The Agency Recruiting
Position Title
: Tax Preparer Location
: Westlake Village (hybrid) Employment Type
: Full-Time Experience Level
: 2+ Years
Job Summary
: The Tax Preparer will be responsible for preparing accurate and timely federal, state, and local tax returns for individuals, businesses, and entities, with a focus on HNWIs and real estate clients, while also managing a generalist client book. This role requires strong technical tax knowledge, attention to detail, and the ability to work independently in a fully remote environment.
Key Responsibilities
:
Prepare and review federal, state, and local tax returns for individuals, partnerships, corporations, and trusts, ensuring compliance with IRS and state regulations.
Handle tax returns for HNWIs, including complex income sources (e.g., investments, trusts, and estates) and real estate-related returns (e.g., rental properties, 1031 exchanges, and depreciation schedules).
Manage a generalist client book, addressing diverse tax needs across industries.
Conduct research on tax laws and regulations to ensure accurate application to client situations, particularly for HNWIs and real estate transactions.
Identify tax-saving opportunities and provide basic tax planning advice to clients.
Communicate with clients via email, phone, or video conferencing to gather information, clarify details, and deliver completed returns.
Maintain organized client records and documentation using tax software and cloud-based systems.
Collaborate with team members remotely to ensure deadlines are met, especially during peak tax season (January–April).
Stay updated on changes to tax laws, particularly those affecting HNWIs, real estate, and small businesses.
Assist with resolving tax notices or inquiries from the IRS or state authorities as needed.
Qualifications
:
Minimum of 2 years of professional tax preparation experience in a CPA firm, tax firm, or similar setting.
Proven ability to prepare individual and business tax returns (e.g., Forms 1040, 1065, 1120, 1120S) with accuracy and efficiency.
Experience with HNWI clients and real estate tax issues, including rental income, capital gains, and passive activity losses.
Proficiency with tax preparation software (e.g., Intuit ProSeries, Drake, CCH Axcess, or UltraTax) and Microsoft Office Suite.
Strong understanding of federal and state tax codes, with the ability to research complex tax issues.
Excellent communication skills for client interactions and remote collaboration.
Detail-oriented with strong organizational and time-management skills to meet deadlines in a remote setting.
Ability to work independently and manage multiple client projects simultaneously.
Bachelor’s degree in Accounting, Finance, or a related field preferred (or equivalent experience).
Enrolled Agent (EA), Certified Public Accountant (CPA), or progress toward certification is a plus but not required.
Preferred Skills
:
Familiarity with tax planning strategies for HNWIs and real estate investors.
Experience with generalist client portfolios across various industries.
Knowledge of QuickBooks or other accounting software for client data integration.
Prior experience working remotely, with a track record of self-discipline and productivity.
Work Environment
:
In-office/Hybrid position with flexible hours, though availability during tax season (January–April) is critical.
Compensation
:
Competitive salary based on experience, ranging from $70,000–$90,000 annually.
401k 4% match, health, dental, vision insurance.
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: Tax Preparer Location
: Westlake Village (hybrid) Employment Type
: Full-Time Experience Level
: 2+ Years
Job Summary
: The Tax Preparer will be responsible for preparing accurate and timely federal, state, and local tax returns for individuals, businesses, and entities, with a focus on HNWIs and real estate clients, while also managing a generalist client book. This role requires strong technical tax knowledge, attention to detail, and the ability to work independently in a fully remote environment.
Key Responsibilities
:
Prepare and review federal, state, and local tax returns for individuals, partnerships, corporations, and trusts, ensuring compliance with IRS and state regulations.
Handle tax returns for HNWIs, including complex income sources (e.g., investments, trusts, and estates) and real estate-related returns (e.g., rental properties, 1031 exchanges, and depreciation schedules).
Manage a generalist client book, addressing diverse tax needs across industries.
Conduct research on tax laws and regulations to ensure accurate application to client situations, particularly for HNWIs and real estate transactions.
Identify tax-saving opportunities and provide basic tax planning advice to clients.
Communicate with clients via email, phone, or video conferencing to gather information, clarify details, and deliver completed returns.
Maintain organized client records and documentation using tax software and cloud-based systems.
Collaborate with team members remotely to ensure deadlines are met, especially during peak tax season (January–April).
Stay updated on changes to tax laws, particularly those affecting HNWIs, real estate, and small businesses.
Assist with resolving tax notices or inquiries from the IRS or state authorities as needed.
Qualifications
:
Minimum of 2 years of professional tax preparation experience in a CPA firm, tax firm, or similar setting.
Proven ability to prepare individual and business tax returns (e.g., Forms 1040, 1065, 1120, 1120S) with accuracy and efficiency.
Experience with HNWI clients and real estate tax issues, including rental income, capital gains, and passive activity losses.
Proficiency with tax preparation software (e.g., Intuit ProSeries, Drake, CCH Axcess, or UltraTax) and Microsoft Office Suite.
Strong understanding of federal and state tax codes, with the ability to research complex tax issues.
Excellent communication skills for client interactions and remote collaboration.
Detail-oriented with strong organizational and time-management skills to meet deadlines in a remote setting.
Ability to work independently and manage multiple client projects simultaneously.
Bachelor’s degree in Accounting, Finance, or a related field preferred (or equivalent experience).
Enrolled Agent (EA), Certified Public Accountant (CPA), or progress toward certification is a plus but not required.
Preferred Skills
:
Familiarity with tax planning strategies for HNWIs and real estate investors.
Experience with generalist client portfolios across various industries.
Knowledge of QuickBooks or other accounting software for client data integration.
Prior experience working remotely, with a track record of self-discipline and productivity.
Work Environment
:
In-office/Hybrid position with flexible hours, though availability during tax season (January–April) is critical.
Compensation
:
Competitive salary based on experience, ranging from $70,000–$90,000 annually.
401k 4% match, health, dental, vision insurance.
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