Seasonal Tax Preparer
Tax preparer job in San Francisco, CA
Job Description
About Us:
We are a forward-thinking CPA firm seeking a dedicated Seasonal Tax Preparer, with a strong background in individual (1040) and/or business tax returns (1065, 1120S). With a commitment to providing exceptional service and a flexible approach, we are proud to offer remote opportunities for qualified candidates.
Position Summary:
As a Seasonal Tax Preparer, you will handle a diverse range of tax preparation responsibilities for individual and business clients. This seasonal role requires a commitment to peak tax season hours, with additional part-time opportunities throughout the year. We value accuracy, professionalism, and a client-focused attitude.
Duties:
• Prepare and file accurate tax returns for individuals (1040) and/or businesses (1065, 1120S).
• Ensure compliance with the latest tax regulations.
• Communicate with clients to gather necessary information and address tax-related questions.
• Provide exceptional customer service throughout the tax preparation process.
Qualifications:
• Minimum of 3 years of experience preparing tax returns for at least 50 clients per season.
• Strong knowledge of federal and state tax rules, regulations, and practices.
• Familiarity with UltraTax software (preferred but not required).
• High attention to detail and accuracy in calculations.
• Excellent communication and interpersonal skills.
• Ability to handle sensitive financial information with confidentiality.
• Reliable internet connection and comfort with remote work tools (if working remotely).
Work Schedule:
• Peak Season (February-April 15th): 40-50 hours/week.
• Post-Peak Season (April 16th-May 31st): 20-25 hours/week.
• Additional part-time hours available depending on firm needs.
• Overtime hours will be compensated.
Compensation:
• $30-80/hr
• Opportunity to work remotely for qualified candidates.
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Tax Preparer
Tax preparer job in San Rafael, CA
Full-Charge Bookkeeper / Tax Preparer Work Schedule
:
Full-Time | In-Office
We are a well-established CPA firm in Central Marin seeking a Full-Charge Bookkeeper and Tax Preparer to join our growing team. This position plays a key role in supporting multiple external clients with a variety of bookkeeping and tax services. Were looking for someone who is reliable, detail-oriented, confident, and ready to hit the ground running.
We offer a collaborative and professional work environment, with a commitment to providing exceptional service to our clients. Our employees are offered excellent growth opportunities, and have long-term tenure.
Responsibilities:
Full-cycle bookkeeping, including accounts payable/receivable, bank deposits, and account reconciliations
Monthly and year-end closing, including journal entries
Prepare and maintain vendor files and disbursement records
Prepare financial statements for client review
Tax preparation for individuals, corporations, and partnerships
Work with CPA firm management on ad-hoc tasks and special projects
Requirements:
Bachelors degree required
Prior experience with QuickBooks and tax preparation software
Proven ability to manage bookkeeping for multiple clients
Excellent Excel and Microsoft Word skills
Experience with Lacerte tax software is preferred
Enrolled Agent (EA) designation is a plus
Strong organizational skills and the ability to prioritize tasks
Comfortable working in a fast-paced, team-oriented environment
Excellent communication and client service skills
Benefits Include:
Paid vacation and holidays
Sick leave
Health and dental insurance
401(k) with company contribution
Flexible spending account (FSA)
Tax Preparer
Tax preparer job in Oakland, CA
Tax and Business Services of Oakland is a locally trusted provider of professional tax preparation, planning, and small business consulting services. We pride ourselves on personalized service, accurate filings, and helping our clients make informed financial decisions.
We are seeking a knowledgeable and detail-oriented Tax Preparer to join our growing team. The successful candidate will be responsible for preparing accurate and timely federal and state tax returns for individuals, small businesses, and self-employed clients. The ideal applicant has experience in tax preparation, strong customer service skills, and the ability to work independently in a fast-paced environment.
Key Responsibilities:
Prepare and file accurate federal, state, and local tax returns for individuals and small businesses
Review financial records, such as income statements and documentation of expenditures
Conduct initial client interviews to gather information and assess tax needs
Stay up to date on tax law changes, deductions, and credits
Resolve client questions and tax issues with professionalism and confidentiality
Maintain proper documentation and organize client files
Identify potential tax credits and liabilities to ensure maximum refunds or minimal liabilities
Advise clients on tax planning strategies and recordkeeping practices
Ensure compliance with IRS regulations and company policies
Work closely with team members to support seasonal workload and deadlines
Qualifications:
High school diploma or equivalent; associate's or bachelor's degree in accounting, finance, or related field preferred
Minimum 1-2 years of experience preparing tax returns
Registered Tax Preparer with CTEC (California) or Enrolled Agent (EA) designation preferred
Strong knowledge of federal and California tax laws
Proficiency with tax preparation software (e.g., Drake, Lacerte, or similar)
Excellent attention to detail and organizational skills
Ability to explain complex tax concepts to clients in a clear and helpful manner
Strong communication and customer service skills
Must maintain confidentiality and ethical standards
Work Environment & Schedule:
Office-based role in Oakland, CA
Peak season requires overtime and occasional weekend hours
Off-season may offer flexible or part-time schedules
Compensation & Benefits:
Competitive hourly wage or salary based on experience
Bonuses or incentives during tax season
Professional development and training opportunities
Potential for year-round employment with bookkeeping or business services
Tax Preparer/Tax Staff Trainer
Tax preparer job in Pleasant Hill, CA
Job DescriptionTax Preparer/Tax Staff TrainerLocation: Concord, CA (Travel Required) Salary Range: $90-105kFull-Time, OnsiteDirect HireWe are seeking an experienced Tax Preparer/Trainer to join a stable full-service tax firm dedicated to providing exceptional service to clients. In this dual role, you will split your time between preparing complex tax returns and training staff to ensure high-quality tax preparation processes.If you have a strong background in tax regulations, excellent communication skills, and a passion for coaching and developing others, we want to hear from you! Apply now or call Aileen at ************** to explore this opportunity.Key Responsibilities:
Prepare and review individual, corporate, and partnership tax returns, ensuring compliance with all federal, state, and local tax regulations.
