Located on the beautiful Central Coast of California, we are a medium sized firm specializing in tax, bookkeeping, and payroll. We are seeking a tax accountant with 5+ years of experience preparing a large volume of individual, corporate, partnership, non-profit and trust income tax returns.

We’re not your typical stuffy accounting office, we pride ourselves in being approachable and having a great team with a lot of personality. We’re great at what we do and we enjoy doing it.

Responsibilities:

• Prepare tax returns for individuals, corporations, partnerships, trusts and non-profits
• Review tax returns prepared by staff/accountants
• Prepare amended returns, if needed
• Assist in tax planning and projections
• Interact with clients in person, virtually, by phone and email
• Engage tax authorities on behalf of clients, if needed
• Review client’s financial statements and process year-end adjusting entries in preparation of processing the income tax return
• Perform tax research on behalf of clients (as needed)
• Answer staff’s questions and be able to provide constructive feedback
• Perform new client meetings in-person, virtually, by phone or by email
• Bookkeeping experience is a plus

Job Type:

• Flexible work schedules and remote work is available; There will be a requirement to work at the office periodically, especially during tax season

Benefits:

• Health Insurance after 30 days of employment
• Simple IRA after 2 years of employment
• Licensure paid for by the company
• Continuing education paid for by the company
• Educational stipend for advanced degrees and other applicable professional licenses
• Paid vacation, holiday and sick leave

Qualifications:

• EA or CPA license required
• 5+ years of tax preparation experience at a public accounting firm
• UltraTax proficiency is preferred
• Knowledge of Thomson Reuters CheckPoint a plus
• Be able to balance and prioritize projects at once to meet deadlines
• Be able to articulate tax law to clients
• Have fun and be an important part of our team!

If you are interested in this position, please upload your resume, a brief description about yourself and what you like to do with your free time, along with any salary requirements. We look forward to meeting you!

Job Type: Full-time

Pay: $65,000.00 - $85,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off
• Professional development assistance
• Work from home

Physical setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• San Luis Obispo, CA 93401: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Tax: 3 years (Required)

License/Certification:

• CPA or EA License (Preferred)

Work Location: Hybrid remote in San Luis Obispo, CA 93401

ctvbba.org is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, ctvbba.org provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, ctvbba.org is the ideal place to find your next job.