Louis Tommasino CPA & Associates is seeking a staff accountant and tax preparer for our San Diego (University City) office. The position is full-time (40 hours) and 50 hours during peak seasons. The salary is from $75 base salary up to $100,000 based upon billings and experience.
In order to make an application, simply read through the following job description and make sure to attach relevant documents.
What's in it for you
- Benefit package
- Productivity and lead-generation bonuses
- Ability to grow with a unique and dynamic company
Desired Skills and Experience
- 4+ years tax preparation experience using Lacerte
- CPA, Enrolled agent (EA), registration minimum requirement
- Experience with individual, corporate, partnership, and trust/estate tax returns.
- Ability to discuss tax planning and tax minimization strategies with client developing into a trusted advisor role.
- Ability to review financial statements with client advisory and knowledge of the Quickbooks accounting software
- Ability to organize and prioritize client projects
- Ability to work independently and as part of a client-service team
Job Duties
- Interview clients to gather the financial information and documentation needed to prepare accurate tax returns.
- Prepare individual, corporate, and partnership income tax returns in accordance with applicable tax laws and firm procedures.
- Enter and review tax information, verify trial balances, and prepare supporting workpapers.
- Compare current-year tax returns with prior-year returns to identify discrepancies, unusual items, and potential errors.
- Prepare draft tax returns, reconcile information against original documentation, and submit completed returns to the Tax Manager for review.
- Prepare and distribute tax organizers, communicate with clients regarding missing information or unusual tax matters, and monitor the status of client engagements.
- Research tax issues using professional tax resources and assist in resolving questions or notices received from federal, state, and local tax authorities.
- Identify potential tax-planning opportunities and refer appropriate matters to senior tax professionals and the high-net-worth client team.
- Print, assemble, and organize tax returns and maintain accurate records of client documents, correspondence, and filings.
- Prepare weekly client status updates, work plans, and individual performance reports.
- Develop and maintain spreadsheets for tax preparation, accounting analysis, and special projects.
- Maintain and update internal tax manuals, procedures, and documentation as needed.
- Assist in supervising and training junior tax preparers, bookkeepers, and data-entry personnel working on assigned client engagements.
- Coordinate with team members to manage workloads, meet deadlines, and ensure timely completion of tax engagements.
- Perform other related duties as assigned by firm management.
About Louis Tommasino CPA & Associates
Serving the San Diego and Arizona communities since 1996, Louis Tommasino CPA & Associates is a full-service accounting firm committed to helping our clients define and achieve success while reducing the financial stress in their lives. We feature a unique and proprietary ERAP process to help our clients manage enterprise risk. Our firm focuses on the healthcare, restaurant, manufacturing, entertainment, and real estate industries. Our employee mission is to create a relaxed, learning, and professional environment for our employees to thrive.
If you are a proactive person with a strong customer service focus, take pride and ownership in your contribution, have excellent attention to detail, work effectively in a team atmosphere, and want to be part of a stable and growing organization, please submit resume to Moana Bishop , office manager. xhqgsiq
Discover the Louis Tommasino CPA & Associates difference!
Louis Tommasino CPA & Associates
6310 Greenwich Drive, Suite 200, San Diego, CA. 92122
Tax Preparer in san diego at Unknown Company
This position is listed as full time and onsite.