Offer tax planning advice and conduct in-depth tax research to resolve complex issues while ensuring timely and accurate filing of tax returns.
Communicate with clients on tax-related matters, addressing questions and providing support as needed, while staying informed on changes in tax laws and regulations.
Create and present training sessions on tax preparation processes and recent tax law changes, while designing onboarding programs for new tax preparers and bookkeepers.
Mentor junior tax professionals by providing guidance and assistance with tax preparation tasks, and evaluate the effectiveness of training programs, updating materials as needed.
Travel to different office locations to conduct in-person training sessions and act as a resource for staff during peak tax seasons.
Key Qualifications:
5+ years of experience in tax preparation, handling individual, corporate, and partnership returns.
CPA License a plus
Proven experience in mentoring or staff training is highly desirable.
Strong communication skills, both written and verbal, with the ability to explain complex tax concepts to various audiences.
Ability to multitask and manage multiple deadlines efficiently.
Proficient in tax software such as Lacerte and UltraTax, along with Microsoft Office.
Willingness to travel for work-related purposes each month.
Benefits:
Comprehensive Health, Dental, and Vision Insurance to support your well-being.
401(k) with Company Match to help secure your financial future.
Generous paid time off to relax and recharge.
Continuing education and training opportunities to foster your professional growth.
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Dynamic provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Bilingual Tax Preparer (English/Spanish)
Tax preparer job in Sunnyvale, CA
Job DescriptionWe are in search of a Tax Preparation Assistant to join our team for the upcoming Tax season and potentially beyond. We are a well-established multi-service agency that has been a valuable community resource in the Sunnyvale, Santa Clara, & beyond for over 25 years.
Someone experienced in Tax Preparation, Accounting, and other administrative duties is ideal but we are willing to train and mentor the right candidate interested in creating a stable career providing these services. (Recent college grads are a great fit or Spanish speaking with prior office skills). We are happy to train the potential candidates on our process before the beginning of the peak tax season.
Must be Bi-Lingual in Spanish & English.
We offer an opportunity to learn from Tax preparers with over 100 years of combined experience providing critical resources to the community. We want to invest in the right person to join & grow with our team, because it will allow us to provide more value to the communities we serve.
Job Skills & Qualifications
Direct interaction with clients, providing excellent customer service & phone etiquette
Understanding of basic office operations & strong knowledge of MS Word/Google Docs
Basic tax preparation data entry, invoice creation, & generate reports
Provide important Tax Preparation & Resolution as needed
Gather & organize all necessary company & client tax documentation on an ongoing basis
Ensure records and computer system remain up-to-date, well-organized, and protected
Handle administrative and clerical duties as needed on daily basis for tax responsibilities and deadlines
Prepare or assist in preparing simple to complex tax returns for individuals or small businesses, including some light bookkeeping
Must be able to work well independently and also with our office team.
The ideal Tax Preparer will have at least one tax season experience and be Licensed/CTEC approved, HOWEVER we are willing to train & pay license fees for the right person who is a quick learner with a desire to grow professionally into a Tax/Accounting professional.
Some preferred Qualifications:
Experience with Intuit Pro Series Tax Software
Strong knowledge of Microsoft Excel & report production
One tax season experience desirable
Good communication and interpersonal.
Basic knowledge of tax laws and a willingness to be resourceful to find solutions when needed
Tax Preparer
Tax preparer job in Hercules, CA
Wealth
Earned is a category-defining, first-in-kind tax-smart financial services firm dedicated to serving doctors, their families, and their practices. Our goal is to be the only financial partner doctors need by seamlessly integrating personal and practice-based solutions to maximize their wealth potential and drive better financial outcomes. Our technology-driven approach, supported by fiduciary experts and modern tax-smart tools, ensures clients have a clear, real-time view of their financial trajectory through our iOS app and beyond. Our offering is differentiated, superior and creates deep connections with our clients.
