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Tax Preparer CPA Required

InfoSpeed Services
Anaheim, CA
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

Job Title: Tax Preparer CPA  Required

Location: Anaheim, CA

Annual salary: 85K to $125K

Pay and Benefits:

  • This will be a full-time salary position with a base pay and bonus structure
  • All the normal benefits (401k plan, Medical, Dental, Vision, Life Insurance)
  • Paid Professional Dues
  • Paid Continuing Education and Designations
  • Company Paid Events (will you take the bowling trophy this year?)
  • Annual Spa Weekend family event

Our client aims to be the best employer you have ever had; we consider it our goal to be the last employer you will ever have because you are delighted to stay for years until you want to retire. They have taken a wholistic approach to serving their clients with incredible financial planning for more than 25 years and our growth to a firm with over $1 Billion in assets under management shows the results while incorporating a 3-in-1 strategy to ensure that clients are getting the best and most comprehensive service offered by having an in-house tax preparation team and partnering with an estate planning firm also in our main office (wealth, tax, estate).

Job Description:
• Tax preparer will be responsible for overseeing and preparing Tax Returns primarily for Individuals, but also for some small businesses (C-Corp, S-Corp, LLC), and additional less-common return types (Schedule E, Trusts, K-1s, Like-Kind Exchanges, etc.)
• The wealth and tax teams work closely together, so one or more financial planners will be your best friends in the tax projection and recommendation season.

What to Expect:

  • Tax Preparation Season (as is standard, during tax-season hours will be longer)
  • Slower months are May-August
  • Sept-Oct. Filing for clients with tax extensions
  • Oct. 15th through end of year, tax projections for wealth management clients


Other Possible Duties:

  • Bookkeeper for business clients (QuickBooks Online)
  • Bookkeeping client support and advice
  • Bank and Credit Card Reconciliations
  • Monthly, Quarterly, and Annual returns and filings
  • Sales Tax & Payroll Tax Returns
  • Client 1099 Preparation

Qualifications:
• CPA with 5 years of tax preparation experience
• Experience with Trust, Estate, and Business Tax Returns
• Well-versed in Income Tax Laws and Opportunities
• Proactive with training and education (you always want to know more)
• A trustworthy and fun-loving personality
• An overwhelming desire to help people with their long term financial goals
• A willingness to work as a team as hard as you work for your clients
• The need to always do the right thing for the client
• Bonus points for an MBA or MS in Taxation

 

Company Description
InfoSpeed Services Inc is a global staffing service provider focused on providing innovative, rapidly deployed Business Intelligence Analytics and staffing services for small, mid-sized and large companies since 2007.

InfoSpeed Services Inc talent management expertise provides the most efficient resources to our clients in North America.

The company primary goal is to ensure that we hire, develop, and retain the best professionals to achieve our customer’s goals faster, better, and cost-efficiently.

Our mission is to offer the finest professional expertise available to our clients in most expedient fashion at the most cost-effective rates. We are committed to providing our clients with top quality personnel and outstanding customer service. The client’s complete satisfaction is our way of measuring success.

InfoSpeed Services

Why Work Here?
We offer great benefits, incentives and perks. A great construction company that has been in business for several years.

InfoSpeed Services Inc is a global staffing service provider focused on providing innovative, rapidly deployed Business Intelligence Analytics and staffing services for small, mid-sized and large companies since 2007. InfoSpeed Services Inc talent management expertise provides the most efficient resources to our clients in North America. The company primary goal is to ensure that we hire, develop, and retain the best professionals to achieve our customer’s goals faster, better, and cost-efficiently. Our mission is to offer the finest professional expertise available to our clients in most expedient fashion at the most cost-effective rates. We are committed to providing our clients with top quality personnel and outstanding customer service. The client’s complete satisfaction is our way of measuring success.

Address

Anaheim, CA
USA

Industry

Finance and Insurance

View all jobs at InfoSpeed Services