Tax Preparation Specialist

About the Role

We’re looking for a Tax Preparation Specialist who enjoys hands-on work preparing a variety of tax returns for individuals and small businesses. This is a steady, mid-level role in a supportive CPA practice where accuracy and client service matter more than titles. If you like rolling up your sleeves and working directly with tax filings, this could be the right fit.

Key Responsibilities

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  Prepare federal and state tax returns, including:

  
  
  
  
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    Form 1040 with Schedules A, C, D, and E

    
    
  
  
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    Form 1120 & 1120-S for corporations

    
    
  
  
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    Form 1065 for partnerships

    
    
  
  
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    Payroll and information returns (W-2, 1099)

    
    
  
  
  
  


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  Review client-provided records for completeness and accuracy.

  
  


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  Organize and reconcile income, expenses, and supporting documentation.

  
  


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  Monitor changes in tax law that affect common individual and business filings.

  
  


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  Communicate with clients to clarify tax-related questions and gather missing information.

  
  

What You Bring

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  Solid experience preparing individual and small business returns.

  
  


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  Working knowledge of federal and California tax forms.

  
  


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  Strong attention to detail and ability to work independently with accuracy.

  
  


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  Good communication skills and a professional, client-friendly approach.

  
  


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  Prior CPA firm or tax preparation office experience preferred (CPA license not required).

  
  

What's Offered

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  Competitive pay with benefits.

  
  


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  A balanced, team-oriented environment where your contributions are noticed.

  
  


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  Exposure to a wide range of tax situations to build your skills.

  
  


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  Steady workload in a firm with repeat, loyal clients.

  
  

If you’re looking for a stable role where you can focus on quality tax preparation—this is a great opportunity.

Apply today and join a practice that values accuracy, teamwork, and client trust.