What further sets Earned apart is our strategic growth model. We have secured an initial $200M commitment to fuel an aggressive M&A strategy, acquiring and integrating best-in-class financial services firms to expand our capabilities and accelerate our vision. Backed by leading investors-including Summit Partners, Silversmith Capital, Juxtapose, Hudson Structured, and Breyer Capital-we are rapidly scaling to redefine financial services for medical professionals.
Join us as we build the future of financial services for doctors-faster, smarter, and at scale.
Job Summary
Earned is seeking a detail-oriented, client-focused, and experienced Tax Preparer to join our physician focused firm. The ideal candidate will be skilled in preparing and reviewing tax returns for individuals, corporations, LLCs, trusts, and estates. This role requires proactive client engagement, excellent communication skills, and a commitment to delivering an exceptional client experience.
Key Responsibilities
Prepare and analyze client financial statements
Client tax onboarding
Prepare income tax returns for corporations, partnerships, individuals, and trusts based on source documents prepared both internally and provided to us by clients
Meeting preparation for client meetings along with subsequent follow-up items
Prepare client tax projections for estimated tax payments and future tax liabilities
Prepare tax notice resolution package
Prepare government audit responses
Consistently remain alert to client satisfaction, address client needs, with timely follow-up and communicate appropriate information to engagement advisors and personnel
Possess excellent organizational and problem-solving skills and the ability to independently prioritize multiple tasks
Thrive in a high performing, fast-paced environment, maintaining composure and focus under pressure and deadlines
Be detail-oriented and flexible to learn
Strong collaboration skills
Key Requirements
CPA or EA Certification with a bachelor's degree
At least 3 years' experience with tax preparation
Prior bookkeeping experience (desirable)
Tax code knowledge required
Experience with QuickBooks and QuickBooks Online
Bilingual: Proficiency in Hindi or Punjabi is a strong plus
Benefits
An attractive total compensation package
Employer-sponsored health insurance (medical, dental, vision)
401k + 5% match
Auto-ApplyAccountant Senior - Tax and Audit Professional
Tax preparer job in Danville, CA
Senior Accountant CPA - Tax / Audit Our client is a full service public accounting firm. As part of their growth strategic plans, we are looking to place a senior accountant. Every one of our professionals possesses significant audit, tax, and consulting experience.
The firm, and many of its professional staff are members of the American Institute of Certified Public Accountants and California State Society of Certified Public Accountants.
In our Audit Department, our focus is on providing audit, tax, and consulting services to not-for-profit entities organized under Section 501(c) of the Internal Revenue Code.
Since our inception in 1990, our efforts have been solely concentrated on exempt organizations, including performing arts organizations, animal welfare groups, land management trusts, museums, HUD/Cal HFA housing groups, and others.
Our Tax Department prides itself on timely and responsive service for individuals, trusts, partnerships, corporations, estates, and nonprofit organizations.
We are looking for a Tax and Audit Professional to join our small team.
Working environment is 100% flexible, with opportunities to work from home. The firm provides a very competitive salary, semi-annual bonuses, three weeks combined vacation and sick leave, expense reimbursements, and a comfortable and super-friendly work environment.
Requirements:
A Bachelor's degree
Current CPA License
A minimum of 5 years of audit experience
Experience in nonprofit auditing
Familiarity with financial statement preparation, including footnote disclosures and knowledge of the FASB Accounting Standards Codification
At least 2 years of experience with tax preparation, principally with individual taxes
Familiarity with Lacerte tax preparation software
Knowledge of corporate and nonprofit taxation is not necessary, but would be a major advantage.
Required experience:
Accounting: 5 years minimum.
Other Information:
Equal opportunity employer
To apply, send resume in word format with current salary for review and immediate interview.
Tax Preparer
Tax preparer job in Concord, CA
Advantage Group is a retained search firm based out of the San Francisco Bay Area specializing in senior and executive level placements with stable and rapidly growing clients nationally. We have established deep relationships, some lasting over 20 years, with real decision makers.
We offer long term opportunities along with a real understanding of the companies that we represent.
We will provide insight and information ensuring that you are making the right decision about the right opportunity for you. We are as committed to and passionate about your success as we are about the companies that we represent.
Job Description
This role is with a well-established, stable and growing firm located in the Concord/Walnut Creek area and is primarily remote; however, it is only open to candidates in the Greater San Francisco Bay Area who are able to come into an office on an as needed basis.
Will be focused on assisting the accounting team with preparing both complex Corporate and Individual (HNW) Tax returns.
This firm has a strong track record of promoting from within and manager level roles are also available. Candidates with a desire to coach, mentor and lead teams are strongly preferred.
Qualifications
Minimum of 5+ years of tax experience at a public accounting firm
Strong technical proficiency with the preparation of complex Business and High Net Worth Individual tax returns.
Must have solid computer skills technical proficiency wit MS Office Suite (Excel, Word & Outlook) and with recognized complex tax accounting software (CCH ProSystem/Axcess or Lacerte)
Must be proactive and quick learner
Excellent written and oral communication skills
Strong organizational skills and attention to detail
Bachelors with an emphasis on Accounting or a related field preferred.
CPA or EA preferred but not required.
