Job Description

Job Description

Job Description

Tax Preparer

Location: Concord , CA

Salary Range: $80-105k

Full Time, Remote/Hybrid

Direct Hire

We are seeking an experienced Tax Preparer to join a stable, full-service tax firm committed to providing personalized solutions for every client’s needs. As a Tax Preparer, you will be responsible for preparing and filing a wide range of tax documents while offering top-tier service to our diverse clientele.

We are looking for a detail-oriented, self-driven professional who enjoys working independently and excels at managing complex tax filings. If you’re passionate about delivering accurate results and helping clients navigate their tax obligations, we want to hear from you! Apply now or call Aileen at (888) 303-5627 to discuss this opportunity.

Key Responsibilities:

• Tax Preparation & Filing: Prepare and file federal, state, and local tax documents, including individual and business returns, extensions, and quarterly payments.
• Client 8000 Support: Communicate directly with clients to resolve outstanding financial issues and provide ongoing bookkeeping services.
• General Ledger & Reconciliation: Review general ledger accounts, perform bank reconciliations, and ensure records are up-to-date for tax filings.
• Payroll & 1099 Preparation: Oversee payroll setup through third-party platforms and facilitate 1099 form preparation, including TIN matching and reviewing team submissions.
• Tax Extensions: Prepare tax extensions as needed, assess client financials to determine liabilities, and communicate payment obligations before deadlines.
• Special Projects: Analyze financial data for special projects and support the tax team with year-end activities.
• Compliance & Documentation: Ensure compliance with federal, state, and local tax requirements while maintaining accurate and timely business documentation.

Key Qualifications:

• Certified Public Accountant (CPA) License required.
• 5+ years of experience in preparing individual and business tax forms.
• Strong knowledge of U.S. federal, state, and local reporting requirements for individual and business tax filings.
• Proficiency in MS Office and Excel; experience with Lacerte, UltraTax, or Drake Software is a plus.
• Bachelor’s Degree in Accounting or Finance required.
• Ability to thrive in an independent work environment.

Benefits:

• Comprehensive Health, Dental, and Vision Insurance to support your well-being.
• 401(k) with Company Match to help secure your financial future.
• Generous paid time off to relax and recharge.
• Continuing education and training opportunities to foster your professional growth.

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Dynamic provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

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