Triple Edge Financial Services Hiring For Income Tax Preparer at Lake Arrowhead, CA Full Time

We are a full-service accounting, payroll and tax firm working with individuals, businesses, fiduciaries, and non-profits. Our services include tax preparation and planning, bookkeeping and accounting, estates and trusts, to name a few. We are looking for an exceptional, experienced tax preparer with a strong tax preparation background. This individual will be experienced in preparing and reviewing individual tax returns, financial statements; and providing exceptional tax advice to clients. Knowledge in business, and trust tax returns is a plus.

Key Objectives and Results:

• Deliver exceptional customer service by anticipating customer needs and considering the impact of decisions on the customer.
• Prepare and review individual tax returns. Knowledge in corporate, partnership and trust is a plus.
• Review financial records such as income statements, documentation of expenditures and previous tax returns to ensure correct tax form completion.
• Identify potential tax credits and liabilities and ensure accurate and complete tax returns are filed in a timely manner. Complete all related tax forms in accordance with policies, and in compliance with legislation and regulations.
• Provide reliable and effective tax advice.
• Ensure the confidentiality of each customer by following all company procedures regarding information handling.

Requirements and expectations:

• Customer Service oriented with impeccable professionalism.
• Knowledge of tax law, precedents, government regulations, and Internal Revenue Service and California rules. Able to conduct tax research.
• 3+ years of experience with tax preparation.
• Strong technical tax preparation and review skills.
• Current PTIN and EA, CTEC, or CPA certification required.
• ATX software preferred; proficient with Microsoft Office Suite; and Adobe.
• Strong organizational skills with attention to detail and accuracy to meet the quality of work standards.
• Able to multi-task and prioritize time-sensitive assignments.
• Adaptable in an environment with deadlines and changing priorities.
• Excellent written and verbal communication skills – professional and positive.
• Able to work required hours to meet filing due dates and customer workload.
• A resourceful style with good instincts and able to work independently and collaborate with team members.

Job Type: Full-time

Pay: $17.00 – $25.00 per hour

Benefits:

• Flexible schedule

Schedule:

• Monday to Friday
• Weekend availability

Ability to commute/relocate:

• Lake Arrowhead, CA: Reliably commute or planning to relocate before starting work (Required)

License/Certification:

• PTIN (Required)
• CTEC (Required)

Work Location: Hybrid remote in Lake Arrowhead, CA