ZipRecruiter

Log In

1

Associate Sureprep Jobs in California (NOW HIRING)

Myers and Stauffer

Tax Senior Associate

San Francisco, CA · Hybrid

$96K - $119K/yr

Axcess Tax, Engagement, SurePrep, etc.) * Participates in planning and execution of client engagement in collaboration with the Manager and/or Partner on the job * Identifies opportunities to ...

CBIZ

Tax Senior Associate

San Francisco, CA · Hybrid

$96K - $119K/yr

Axcess Tax, Engagement, SurePrep, etc.) * Participates in planning and execution of client engagement in collaboration with the Manager and/or Partner on the job * Identifies opportunities to ...

CBIZ, Inc.

Tax Senior Associate

San Francisco, CA · On-site

$96K - $119K/yr

Axcess Tax, Engagement, SurePrep, etc.) * Participates in planning and execution of client engagement in collaboration with the Manager and/or Partner on the job * Identifies opportunities to ...

BDO

Tax Manager, Private Client Services

San Diego, CA · On-site

Supervises associates and senior associates on all projects * Reviews work prepared by associates ... Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep ...

WithumSmith+Brown

IT Service Analyst II

Los Angeles, CA · On-site

$65K - $70K/yr

... and SurePrep (desired) * Experience supporting end-users in a Microsoft environment * Strong ... Associates degree in an IT related field or combination of education and technical training ...

next page

Showing results 1-20

All JobsAssociate Sureprep JobsAssociate Sureprep Jobs in California

Associate Sureprep information

What are the typical responsibilities of an Associate Sureprep in a tax preparation firm?

As an Associate Sureprep, your primary responsibilities revolve around organizing, scanning, and preparing client tax documents for efficient processing by senior tax professionals. You'll review financial statements, ensure data accuracy, and use specialized software to digitize and categorize documents according to firm protocols. Collaboration with tax preparers and accountants is common, especially when clarifying documentation or resolving discrepancies. This role provides a strong foundation in tax compliance processes and offers opportunities to learn advanced tax preparation skills over time.

What are the key skills and qualifications needed to thrive as an Associate Sureprep, and why are they important?

To excel as an Associate Sureprep, you typically need a background in accounting, attention to detail, and strong organizational skills, often supported by a relevant degree or coursework. Familiarity with tax preparation software such as SurePrep 1040SCAN, document management systems, and proficiency in Microsoft Excel are commonly required. Effective communication, reliability, and the ability to manage deadlines are essential soft skills for collaborating with team members and handling confidential information. These competencies are vital to ensure accurate, efficient tax document processing and high-quality client service during peak tax seasons.

What is the difference between Associate Sureprep vs Tax Preparer?

AspectAssociate SureprepTax Preparer
Required CredentialsHigh school diploma or equivalent; certification in tax software often preferredHigh school diploma or equivalent; often requires IRS PTIN registration
Work EnvironmentTypically in tax preparation firms, accounting departments, or remote settingsIn tax offices, accounting firms, or freelance settings
Employer & Industry UsageUsed by tax firms, accounting companies, and financial servicesUsed by tax preparation services, accounting firms, and independent preparers

The Associate Sureprep role primarily involves using tax software to prepare and review tax documents, often under supervision. A Tax Preparer may perform similar tasks but can also handle more direct client interactions and complex filings. While both roles require basic tax knowledge, Associate Sureprep positions focus more on software proficiency, whereas Tax Preparer roles may demand broader tax knowledge and client communication skills.

What is an Associate Sureprep?

An Associate Sureprep is a professional who assists in the preparation and review of tax documents, primarily using SurePrep software, which streamlines and automates the tax preparation process. They typically work in accounting firms or tax departments, supporting senior accountants or tax preparers by organizing, entering, and verifying client financial information. Their responsibilities may include gathering necessary documentation, ensuring accuracy, and helping maintain compliance with tax laws. This role is ideal for individuals interested in developing their accounting skills and gaining experience in tax preparation.
What are the most commonly searched types of Sureprep jobs in California? The most popular types of Sureprep jobs in California are:
Associate Sureprep jobs near you
Tax Senior Associate

Tax Senior Associate

Myers and Stauffer

San Francisco, CA • Hybrid

$96K - $119K/yr

Other

Posted 14 days ago

Job description

#LI-JF1 #LI-Hybrid

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

Minimum Qualifications

  • Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field preferred
  • 2 years of experience in public accounting or related field
  • CPA candidates preferred
  • Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Proficient use of applicable technology
  • Must be able to travel based on client and business needs

Essential Functions and Primary Duties

  • Contains advanced technical knowledge of accounting standards and reporting standards in researching, completing and reviewing technical areas.
  • Addresses questions on technical accounting matters from team members and upper level client management
  • Has intermediate to advanced level tax preparation skills
  • Performs a detailed review of team's workflow and monitors tasks to ensure they are assigned and completed on a timely basis
  • Manages multiple assignments inside an engagement
  • Communicates with Partner, Manager and/or Supervising Senior on work status and client issues that arise
  • Has advanced knowledge of applicable accounting software (e.g. Axcess Tax, Engagement, SurePrep, etc.)
  • Participates in planning and execution of client engagement in collaboration with the Manager and/or Partner on the job
  • Identifies opportunities to leverage staff including designing staffing structure of engagement
  • Leads small to medium sized assignments with finalized document and report requiring minimal change upon review
  • Trains, supervises and mentors lower level staff
  • Takes a lead role in client and team meetings and contributes new ideas and strategic initiatives 

Preferred Qualifications

  • Master's degree in Accounting, Taxation or related field 
  • Bachelor's degree with a preferred field of study in Accounting 
  • CPA eligible
  • 3+ years' or relevant work and industry experience
  • Excellent verbal and written communication skills
  • Strong interpersonal skills
  • Ability to work independently, but also work well with others 
  • CPA license or on track to obtain 
  • Software Experience - CCH Axcess Tax, Microsoft Office 365

Apply