Senior Tax Preparer

About You: A tax professional with 5+ years experience looking for an awesome work environment where your skills and experience is valued and respected.

About Us: Founded in 1989, Smith and Company, CPA’s is more than just an accounting firm – we're a dynamic team, committed to enhancing the wealth and quality of life for our clients. With offices in San Rafael and Petaluma, CA, we pride ourselves on delivering prompt, professional, and top-tier tax services.

Our work environment includes:

Modern office setting with casual vibe

Work-from-home days

Professional growth opportunities

Dog friendly

Benefits

Medical, dental and vision insurance

Company match 401k

4 day work week May - July

Family friendly schedule

Paid holidays

Annual salary review

Responsibilities:

- Prepare and review tax returns for individuals and businesses

- Ensure compliance with tax laws and regulations

- Provide tax planning and consulting services to clients

- Conduct research on tax issues and stay up-to-date on changes in tax laws

- Communicate with clients to gather necessary information and answer any tax-related questions

- Collaborate with team members to meet deadlines and deliver high-quality work

- Utilize accounting software, such as QuickBooks and Lacerte, to accurately input and analyze financial data

Requirements:

- 5+ years as a tax preparer

- Bachelor's degree in accounting or related field

- Previous experience in public accounting

- Strong customer service to effectively communicate with clients

- Proficient in technical accounting principles and practices

- Knowledge of tax laws and regulations, including familiarity with federal, state, and local tax codes

- Ability to analyze financial data and prepare accurate tax returns

- Detail-oriented with excellent organizational skills

- Ability to work independently and as part of a team in a fast-paced environment

This position is based in San Rafael (or Petaluma) and requires 3-4 days per week in office.

Note: This job description is not intended to be all-inclusive. The employee may perform other related duties as negotiated to meet the ongoing needs of the organization.

Job Type: Full-time