Tax Professional jobs at Goodwill Southern California

The mission of Goodwill Industries Southern Rivers is Developing People, Changing Lives, and Building Communities. At Goodwill we aspire to bring refunds back to taxpayers and the community by mentoring, inspiring, and leading, with the purpose of financial wellness education and free tax preparation through the VITA (Volunteer Income Tax Assistance) Program. Description: As a Seasonal Tax Professional, you'll serve clients with diverse tax needs with the support of an expert team dedicated to providing you with the advanced tax training you'll need to be successful. Your day-to-day responsibilities include: * Complete and successfully certify in tax law training, including the use of electronic filing software, to provide free tax return preparation for eligible taxpayers. * Prepare tax returns after being cleared by intake & Interview station * Review tax returns completed by fellow seasonal tax professionals and volunteer tax preparers, ensuring that every taxpayer receives top quality service and that the tax returns are error-free. * Assist volunteers and clients with questions accurately and in a timely fashion. * Assist Site Coordinator with prompt transmittal of tax returns in accordance with IRS guidelines and Goodwill best practices. * Assist Site Coordinator with timely resolution of rejected tax returns by contacting client by phone, meeting with them when they return, explaining the reason for the rejection, and patiently working with them to resolve and resubmit the return. * Inform clients about additional financial services offered by Goodwill and in the community. * Perform other duties as assigned or requested by immediate supervisor or GoodwillSR leadership. Operating Hours and Days This is a seasonal position based upon business needs and availability. Occasional evening and weekend work may be required as job duties demand. Our hours of operation are as followed: * Monday: 9am - 5pm * Tuesday: 9am - 5pm * Wednesday: 9am - 5pm * Thursday: 9am - 5pm * Friday: 9am - 3pm Requirements: * Ability to work 30 hours weekly throughout the tax season. * Experience working in a fast-paced environment. * Ability to pass a background and drug screen. * Successfully complete and pass the IRS Certification listed below * Volunteer Standards of Conduct * Intake/Interview & Quality Review * Advance * Military Knowledge, Skills & Ability * Ability to work with people with disabilities and be understanding * Ability to make reasonable accommodations for individuals with disabilities within supervised positions * High level of enthusiasm, motivation, persistence and a positive attitude * Possess and display excellent analytical, critical thinking, organizational, verbal and written communication skills with a diverse audience * Ability to use a computer * Proficient in Microsoft Office: Word, Excel, PowerPoint and Outlook. * Ability to maintain confidentiality * Ability to act and make decisions that align with the organization's values of - Honesty, Integrity, Respect, Excellence, and Service * Must successfully pass a pre-employment drug screen and a federal background check. * Must be able to attain VITA Tax Law Certification(s)

About the Role We're looking for a skilled Senior Accountant to join our accounting team. The Senior Accountant is reliable and deadline-oriented, with strong analytical and problem-solving skills and attention to detail. The individual should be organized, able to manage and prioritize multiple tasks simultaneously, meet deadlines, and follow up to ensure completion. The position requires excellent interpersonal communication and the ability to collaborate in a diverse environment. The Senior Accountant shows initiative and the capacity to apply knowledge to deal with accounting issues. This role is an excellent opportunity to learn the full accounting cycle for a robust nonprofit business. Major Duties and Responsibilities · Manage daily cash receipts. · Create and post journal entries. · Import payroll entries and process allocations. · Track and analyze restricted grants and contributions activity. · Perform balance sheet reconciliations and analysis. · Support budget and forecasting activities. · Support audit activities and preparation of audited financials. · Support tax return preparation and other compliance tasks. · Assist with asset management, reporting, and documentation. · Contribute to process improvements and maintain accounting procedures. · Ad Hoc reports and analysis. · Perform other job duties as assigned. Qualifications · Bachelor's degree in accounting. · CPA or CPA-eligible preferred. · 3-5 years of accounting experience (nonprofit experience a plus). · Strong knowledge of GAAP. · Proficiency with accounting software (Sage Intacct a plus) and strong Excel skills. · Highly organized with great attention to detail and communication skills. · Ability to prioritize, multi-task, and manage time efficiently. This position is not open to third-party recruiting agencies. Unsolicited resumes from recruiters will not be accepted or considered

The Atlanta office is looking for a Tax Intern to serve our clients' tax and family office service needs in a timely and accurate manner. RESPONSIBILITIES: - Complete work papers, tax projections, and tax returns for partnerships, trusts, individuals, and private foundations. - Conduct tax research to provide insight to specific client situations. - Prepare deliverables for quarterly client meetings for Tax, Philanthropy, Insurance, and Accounting service areas. - Participate in weekly scheduling meetings. - Present periodically on a tax technical topic from a selection of current topics. - Manage multiple assignments and communicate project statuses with team. - Other family office duties as assigned or needed. REQUIREMENTS: Pathstone is seeking candidates for Summer, Spring, and Fall internships that are working toward a bachelor's degree or recently graduated. Pathstone is committed to creating a diverse environment and is proud to be an equal opportunity employer.

