Tax Preparer (Full Time or Part Time - Hybrid)

NorthPoint Tax, Wealth & Business Advisory, LLP • Fullerton, CA

384d • $47,840 - $66,560 • Remote

About The Position

The Tax Preparer position at NorthPoint Tax, Wealth & Business Advisory involves preparing tax returns for individuals and businesses while collaborating with a dynamic team. The role emphasizes client interaction, accuracy in tax preparation, and identifying tax savings opportunities. This position offers flexibility in work arrangements, allowing for both in-person and remote work.

Requirements

• 2+ years tax preparation experience
• Experience completing individual and business tax returns
• Strong multitasking skills
• Experience working in a fast-paced environment
• Strong attention to detail and accuracy
• Excellent organizational, time-management, written, and communication skills
• Experience with CRM systems

Responsibilities

• Prepare tax returns for individuals and businesses
• Identify tax savings opportunities on tax returns
• Collaborate regularly with team members regarding returns prepared
• Communicate with clients to gather data and provide updates
• Review client documents and data for accuracy
• Attend weekly team educational meetings relating to taxes and other service areas
• Help to build client relationships

Benefits

• 401(k)
• 401(k) matching
• Health insurance
• Dental insurance
• Vision insurance
• Flexible schedule
• Paid time off
• Hybrid work model: in person and at home or fully remote

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: No Education Listed