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Tax Preparer
California
Orange County Metro Area
Miscellaneous
Finance
JN -012019-21753

We are looking for junior to mid-level Tax Preparers for the upcoming tax prep season!
3 month contract, start ASAP 

Experienced:

  • Comes with 4+ years’ experience
  • Experienced in individual tax returns, trust/estate returns and exposure to corporate, partnerships and LLC returns
  • Strong working knowledge of 2 or more tax preparation software systems
  • Understand/ previously prepared 1040, 1041 (preferred) 
  • Experience with Schedule K1s a plus
  • Usually comes with an undergraduate degree, licensing and/or certifications
  • Competent, efficient, detail oriented – mistakes are not ok, sensitive data
  • Strong level of oral and written communication skills
  • Knowledgeable of current tax laws

Junior:

  • Comes with 1-3 years’ experience
  • Experienced mainly in Personal Returns
  • Working knowledge of 1-2 tax preparation software systems
  • Understand/ previously prepared 1040, 1041 (preferred)
  • Competent, efficient, detail oriented – mistakes are not ok, sensitive data
  • Effective communication skills

Additional:
This role entails preparing 1040 and 1041 returns. What additional forms may be required experience?
Common supporting forms: Schedules A, B, C, D, E and F and perhaps some others (but those are the main ones).

Experience with preparing complex tax returns
Many levels of complexity - easy, medium or complex returns. Should be capable of complex.

MUST HAVE software:

  • CCH ProSystem fx
  • CCH Axcess Tax
  • GoSystem Tax
  • UltraTax
  • Lacerte
  • Experience in 2 or more preferred. They will need to use SurePrep’s proprietary workpaper software(internal) to organize/prepare workpapers that accompany the tax return and SurePrep will provide training on that software. 
  • If they are confident in their experience and have other tax software experience – SurePrep is willing to train. But we’re looking for candidates assuming they have tax preparation experience and therefore don’t need training in that area.

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