsibilities

• Provide superior customer support by assisting customers in preparing their income tax returns on-site.
• Create an excellent customer experience using expertise in tax preparation and technical ability.
• Resolve customer problems in a friendly manner to ensure high customer satisfaction.
• Carefully document all customer interactions.

Requirements

• Active PTIN and Enrolled Agent (EA) or Certified Public Accountant (CPA) license.
• 2+ years of professional experience preparing and filing individual (1040) returns using professional tax preparation software in a professional/retail setting.
• Strong technical skills and ability to navigate computer systems and software, including professional tax software.

Nice-to-haves

• Knowledge of TurboTax is strongly preferred.

Benefits

• $40 per hour starting pay
• 401K with a match opportunity
• Flexible schedules
• Comprehensive training and support
• Equipment including laptop for the duration of employment
• Growth potential within the company