Additional Information
There are also potential seasonal/part-time time opportunities available.
The company offers an excellent array of benefits to full-time employees..
State Tax Professionals
Tax preparer job in Palo Alto, CA
Performing multistate sales and use tax compliance.
Performing multistate tax fees research and look up rates.
Maintaining and updating taxability matrices for all companies.
Reviewing new product and service offerings to ensure proper tax treatment.
Monitoring legislative and regulatory changes and communicating and coordinating with internal and external groups to ensure compliance with changes impacting company.
Partnering with business development teams to provide accurate and timely indirect tax advice.
Assisting with special tax projects as needed.
resumes to: taxstaffing@gmail.com
Tax Advisor
Tax preparer job in Walnut Creek, CA
Objective:
Heffernan Financial Services is looking for an experienced, motivated, and focused Tax Advisor to join its expanding team. The Tax Advisor will play a vital role in supporting the financial well-being of our employees and clients by providing accurate, timely, and strategic tax guidance. This position requires a combination of technical tax knowledge, excellent communication skills, and a customer-centric approach.
Core Responsibilities Include:
Provide tax advice and planning strategies to internal employees and existing clients.
Prepare or review federal and state tax returns for individuals, trusts, and small businesses.
Develop tax strategies that align with clients' financial goals and investment strategies.
Assist in the preparation of financial statements and reports as needed.
Offer year-round support for tax questions, notices, and audits.
Collaborate with Financial Advisors to identify tax-saving opportunities as part of comprehensive financial plans.
Assist with tax-related onboarding of new clients or benefit offerings.
Educate internal teams on tax-related matters relevant to insurance and retirement planning.
Stay informed about current tax regulations and changes that may affect employees or clients.
Ensure compliance with ethical standards and applicable laws.
Requirements:
Education - Bachelor's degree in Finance, Economics, Business Administration, or a related field.
CPA designation required.
Minimum of 3 years of experience in tax advisory, public accounting, or financial services.
Strong communication and collaboration skills, both written and oral.
Experience working with financial advisors, insurance professionals, or in a brokerage environment is a plus.
Solid understanding of individual and small business taxation.
Excellent listening skills to thoroughly understand client needs.
Leadership qualities, with the ability to effectively educate and sell to clients.
Problem-solving and analytical skills, with high attention to detail.
Professional demeanor and conduct required.
Must maintain a positive attitude and sense of humor!
Compensation:
The base salary range for this position is $100,000 to $140,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in additional quarterly incentive programs. Heffernan offers a comprehensive benefits package; more details on which can be found at *****************************************
Heffernan Habits (Expectations):
These are practices that represent our unique employee culture.
Smooth The Path And Be Respectful -
Being respectful of one another is critical to developing and maintaining strong relationships. We are in this together as a team.
Do Good -
This is our core. We strive to do good for our clients, our company and our communities.
Know Your Clients And Foster Relationships -
Take the time to listen and learn. Build, maintain, and enhance the connections you make every day.
Have Fun -
Take the time to get to know your colleagues and let's have fun! If we are happy and connected, we all will do a better job for our clients.
Answer The Phone (And Email) -
Be available and responsive to clients and colleagues.
Be Humble And Own It -
We all make mistakes - what's important is that we take ownership for our mistakes and learn from them. Humility shows a willingness to learn and improve.
Celebrate And Value Our Differences -
We strive to be non-traditional. We all come from different backgrounds. Be open. Listen to others stories and experiences. Make an effort to not only include, but connect.
Working Conditions:
Work environment may be indoors, sitting at a desk or standing for extended periods of time.
Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment.
This position may require flexibility to work hours outside of a regular schedule in order to accommodate clients' schedules.
Tax Preparer (Part Time)
Tax preparer job in San Francisco, CA
Temporary Part-Time Tax Preparer Position
Mission Economic Development Agency MEDA
Hours: 3 days a week (Friday and Saturday required)
Supervisor: Tax Program Manager
Compensation: $ 25/Hour
Apply Here: ***************************************
JOIN OUR MEDA TEAM
Mission Economic Development Agency (MEDA) is a community-based, local economic development organization that, for over 40 years, has engaged individuals and small businesses in community-building strategies that together lead to appropriate and equitable economic development in the Mission District. MEDA primarily serves low-income clients, focusing on the Latino and/or Spanish-speaking community. In accomplishing its mission, MEDA is involved in small business assistance, financial capability, tax preparation, public benefits, homeownership services, and workforce development.
Since 2010, MEDA has coordinated the tax program for the Human Services Agency, managing 4 sites in the City of San Francisco, providing free tax preparation services to low-income families and individuals. This effort has brought more than $30 million to the community by preparing more than 24,000 tax returns and engaging low-income folks in a long-term path toward financial capability.
The VITA site offers free tax assistance to low-income families and connects them to other asset development services such as public benefits, affordable financial products, and management of personal finances, among others.
The Tax Preparer will coordinate the delivery of asset development information, services, and products to tax program clients.
