
Tax Preparer
Tax Alchemy
full-time
Posted on:
Location Type: Remote
Location: California • United States
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Salary
💰 $80,000 - $100,000 per year
About the role
- Prepare and manage federal, state, and local tax returns for a diverse client portfolio, with primary emphasis on Partnerships (Form 1065), S-Corporations (Form 1120-S), C-Corporations (Form 1120), and complex individual (Form 1040) returns, various schedules, and workpapers
- Perform review of less complex business and individual returns prepared by offshore teams, ensuring technical accuracy, consistency, and compliance
- Conduct detailed tax research on complex technical issues
- Prepare responses to notices from federal and state taxing authorities and assist with tax audit support
- Own client engagements from document collection to final filing, managing deadlines and coordinating with internal teams for project support
- Provide guidance and technical support to other team members
- Maintain professional client relationships, gather necessary data efficiently, and clearly communicate tax implications and filing status
- Contribute to company Knowledge Base for client FAQS and company Best Practices
Requirements
- 3-6 years of experience in tax preparation, with increasing responsibility and complexity
- Bachelor’s degree in Accounting, Finance, Taxation, or a related field; Master’s degree in Taxation is a plus
- Advanced qualification (e.g. CAP, EA) in progress is required, completion is preferred
- Familiarity with efficiency, workflow, communication, and tax preparation software (G-Suite, CRM platforms, UltraTax, etc.)
- Knowledge of corporate and personal tax planning strategies
- Additional experience in accounting, finance advisory, and/or consulting services
Benefits
- Remote work
- Medical, dental, vision, life, and voluntary life insurance
- 401(k) with company match
- Paid vacation and sick days
- Paid holidays
- Continuing education
- Teambuilding events
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
tax preparationtax researchcompliancetax audit supportdocument collectionclient engagementtax planning strategies
Soft Skills
communicationclient relationship managementguidanceteam supportdeadline management
Certifications
Bachelor’s degree in AccountingBachelor’s degree in FinanceBachelor’s degree in TaxationMaster’s degree in TaxationCAPEA