At Pivotal, we are revolutionizing the traditional CPA firm model. Unburdened by convention, we are growing a firm dedicated to meeting the distinctive needs of small and medium-sized businesses and their owners. Headquartered in Auburn, AL, and extending our services to clients nationwide, we specialize in providing advisory, accounting, and tax solutions on a fractional basis. Our foundation rests on a few fundamental principles: assemble a team of passionate and skilled accounting, finance, and tax professionals, empower them to address our clients' challenges comprehensively, leverage technology to enhance client experiences and streamline processes, and, most importantly, engage with our clients on their terms. This unique blend of talent, experience, and adaptability positions us as a pivotal member of each client's team. At Pivotal, we go beyond the norm to deliver exceptional service and contribute meaningfully to the success of every business we serve. Job Description As a Tax Accountant you will be responsible for preparing a variety of tax returns, including individual, partnership, S-corp, and C-corp, as well as supporting clients with tax planning, research, and compliance. This is a hands-on position ideal for someone who enjoys problem solving, working directly with clients, and contributing to a collaborative team environment. Whether you're an experienced tax professional or a few years out of school, eager to grow your career in public accounting, we offer the opportunity to develop your skills, take ownership of your work, and make a meaningful impact. Job Responsibilities Prepare individual, partnership, s-corporation and c-corporation tax returns as well as transactional tax compliance work and other problem solving tasks on an ad hoc basis. Prepare tax return workpapers and adjusting entries on business returns. Take client provided financials and make necessary adjustments for correct reporting. Research tax laws and regulations to ensure that clients are compliant with the latest tax laws. Assist with the development and implementation of tax planning strategies for clients, including tax projections, tax planning, and tax forecasting. Maintain accurate tax records, including tax filings, receipts, and other documentation. Ensure that all tax records are organized and up to date. Communicate with clients to gather information necessary for tax return preparation, answer tax-related questions, and provide updates on tax filings. Participate in training programs to develop your tax knowledge and skills, including internal or external tax seminars, workshops, and other training programs. Assist with tax-related tasks and special projects as needed. No assurance work. Qualifications Bachelor's degree in Accounting or a related field. 2+ years of public accounting experience with a focus in tax, or recent college graduates who display a strong desire to learn and succeed. CPA is preferred but not required. Familiarity with AL and GA tax returns. Ability to manage multiple assignments and work effectively as part of a team. Excellent analytical and problem-solving skills, accuracy and attention to detail. Strong communication skills, both written and verbal are essential. Ability to communicate with clients effectively and efficiently in a professional manner. Value working in an office with a team. Proficiency in Microsoft Excel is a requirement. Experience with tax software, such as Axcess or ProSystem is preferred. Additional Information We offer competitive compensation packages, health benefits, and a collaborative work environment. Pivotal Finance provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, citizenship status, age, disability, or any other category protected under applicable law. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. This job posting is being managed by Forrest Johnson Recruiting on behalf of Pivotal Finance.

Pivotal Finance is an outsourced advisory, accounting, and tax firm focused on serving the unique needs of small and medium sized businesses and their owners. Based in Auburn, AL, and serving hundreds of clients across the United States, we provide advisory, accounting and tax solutions on a fractional basis. We are building Pivotal a different way, unencumbered by the way CPA firms have traditionally supported their clients. Our approach is based on a few simple ideas: Build a team of engaged, talented accounting, finance, and tax professionals who are passionate about the work they perform. Empower them to solve our clients biggest (or smallest) problems. Utilize technology to enhance the client experience and eliminate friction. Engage with the customer the way they want to be engaged. It is this combination of talent, experience, and flexibility that allows us to be a pivotal member of the team for each of our clients, and at the end of the day, help them grow their businesses. Job Description As a Senior Accountant, you will be responsible for managing the day-to-day financial operations of multiple larger client relationships, ensuring their financial records are accurate and up-to-date. You will report directly to the Fractional Controller and work closely with other members of our Financial Operations team to provide exceptional service to our clients. Job Responsibilities Allocate and post financial transaction details to entity books using cloud-based accounting systems. Reconcile and balance all accounts (bank accounts, loan accounts, credit cards). Prepare financial statements and ad hoc reports as necessary (trial balance, income statement, balance sheet). Calculate and prepare sales tax returns and tax payments. Maintain accurate and organized financial records for multiple clients. Assist with month-end and year-end closing processes. Communicate with clients and provide excellent customer service. Work closely with other team members to ensure timely and accurate financial reporting. Qualifications Prior experience in accounting or finance. Experience in Accounting and knowledge of bookkeeping practices. Experience with Quickbooks Online, Microsoft Excel and other cloud-based accounting solutions. Knowledge of generally accepted accounting principles and procedures is a plus. Ability to analyze and solve problems. Work with confidentiality and integrity. Strong attention to detail and ability to multitask. Excellent communication skills, both written and verbal. Ability to work independently and as part of a team. Additional Information We offer competitive compensation packages, health benefits, and a collaborative work environment. Pivotal Finance provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, citizenship status, age, disability, or any other category protected under applicable law. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. This job posting is being managed by Forrest Johnson Recruiting on behalf of Pivotal Finance.

