Seasonal Tax Preparer Job at Kaizen CPAs + Advisors in Antioch

Company Description

Since 1964, Kaizen CPAs + Advisors has been helping businesses maximize their profit potential. As a second-generation, family-owned business we know firsthand what it takes to provide and incorporate forward-thinking advice, preparation, and planning to achieve and exceed business growth goals.

Job Description

Are you passionate about building relationships, working with numbers, and navigating the ever-changing tax code? If so, keep reading! Join our tax team as a seasonal tax preparer and sharpen your skills while staying connected to the industry year-round. This role offers flexibility, with work during peak seasons and the potential to become a recurring seasonal team member annually.

As a tax preparer, you will primarily review tax returns based on your experience and may provide other basic accounting services, depending on your background. If you're looking for valuable experience during our peak season, along with opportunities for ongoing tax education throughout the year, we invite you to join the Kaizen Tax Team.

A successful Tax Preparer will:

• Prepare individual federal and state income tax returns
• Verify past tax forms for accuracy
• Calculate and invoice form preparation fees per firm policy as returns are prepared
• Frequently interface with client personnel to review and apply accounting and tax principles
• Contact clients by phone or email to gather necessary information
• Review files to ensure that they possess the necessary signatures, contain the necessary supporting documentation, and comply with filing due dates
• Obtain proper filing extensions when necessary
• Perform detailed review on tax returns, research, and compliance work with an emphasis on calculations, accounting theory, and tax law compliance, depending on experience
• Perform all work in compliance with the firm's policies and procedures
• Maintain the highest level of confidentiality, personal and ethical standards
• Maintain technical tax skills through on the job training and participation in internal tax training sessions
• Other duties may be assigned

Qualifications

• 2 or 4-year accounting degree or equivalent experience preferred but not required
• 1-2 plus years of tax return review experience preferred but not required
• CPA, JD, or EA license preferred but not required
• Prior experience with a public accounting and/or professional services firm preferred
• Strong analytical skills to enable effective decision-making
• Solid written and oral communication skills
• Must have, or be able to obtain, a PTIN and continuing tax education

Additional Information

Kaizen CPAs + Advisors 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.