Tax Preparer- Remote

“Tax Preparer- Remote” Job Summary 

Firm: Selwyn & Associates, Santa Monica, CA

Hiring Manager & Owner: Tiffany Johnson 

*This position is 100% Remote*

*This position is for immediate hire*

Resumes can be submitted to Nadia Mundy-Walker at nadia@cpaselwyn.com

Summary: A virtual-green CPA firm in Santa Monica, CA looking to welcome a tax preparer on our team as we strive to grow our business.  We are a boutique firm in growth mode. This position is 100% remote and the candidate will need to have a quiet, private area to work in her/his home.  This is a great opportunity for career development and advancement in a growing firm. 

Job Responsibilities

• Preparation of Corporate, Partnership, LLC, Trust, and Individual tax returns

• Use UltraTax to prepare/file tax returns, to help verify the accuracy of tax returns, and collaborate with team members and clients as necessary to ensure completeness of tax returns

• Preparing Tax Plans for clients using Planner CS and Excel 

• Familiarity with accounting and bookkeeping procedures

• UltraTax, TaxDome and possible QuickBooks/QB Online experience a major plus

• Check relevant tax law using the firm’s online research tools to ensure proper compliance

• Ability to work independently and work on a tax return from start to finish (from data entry to review checklist) 

• Strong attention to detail – must be able to analyze what will be needed for a tax return and get familiar with company processes in obtaining information needed for tax returns 

• Excellent communication skills – ease of communication with team members within the firm, as well as clients via emails and/or calls. Ability to assess workload capacity threshold and clearly communicate any needs for support, clarification and guidance 

• Great organizational skills – including ability to multi-task and handle multiple tax returns throughout the season within a growing firm, time management and strategic, creative thinking 

• Excellent customer service skills – including, but not limited to flexibility, patience and the ability to be on camera via Zoom for client meetings and staff meetings, where we encourage a positive and collaborative team dynamic

• Ability to meet deadlines under pressure 

• Tax Preparation Certification, Enrolled Agent or CPA license required

• Use cloud-based software to communicate with team members and track the progress of open jobs (Outlook/365, Slack, Zoom, TaxDome, Trello, Google Drive for internal document organization)

Pay & Benefits

Paid Training (to be discussed during interview process)

$50,000-$72,000 (depending on experience)

90-day trial period 

Availability on Saturdays during tax season will be required

Discretionary Bonuses 

Medical & Dental Benefits 

401(K) Match 

One Business Professional Headshot included

Job Skills & Qualifications

Required:

• Bachelor’s degree or higher 

• 2-5 years of experience with tax software, UltraTax experience preferred 

• Two years (minimum) of experience preparing 1040, 1120 and 1065 tax returns

• CTEC license, EA or CPA required 

• Must ensure confidentiality

• Must sign an NDA and non-compete agreements

• Reliable Internet & phone 

Preferred:

• CPA or EA or working towards 

• Bachelor’s in business administration, finance, accounting or a related field

• Experience with UltraTax tax software 

• Experience with TaxDome