- Monday - Friday, anytime between 8am and 6pm, 40 hours a week Pacific time
Responsibilities
- Prepare, review, and file individual, corporate and partnership tax returns, ensuring compliance with local, state, and federal tax laws.
- Prepare and analyze financial statements and reports to for tax collection analysis and to identify tax-saving opportunities and areas of potential tax risk.
- Liaise with tax authorities and represent the company during tax audits.
- Stay updated with the latest tax regulations, rulings, and trends, ensuring the company's tax practices are up-to-date and compliant.
- Ability to adapt and accommodate to established standards and procedures.
- Time management skills.
- Efficient workflow performance.
- Collaborate with the legal and tax teams to gather necessary information for tax filings.
- Provide insights and recommendations to management on tax-related matters.
- Report to Case Manager and/or Attorney.
Requirements
- MUST BE WILLING TO TAKE THE CLIENT'S ASSESSMENT
- 7+ years of U.S. tax preparation experience
- At least 1,000 individual (1040) returns filed
- 400–600 business tax returns prepared
- 200+ R&D filings completed from analysis
- Minimum 3 years’ experience in U.S. tax accounting
- Experience preparing individual, corporate, and partnership returns, including original and amended filings (1120S experience preferred)
- Experience with tax audits (internal and external)
- Knowledge of U.S. Federal and California state tax regulations and compliance requirements
- Experience with research and development credits preferred
- Bachelor’s degree in Accounting, Finance, or a related field
- Professional certification (CPA, ACCA, or similar) preferred
- Enrolled Agent designation preferred but not required
- Proficiency in tax software, specifically TaxAct
- Strong analytical skills and attention to detail
- Excellent English communication skills, both written and verbal (Spanish a plus)
- Ability to maintain confidentiality and exercise sound ethical judgment
- Team-oriented with client-facing experience
- Self-starter with the ability to work independently
- Commitment to continuous learning through training, workshops, and seminars