The Atlanta office is looking for a Tax Associate to serve our clients' tax and family office service needs in a timely and accurate manner. Company Description: Pathstone is an independently operated partner-owned advisory firm, offering families, family offices, and select nonprofit institutions comprehensive family office services and customized investment advice. We seek to make a difference in the lives of our clients and their families and offer a holistic and clear path for professional and personal growth. With 14 locations around the country, we operate as one office and one team. Our team members are encouraged to pursue their passions by serving on a variety of committees within the firm covering a variety of interesting topics. Our talented people are our greatest asset; therefore, we offer a competitive, comprehensive and flexible benefits program that helps meet the challenging needs of our team members and their families. Pathstone's generous benefits include comprehensive medical, vision, and dental coverage, flexible spending, flexible PTO, life insurance, education support, 401k plan, parental leave, and more. Qualifications: - Bachelor's degree in accounting or other related fields. - 150 credit hours required to sit for CPA exam preferred. - Graduate degree preferred. - 2+ years public accounting experience with a Certified Public Accounting firm serving high net worth families or Family Office Services experience desirable. Job Responsibilities: - Complete work papers, tax projections, and tax returns for partnerships, trusts, individuals, and private foundations. - Conduct tax research to provide insight to specific client situations. - Prepare deliverables for quarterly client meetings for Tax, Philanthropy, Insurance, and accounting service areas. - Participate in weekly scheduling meetings. - Present periodically on a tax technical topic from a selection of current topics. - Manage multiple assignments and communicate project statuses with team. - Other family office duties as assigned or needed. Pathstone is committed to creating a diverse environment and is proud to be an equal opportunity employer.

Property Tax Appeals Advisor Hourly (Contract Based) - $75 to 100 / Hour We're a rapidly growing technology company that helps homeowners save on the financial elements of homeownership. Today, we have tens of thousands of homeowners on our platform. As we expand into Georgia, we're seeking an experienced Property Tax Advisor to guide our team on navigating regulatory and operational requirements. This is a contract-based, hourly consulting role ideal for someone who's an expert within Georgia's property tax protesting system and can serve as a trusted guide during early-phase market entry. If interested, there's also an opportunity for this to transition into a mutually beneficial partnership with Abode to help us fill out our property tax product in Georgia. Today, we're partnered with blue chip home financial services companies such as: USAA, Lemonade, Compass, Nerdwallet, CreditKarma, Monarch Money, Consumer Reports, Thumbtack, and many others. 🔍 What You'll Help With As an advisor, you will support our internal team with: Regulatory insight: Clarifying state statutes, administrative processes, and compliance obligations for property tax protests. County-specific knowledge: Advising on local nuances for major counties. Filing processes: Guiding us through how and when to file petitions (TRIM notices, deadlines, evidence, etc.) - including online vs. paper submission requirements. Hearing procedures: Sharing insights on the hearing process and best practices for protest preparation. ✅ Who We're Looking For You're a great fit if you: Have direct experience working within the property tax ecosystem - either with your own practice, part of an established firm, or local government. Understand county-specific procedures, deadlines, and rules, particularly for the 5 largest counties. Are an innovative thinker. We know there are established (regulated) ways of doing things in property tax. However, we need someone who has a keen eye for taking an innovative approach while still adhering to local guidelines. Are available to consult on an as-needed, hourly basis via phone or Zoom. 🚀 Why This Role Matters We're on a mission to make homeownership more affordable for homeowners. Your guidance will play a critical role in helping us expand into new states smoothly and responsibly - ensuring we build on a strong, compliant foundation. This is a flexible, high-impact opportunity to contribute your expertise without full-time commitment. Interested in advising us? We'd love to connect!

Pivotal Finance is an outsourced advisory, accounting, and tax firm focused on serving the unique needs of small and medium sized businesses and their owners. Based in Auburn, AL, and serving hundreds of clients across the United States, we provide advisory, accounting and tax solutions on a fractional basis. We are building Pivotal a different way, unencumbered by the way CPA firms have traditionally supported their clients. Our approach is based on a few simple ideas: Build a team of engaged, talented accounting, finance, and tax professionals who are passionate about the work they perform. Empower them to solve our clients biggest (or smallest) problems. Utilize technology to enhance the client experience and eliminate friction. Engage with the customer the way they want to be engaged. It is this combination of talent, experience, and flexibility that allows us to be a pivotal member of the team for each of our clients, and at the end of the day, help them grow their businesses. Job Description As a Senior Accountant, you will be responsible for managing the day-to-day financial operations of multiple larger client relationships, ensuring their financial records are accurate and up-to-date. You will report directly to the Fractional Controller and work closely with other members of our Financial Operations team to provide exceptional service to our clients. Job Responsibilities Allocate and post financial transaction details to entity books using cloud-based accounting systems. Reconcile and balance all accounts (bank accounts, loan accounts, credit cards). Prepare financial statements and ad hoc reports as necessary (trial balance, income statement, balance sheet). Calculate and prepare sales tax returns and tax payments. Maintain accurate and organized financial records for multiple clients. Assist with month-end and year-end closing processes. Communicate with clients and provide excellent customer service. Work closely with other team members to ensure timely and accurate financial reporting. Qualifications Prior experience in accounting or finance. Experience in Accounting and knowledge of bookkeeping practices. Experience with Quickbooks Online, Microsoft Excel and other cloud-based accounting solutions. Knowledge of generally accepted accounting principles and procedures is a plus. Ability to analyze and solve problems. Work with confidentiality and integrity. Strong attention to detail and ability to multitask. Excellent communication skills, both written and verbal. Ability to work independently and as part of a team. Additional Information We offer competitive compensation packages, health benefits, and a collaborative work environment. Pivotal Finance provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, citizenship status, age, disability, or any other category protected under applicable law. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. This job posting is being managed by Forrest Johnson Recruiting on behalf of Pivotal Finance.

The mission of Goodwill Industries Southern Rivers is Developing People, Changing Lives, and Building Communities. At Goodwill we aspire to bring refunds back to taxpayers and the community by mentoring, inspiring, and leading, with the purposed of financial wellness education and free tax preparation through the VITA (Volunteer Income Tax Assistance) Program. Description As a Seasonal Tax Professional, you'll serve clients with diverse tax needs with the support of an expert team dedicated to providing you with the advanced tax training you'll need to be successful. Your day-to-day responsibilities include: * Complete and successfully certify in tax law training, including the use of electronic filing software, to provide free tax return preparation for eligible taxpayers. * Prepare tax returns after being cleared by intake & Interview station * Review tax returns completed by fellow seasonal tax professionals and volunteer tax preparers, ensuring that every taxpayer receives top quality service and that the tax returns are error-free. * Assist volunteers and clients with questions accurately and in a timely fashion. * Assist Site Coordinator with prompt transmittal of tax returns in accordance with IRS guidelines and Goodwill best practices. * Assist Site Coordinator with timely resolution of rejected tax returns by contacting client by phone, meeting with them when they return, explaining the reason for the rejection, and patiently working with them to resolve and resubmit the return. * Inform clients about additional financial services offered by Goodwill and in the community. * Perform other duties as assigned or requested by immediate supervisor or GoodwillSR leadership. Operating Hours and Days This is a seasonal position based upon business needs and availability. * Monday: 9am - 6pm * Tuesday: 9am - 7pm * Wednesday: 9am - 6pm * Thursday: 9am - 6pm * Friday: 9am - 6pm * Saturday: 9am - 6pm Requirements: * Ability to work 30 hours weekly throughout the tax season. * Experience working in a fast-paced environment. * Ability to pass a background and drug screen. * Successfully complete and pass the IRS Certification listed below * Volunteer Standards of Conduct * Intake/Interview & Quality Review * Advance * Military Knowledge, Skills & Ability * Ability to work with people with disabilities and be understanding * High level of enthusiasm, motivation, persistence and a positive attitude * Possess and display excellent analytical, critical thinking, organizational, verbal and written communication skills with a diverse audience * Ability to use a computer * Proficient in Microsoft Office: Word, Excel, and Outlook * Ability to maintain confidentiality * Ability to act and make decisions that align with the organization's values of - Honesty, Integrity, Respect, Excellence, and Service * Must successfully pass a pre-employment drug screen and a federal background check