DUTIES & RESPONSIBILITIES
Connect clients to relevant asset development services at Plaza Adelante by referring to the intake and assessment forms.
Actively engage and connect clients to asset-building product and service opportunities at multiple points during the tax preparation process.
Assist clients in making connections to appropriate services/providers at the site.
Work closely with all team members at the tax site, including site coordinators, volunteers, program staff, partners, and clients, to generate a cohesive asset-building delivery process.
Monitor and track the uptake rate of products and services offered.
Assist with the preparation, communication, and reports by collecting and summarizing data.
Promote asset-building products and services by coordinating and creating materials for the tax site.
Support client connections to other asset-building services.
Other duties as assigned
YOUR KEYS TO SUCCESS
To perform successfully in this role, you will need to leverage these key qualifications:
Previous experience with asset development services, such as banking the unbanked, credit, debt management, savings, and/or financial capability.
Strong written and verbal communication skills in English and Spanish.
Strong initiative and project follow-through.
Cultural competence in working with diverse populations, including communities of color, immigrants, LGBT communities, and persons of various ages, socioeconomic backgrounds, health statuses, and abilities.
Ability to work flexible hours, including evenings and Saturdays.
Commitment to social justice and asset building for low-income populations.
IRS Basic/Advanced certification level for the VITA program preparation
A bachelor's degree in Accounting, Finance, Education, and/or Communications is desirable but not mandatory.
Sales experience preferred.
Previous experience in the VITA / TCE free tax preparation Program
Previous experience with screening for Public Benefits.
Ability to provide over-the-phone and in-person support
Bilingual Spanish-English fluency is required; must be able to speak and write fluently in Spanish.
YOUR MEDA EXPERIENCE
Do meaningful work in an innovative workplace while being challenged for your professional growth.
Joining MEDA means having meaningful experiences that develop achievers - from across the Mission neighborhood and from within our organization. We find meaning and fulfillment in our work as we see our community thrive and are driven to achieve better outcomes by challenging ourselves to innovate in our ways of working.
Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
Tax Preparer
Tax preparer job in Vallejo, CA
Join the #1 Fiesta Auto Insurance & Tax Services Franchise in the Nation as a Tax Preparer!
Fiesta Auto Insurance & Tax Services has proudly served the Central Valley and Bay Area for over 20 years, providing top-notch insurance, tax preparation, and car registration services. As the #1 Fiesta Auto Insurance & Tax Services franchisee in the entire nation, we pride ourselves on excellence and success.
Unmatched Earning Potential
We offer one of the most competitive commission structures in the tax industry. Our commission rates start at 7.5% and go up to 20%-and there's no cap on how much you can earn. We are looking for goal-oriented individuals that want to grow our Tax business by helping grow our Tax Return count. The more tax preparations you do the more you will earn, do 300 taxes and earn a MINIMUM payout of $11,000.
Do you already have a loyal client base that comes to you year after year for their tax needs? Stop preparing taxes out of your backyard or your home and bring your book of clients to Fiesta, and we will reward you with a higher commission rate for those clients. You control how much you make this tax season!
If you are looking for employment after Tax Season we have opportunities available. If you just want to work seasonal and the Tax Season only we have Tax Season Tax Preparer positions available for the right candidates.
We also provide hourly pay and performance-based bonuses to further boost your earnings.
Broaden Your Career Opportunities
When you're not assisting tax clients, you'll also help with insurance client payments. Additionally, we offer the opportunity to earn your insurance license and start making insurance commission as well. Grow your skills, increase your earning potential, and enjoy a multi-faceted career path with us!
Requirements & Day-to-Day Responsibilities
The ideal candidate will be:
A strong communicator with excellent customer service skills.
Detail-oriented, organized, and committed to accuracy in every return.
Preferred: An experienced tax preparer who has previously prepared Tax Returns
Preferred: Bilingual.
Prepare accurate individual tax returns using our user-friendly software. Identify and explain tax credits and deductions applicable to each client.
Grow the Tax business by 30 to 50% at your offices or offices
Able to maintain a positive attitude in a fast-paced environment.
Compensation and Benefits:
Commission rates ranging from 7.5% to 20% on tax returns (not capped).
Hourly pay + Tax Preparation Commission based on performance
Direct deposit every FRIDAY.
Long-term Employment is available if wanted
Why Work With Us?
As the #1 Fiesta Auto Insurance & Tax Services franchise in the nation, we are committed to your growth and success. Our tax preparers are supported by experienced team members, ongoing training, and an unmatched work environment. Ready to build your career and help clients maximize their refunds? Apply now and start your journey with Fiesta Auto Insurance & Tax Services!
Work schedule
Monday to Friday
Weekend availability
8 hour shift
10 hour shift
Overtime
Supplemental pay
Commission pay
Benefits
Health insurance
Dental insurance
Vision insurance
Senior Tax Advisor
Tax preparer job in Danville, CA
Due to continuing growth, we are seeking a Senior Tax Advisor to join our team. In addition to the traditional roll-up your sleeves tax preparation and client advisory, the role requires a strong sense of entrepreneurship, strategy, and collaboration. As a Senior Tax Advisor, you will have a unique opportunity to work with a growing team of professionals with the needed expertise to accomplish client goals, while expanding your knowledge and experience across a wide variety of clientele.
