Tax Preparer for Digital-Focused Firm

BBSI Tax • Canyon Lake, CA

33d • Hybrid

About The Position

Our innovative tax strategy firm is seeking a skilled Real Estate Tax Preparer to join our team. We specialize in serving real estate business clients, investors and small businesses, providing personalized tax solutions in a digital-first environment. Our firm is at the forefront of leveraging technology to deliver exceptional tax solutions. We are committed to helping our clients achieve their financial goals through innovative and personalized tax strategies. We value integrity, excellence, and a collaborative approach to solving complex tax issues.

Requirements

• EA or CPA certification preferred.
• Minimum of 5 years of experience in tax preparation, with a focus on real estate clients and businesses.
• Proficiency in tax preparation software (e.g., TaxAct, TaxDome), Google Docs, Sheets, Gmail etc, and Microsoft Powerpoint
• Excellent communication skills, both verbal and written, with the ability to explain complex tax concepts clearly and concisely.
• Strong attention to detail and accuracy, with a commitment to delivering high-quality work.

Responsibilities

• Meticulously prepare tax returns for real estate entities and investors, ensuring compliance with relevant tax laws and regulations, navigating complex tax regulations, and maximizing benefits mainly in the real estate industry.
• Conduct all client meetings and communications electronically via secure Zoom portals, maintaining professionalism and confidentiality.
• Deliver timely updates and responses to client inquiries, demonstrating a commitment to exceptional service and client satisfaction.
• Collaborate effectively with internal team members to streamline processes and optimize client outcomes.
• Meticulously preparing tax returns for real estate entities, investors and small businesses, navigating complex tax regulations and maximizing benefits mainly in the real estate industry.
• Embracing our digital-first approach by conducting all client interactions and meetings via Zoom, ensuring seamless communication using our secure client portal.
• Upholding our commitment to timeliness and responsiveness, providing clients with prompt updates and answers to their tax-related inquiries.
• Supporting the financial success of our real estate clients, facilitating compliance with tax laws, and optimizing their tax outcomes in a dynamic and ever-evolving industry.

Benefits

• 401(k) match up to 3%
• Long-term disability coverage for employees, 100% covered
• Life insurance for employees, 100% covered
• Health insurance, 75% covered for employees
• 40 hours of paid sick or vacation time
• Flexible work schedule: 24-40 hour work weeks with a minimum requirement of Monday to Friday (Tax Season full time will be required)
• Continuous training programs
• Opportunities for career advancement

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed