Skip to Main Content
← Back to Jobs

Tax Preparer

MIDLAND FINANCIAL SERVICES San Jose, CA
  • Expired: over a month ago. Applications are no longer accepted.

CALIFORNIA & FEDERAL LICENSED TAX PREPARER. EXPERIENCED REQUIRED. LOOKING FOR PERSON WHO

IS WANTING TO GROW THIS COMPANY. MAYBE BRING THEIR CURRENT CLIENTS. WILL WORK WITH EACH PERSON

CASE BY CASE. I AM ALSO A LICENSED REAL ESTATE BROKER AND R.E. LOAN OFFICER.

Tax Preparer Job Summary

We are looking for a detail-oriented Tax Preparer to join our company. You will work with clients to gather all necessary documents, complete income tax documents, file returns, and check financial statements for errors. Our ideal candidate is a Certified Public Accountant (CPA), but we will also consider applicants with bookkeeping experience if you are familiar with Generally Accepted Accounting Principles (GAAP). You must have a valid Preparer Tax Identification Number (PTIN) to apply for this role.

Tax Preparer Duties and Responsibilities

  • Prepare and file tax documents, such as income tax returns
  • Check documents for errors
  • Meet with clients
  • Provide support to clients in the case of an IRS audit
  • Perform other clerical duties as necessary

Tax Preparer Requirements and Qualifications

  • High school diploma or GED certificate; bachelor’s degree in finance or accounting is preferred
  • Valid Preparer Tax Identification Number (PTIN)
  • Certified Public Accountant license (preferred)
  • Bookkeeping experience
  • Familiarity with Quickbooks software and Generally Accepted Accounting Principles (GAAP)
  • Bilingual communication skills a plus

MIDLAND FINANCIAL SERVICES

Why Work Here?

LOT OF ROOM FOR GROWTH!! OPPORTUNITY FOR PARTNERSHIP . THIS POSITION IS JAN-APRIL30 20

Address

615 S. MAIN STREET, MILPITAS, CA 95035
San Jose, CA
USA