Who we are:
Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their owners. We currently have 41 offices across 14 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work/life balance a priority.
What you will do:
Prepare complex individual, business (c-corp, s-corp, partnerships), exempt & fiduciary tax returns.
Build, maintain and enhance client relationships.
Advise clients on issues related to tax, finance & business practices.
Identify, research, and resolve complex tax issues.
Support manager with various ad-hoc projects.
What we look for:
3+ years of experience preparing a variety of tax returns
Thorough understanding of practices, theories, and policies relating to tax, accounting, and finance
Bachelor's Degree Required, Master's Degree Preferred
EA or CPA required (or actively working towards licensure)
What we offer:
Opportunity for advancement within a rapidly growing professional services firm
Ongoing informal and formal training and development
Competitive compensation
401(k) and medical benefits
Firm sponsored continuing education
Tax Associate
Tax preparer job in San Francisco, CA
Seeking a highly qualified transactional midlevel associate with 3 - 6 years of law firm experience to join our Tax practice in the San Francisco or Silicone Valley office on a full-time basis. The successful applicant must have experience representing public and private companies, private funds, portfolio companies, and alternative investment vehicles in the tax aspects of fund formations, limited partner investments, mergers and acquisitions, and other similar transactional tax matters.
They must also possess strong deal management, drafting, communication, negotiation and analytical skills. The applicant must also have the ability to comprehend how particular agreements fit within a larger landscape of agreements and goals, possess strong communications, interpersonal, and organizations skills, and have the ability to work independently.
Tax-Midlevel Associate
Tax preparer job in San Francisco, CA
Job DescriptionDirect Counsel is representing an AMLAW 100 firm seeking a Midlevel Transactional Tax Associate with 3-6 years of law firm experience to join its growing Tax Practice Group in the San Francisco or Silicon Valley office.Position Overview
This role offers the opportunity to work on sophisticated transactional tax matters across a range of industries and clients, including public and private companies, private funds, portfolio companies, and alternative investment vehicles. The ideal candidate will have experience advising on the tax aspects of fund formations, limited partner investments, mergers and acquisitions, and other complex transactions.
Key Responsibilities
Advise on the tax implications of corporate, fund, and partnership transactions
Draft and review transaction-related documents and agreements
Manage deals efficiently while coordinating with clients and cross-office teams
Provide strategic tax planning and structuring advice to clients
Maintain strong communication with clients and team members throughout the transaction process
Qualifications
3-6 years of transactional tax experience at a law firm
Strong knowledge of fund formations, M&A, and partnership tax matters
Excellent drafting, communication, negotiation, and analytical skills
Proven ability to manage multiple complex deals and deadlines
Strong organizational skills and the ability to work both independently and collaboratively
Admission to the California Bar preferred
Compensation
Salary Range (CA): $225,000 - $435,000 (commensurate with experience)
Competitive benefits package, professional development opportunities, and hybrid flexibility
Associate - Tax - Transactional Labor & Employment
Tax preparer job in San Francisco, CA
About the Opportunity
The Executive Compensation, Employment & Benefits Practice is seeking a motivated and detail-oriented labor and employment associate with a minimum of two years of broad-based employment counseling experience to join our 3rd to 6th year associate class.
Ideal candidates would have direct experience in employment law, with a focus on transactional work and client counseling, along with strong analytical, drafting, and communications skills.
This is an opportunity to join a small, dynamic, and growing team dedicated to providing exceptional legal services regarding employment matters, working in close collaboration with practices across the firm.
This non-litigation role will focus on:
Providing labor and employment assistance in mergers, acquisitions, and other corporate transactions;
Providing expert advice and counseling to employers of all types in all aspects of the employment relationship; and
Drafting offer letters, employment agreements, independent contractor agreements, separation agreements, and non-competes and other restrictive covenant, to ensure alignment with client objectives and legal requirements.
Items Needed to Apply: Resume, Cover Letter, Law School Transcript.
Confidentiality
For confidentiality reasons, the client's name is not disclosed at this stage. Qualified candidates will receive full details upon initial screening.
Tax Analyst
Tax preparer job in San Jose, CA
Our Company Changing the world through digital experiences is what Adobe's all about. We give everyone-from emerging artists to global brands-everything they need to design and deliver exceptional digital experiences! We're passionate about empowering people to create beautiful and powerful images, videos, and apps, and transform how companies interact with customers across every screen.
We're on a mission to hire the very best and are committed to creating exceptional employee experiences where everyone is respected and has access to equal opportunity. We realize that new ideas can come from everywhere in the organization, and we know the next big idea could be yours!
The Opportunity
Reporting to the Domestic Tax Manager, you'll join a collaborative and innovative tax team supporting accurate and timely preparation of income and business tax filings. You'll play a key role in supporting Adobe's compliance with federal, state and local tax regulations, while contributing to process improvements and automation initiatives.
