Seasonal Tax Professional

Falcon Wealth Planning, Inc.•Ontario, CA

11d•$40 - $60•Hybrid

About The Position

As a Tax Professional with Falcon Tax & Consulting, you will work closely with CPAs, Financial Planners, and clients to provide tailored, tax-efficient solutions. You will gather information, prepare tax returns, and support tax planning strategies intended to help clients reduce tax liability and maximize wealth accumulation. The position is seasonal and geared toward tax seasons, with flexible hours and a hybrid work environment. Compensation is $40–$60 per hour, depending on experience.

Requirements

Bachelor's degree in Accounting or a related business field.
At least 5 years of professional experience in tax preparation.
Experience using professional tax preparation software and client relationship management (CRM) systems, and familiarity with general office software such as Microsoft Office Suite.
Excellent interpersonal skills and the ability to communicate clearly and concisely with clients and internal associates.
Strong analytical skills, exceptional attention to detail and accuracy, and a strict commitment to quality.
Highly organized, with the ability to prioritize work effectively and meet tight deadlines.
Adaptable and flexible in changing priorities as business needs dictate, with a team-oriented mindset and willingness to support other associates.

Nice To Haves

Experience with Lacerte tax software is a plus but is not necessary.

Responsibilities

Prepare and review individual and small business tax returns efficiently and accurately.
Communicate regularly with clients, internal associates, and external professionals to ensure relevant information is addressed.
Assist CPAs and the broader wealth management team with tax-related matters and ongoing tax research.
Support day-to-day operations through organizational, administrative, and general office duties.
Maintain continuing professional education and ensure compliance with, and monitor changes to, federal and state tax laws.