Tax Preparer

Job Description

Job Description

About the Role:

Cathleen M Petersen, E.A. is looking for a detail-oriented Tax Preparer to join our team in Saratoga, CA! This is a fantastic opportunity to work alongside an Enrolled Agent in a professional, client-focused tax practice where your expertise truly makes a difference for individuals and businesses alike. This position is available now through the April 2027 deadline with the potential for a long-term commitment.

Responsibilities:

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• Prepare accurate federal and state income tax returns for individuals, businesses and trusts
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• Experience with resolving IRS/various state tax notices
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• Gather, review, and organize client financial documents and tax records
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• Identify applicable deductions, credits, and tax strategies to optimize client outcomes
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• Communicate with clients to clarify information and explain tax-related questions
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• Maintain up-to-date knowledge of current tax laws, codes, and regulations
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• Ensure compliance with IRS guidelines and filing deadlines
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• Maintain confidentiality and accuracy of all client data and records
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Requirements:

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• Minimum of 5+ years of prior experience in complex tax preparation
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• Familiarity with federal and California state tax laws and filing requirements
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• Proficiency with tax preparation software (CCH Axcess a plus)
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• Strong attention to detail and commitment to accuracy
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• Excellent communication and client service skills
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• EA, CPA, or progress toward certification is a plus
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About Us:

Cathleen M Petersen, E.A. is a trusted tax and financial services practice based in Saratoga, CA, dedicated to providing personalized, expert-level tax guidance to our valued clients. As an Enrolled Agent-led firm, we pride ourselves on deep tax knowledge, integrity, and a client-first approach that keeps our clients coming back year after year. Our team enjoys a collaborative, professional environment where expertise is valued and growth is encouraged.