What you'll Do
* Prepare federal, state, and local corporate income tax returns, business tax filings, extensions, quarterly estimates, and supporting workpapers
* Monitor and analyze changes in federal, state, and local tax law, assessing their impact on Adobe's operations
* Identify and implement process improvements and automation solutions to enhance efficiency and accuracy
* Maintain complete and accurate records of tax filings and address related correspondence from tax authorities
* Contribute to the preparation of select federal and state portions of the quarterly income tax provision in accordance with ASC 740
* Participate in research, ad hoc projects, and cross-functional initiatives
* Collaborate with internal partners, including finance, legal, and other functional groups, to ensure alignment and effective communication
What you need to succeed
* Minimum 2 years of corporate income tax experience at a public accounting firm and/or public multinational company
* Solid working knowledge of federal and multi-state corporate income taxation
* Strong written and verbal communication skills with a collaborative approach
* High attention to detail, strong analytical thinking and problem-solving abilities.
* Exceptional multitasking ability, upbeat demeanor, and ability to stay organized and meet deadlines in a fast-paced environment
* Proficient in Microsoft Office applications including Excel and Word; SAP and/or OneSource experience is a plus
Our compensation reflects the cost of labor across several U.S. geographic markets, and we pay differently based on those defined markets. The U.S. pay range for this position is $79,000 -- $163,250 annually. Pay within this range varies by work location and may also depend on job-related knowledge, skills, and experience. Your recruiter can share more about the specific salary range for the job location during the hiring process.
At Adobe, for sales roles starting salaries are expressed as total target compensation (TTC = base + commission), and short-term incentives are in the form of sales commission plans. Non-sales roles starting salaries are expressed as base salary and short-term incentives are in the form of the Annual Incentive Plan (AIP).
In addition, certain roles may be eligible for long-term incentives in the form of a new hire equity award.
State-Specific Notices:
California:
Fair Chance Ordinances
Adobe will consider qualified applicants with arrest or conviction records for employment in accordance with state and local laws and "fair chance" ordinances.
Colorado:
Application Window Notice
If this role is open to hiring in Colorado (as listed on the job posting), the application window will remain open until at least the date and time stated above in Pacific Time, in compliance with Colorado pay transparency regulations. If this role does not have Colorado listed as a hiring location, no specific application window applies, and the posting may close at any time based on hiring needs.
Massachusetts:
Massachusetts Legal Notice
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Adobe is proud to be an Equal Employment Opportunity employer. We do not discriminate based on gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, veteran status, or any other applicable characteristics protected by law. Learn more.
Adobe aims to make Adobe.com accessible to any and all users. If you have a disability or special need that requires accommodation to navigate our website or complete the application process, email accommodations@adobe.com or call **************.
PwC - Tax JD/LLM Associate, application via RippleMatch
Tax preparer job in San Francisco, CA
This role is with PwC. PwC uses RippleMatch to find top talent.
Career opportunities at PwC
At PwC, our Tax JD professionals use their legal training to help clients navigate complex tax laws, structure business transactions, and make strategic decisions. In this dynamic advisory role, you'll apply legal analysis in a fast-paced, business-focused environment.
As a Tax JD Associate, you will engage in tax compliance and client support, contributing to the delivery of exceptional tax services. You will be part of a dynamic team that assists clients in navigating complex tax laws and optimizing their tax positions.
As an Associate, you will focus on learning and contributing to client engagements, developing your skills and knowledge to deliver quality work. You will build meaningful client connections, manage and inspire others, and grow your personal brand by deepening your technical knowledge of firm services and technology resources.
Here, you'll discover a firm that has the opportunities, mentorship and technology to help take your career to the next level.
PwC application process
Applying to your school/university site will not count as an official application. When completing your application, you will be asked to upload your current resume. Current students and alumni interested in entry level opportunities are encouraged to apply.
Application deadline
We encourage you to apply as soon as possible. For many of our opportunities, we recruit on a rolling basis and will close as offers are accepted.
Click here to view all PwC application deadlines.
Responsibilities
Typical responsibilities of a PwC professional at this level include but are not limited to:
Apply a learning mindset and take ownership for your own development.
Appreciate diverse perspectives, needs, and feelings of others.
Adopt habits to sustain high performance and develop your potential.
Actively listen, ask questions to check understanding, and clearly express ideas.
Seek, reflect, act on, and give feedback.
Gather information from a range of sources to analyze facts and discern patterns.
Commit to understanding how the business works and building commercial awareness.
Learn and apply professional and technical standards (e.g. refer to specific PwC tax and audit guidance), uphold the Firm's code of conduct and independence requirements.
What to know as you apply
We're seeking candidates who plan to graduate with their Juris Doctorate (JD) by Spring 2026 for our Summer/Fall 2026 Associate opportunity!
Applying to your school/university site will not count as an official application.
For the majority of entry-level roles at PwC, job seekers are required to complete an assessment to be considered for the role. After you submit an application for an entry-level position, you should expect to receive the assessment via email within a few hours.
Review our PwC entry level visa sponsorship eligibility site prior to applying.
How can I learn more about PwC?
Check out the top reasons people love working here. If you have questions, use our US Careers Recruiter Map to find and connect with your recruiter!
Auto-ApplyTax Associate
Tax preparer job in San Jose, CA
Tax Associate
Sagent Management is a growing and dynamic accounting and tax firm headquartered in Silicon Valley that offers accounting, tax, and management consulting services to publicly-traded companies, privately-held businesses, and high-net-worth individuals.
Position Description
The Tax Associate is primarily responsible for preparing complex individual, partnership, and corporate tax returns. We are looking for a talented individual who wants to be an important part of our dynamic team.
Responsibilities
- Prepare Federal, state, and local income tax returns.
- Prepare quarterly estimated tax and extension payments for corporate and individual clients.
- Respond to inquiries from the IRS and other tax authorities.
- Conduct tax research and planning.
Qualifications
- BA/BS degree
- Minimum 1 year of Federal tax compliance experience from a Big 4 or regional public accounting firm
- Excellent analytical and organizational skills
- High proficiency in Excel and GoSystem Tax Software
- Strong communication skills
- Ability to work independently
- Excellent attention to detail
Please send your resume for consideration.
Principals only. No phone calls.
Relocation is not available. Consideration for local candidates only.
RECRUITERS - DO NOT CONTACT THE COMPANY.
View all jobs at this company
Specialty Tax Services Intern, International Tax Services - Summer 2026 (San Francisco)
Tax preparer job in San Francisco, CA
The Tax Intern, International Tax Services will utilize their educational background and organizational skills while taking direction from more experienced team members to become familiar with assisting in consulting with clients on cross-border tax matters. Responsibilities will include performing tax research and analysis of various international tax issues to assist in providing international tax advice and working with software applications to assist clients with tax reporting obligations for international operations.
Job Duties:
Tax Consulting
Assists with developing, recommending, and implementing critical thinking to provide clients with tax advice on international tax issues
Gains exposure to the development of work plans for all assigned clients
Learns about international tax law relevant to particular clients and how that law can be appropriately applied to client facts
Monitors tax law and client factual developments on a daily basis
Coordinates with BDO non-US colleagues in approximately 160 countries on how US tax rules align with foreign tax law to impact client transactions
Tax Specialization
Begins to develop an understanding of the technical and practical issues and opportunities regarding International taxation and explores specializing in one or more international tax areas
Research
Identifies when research is necessary and frames issue to be researched; identifies sources of all reliable and relevant information including information tending to contradict preferred positions; accesses those sources and retrieves that information; analyzes facts and authorities; understands their weight; and reports on analysis
Assists in preparing Written Tax Advice (WTA) on international tax and cross-border transactions
Tax Compliance
Assists in obtaining required client information to utilize in the preparation of international tax compliance forms and US international informational reporting
Begins to develop a basic level of understanding of tax compliance as evidenced by:
Ability to use Firm tax compliance software to maximize efficiency in tax preparation process
Understanding international tax compliance topics such as Subpart F income, Earnings and Profits adjustments and foreign tax credits and analyzing cross-border transactions for tax return impacts, including Section 351 and Section 304 transactions, liquidations under Sections 331 and 332, and reorganizations under Section 368
Tax Technology
Utilizes tax research databases such as RIA, BNA, Lexis Nexis
Utilizes Go Systems, and other tax-related software with some supervision
ASC 740-10 Begins to develop a basic understanding of ASC 740-10 as it applies to international tax issues.
Understands and applies Firm policies, standards, and the BDO Tax Quality Manual
Other duties as required
Supervisory Responsibilities:
N/A
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelor's degree, preferred
Enrolled in a Bachelors or Master's program in Accounting, Taxation or Master of Laws (LLM ) degree program other relevant field, required
Experience:
Leadership experience, preferred
License/Certifications:
J.D. or pursuing credits towards a CPA, preferred
Software:
Proficient in the use of Microsoft Office Suite, specifically Word, Excel and PowerPoint, preferred
Experience utilizing RIA, BNA, Lexis Nexis and/or Westlaw, preferred
Language:
N/A
Other Knowledge, Skills & Abilities:
Strong written and verbal communication skills
Ability to follow instructions as directed
Ability to work effectively in a team setting
Positive attitude and willingness to learn
Seeks advice of appropriate superiors regarding issues related to compliance
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range: $40.00/hr - $45.00/hr
Colorado Range: $35.00/hr - $39.00/hr
Illinois Range: $36.00/hr - $40.00/hr
Maryland Range: $34.00/hr - $38.00/hr
Massachusetts Range: $36.00/hr - $40.00/hr
Minnesota Range: $32.00/hr - $36.00/hr
New Jersey Range: $38.00/hr - $42.00/hr
NYC/Long Island/Westchester Range: $36.00/hr - $40.00/hr
Ohio Range: $33.00/hr - $37.00/hr
Washington Range: $37.00/hr - $38.00/hr
Washington DC Range: $34.00/hr - $38.00/hr
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