Tax Professional Job Openings In Monterey, CA - 5 Jobs

  • Estimated Salary

    $77,610

    Tax Professional

    Hr Block
    Salinas, CA
  • Estimated Salary

    $77,610

    Tax Professional

    Hr Block
    Seaside, CA
  • Estimated Salary

    $77,610

    NEW

    Tax Professional

    H&R Block
    Pacific Grove, CA
  • Estimated Salary

    $73,040

    NEW

    First Year Tax Professional

    H&R Block
    San Jose, CA
  • Estimated Salary

    $77,610

    NEW

    First Year Tax Professional

    H&R Block
    Carmel Valley Village, CA

Tax Professional Jobs

average

$77,610

  • Interacting With Computers
  • Processing Information
  • Getting Information
  • Evaluating Information to Determine Compliance with Standards
  • Organizing, Planning, and Prioritizing Work
  • Mostly Sitting
  • Repetitive

What does a Tax Professional do at H&R Block

* Conducting tax interviews with clients Ensuring client confidentiality and privacy Ability to prepare complex tax returns Increasing retention of all clients Offering additional products and services Actively participating in local marketing IRS audit support & attendance Generating business growth Growing tax expertise Providing mentoring and supporting teammates Other duties, as assigned 1 Based on annual revenues for sales of tax preparation products and services Education High school diploma or equivalent, and meeting all continuing education requirements of the position.
* Additional course work in math, accounting, or finance is preferred.
* Skills and Experience Experience is typically acquired through previous tax preparation, and successful completion of the H&R Block's Tax Knowledge Assessment or equivalent.
* Associate must meet H&R Block's 15-hour continuing education requirement and meet all other IRS and applicable state requirements in order to be considered eligible for employment.
* Must have strong verbal and written communication skills, and the ability to effectively communicate in person.
* Previous experience in a customer service environment is preferred.
* Knowledge and experience with a Windows based computer system is preferred.
* Experience working in a fast-paced

What does a Tax Professional do at IBM

* Lead transfer pricing projects to successful completion
* Draft intercompany legal agreements related to the global use of IBM intangible property or the provision of services
* Plan, coordinate and draft U
* S. and local country transfer pricing studies and strategies that revolve around fact gathering and economic analysis
* Interact with tax and business executives, present transfer pricing planning strategies, answer technical questions and gather data or other business information required for transfer pricing studies
* Ensure compliance with all U
* S. and non
* U.S. transfer pricing rules
* Research, draft and review legal agreements
* Oversee valuation analyses of existing or acquired intangibles
* Oversee/develop financial models to evaluate audit risks and opportunities for transfer pricing planning projects
* Oversee global transfer pricing audits and draft written responses in connection with transfer pricing inquiries from tax authorities(RG0335) Associated topics: associate, consultant, government, institutions, outsourcing, senior, senior accountant, senior associate, supervisor

What does a Tax Professional do at KPMG

Provide tax compliance and advisory services to partnerships, corporations, and S-corporations for a variety of clients from Fortune 100 to emerging businesses Work as part of a multi-disciplinary team helping to provide industry knowledge and experienceBuild and manage client relationshipsManage teams of tax professionals and assistants working on client projectsAdvise clients and be responsible for delivering high quality tax service and adviceParticipate in and contribute to market and business activities external to the firm

What does a Tax Professional do at Eide Bailly

* We are currently seeking a talented Accounting Methods
* National Tax Professional to join our National Tax Office team in any of our 29 locations! Preferences would be in the following metro areas: Minneapolis, Phoenix, Salt Lake City or Denver
* Typical Day in the LifeA typical day as an Accounting Methods
* National Tax Professional might include the following:
* Providing consulting services for accounting method-related issues including automatic and non-automatic accounting method changes, inventory, Section 199 and accounting periods
* Assisting in management and delivery of client projects, including review and analysis of client data, preparation of required supporting documents and IRS filings
* Managing client deadlines and the workflow for multiple parties, including internal and external clients
* Interfacing with clients and approaching client interactions with maturity and discretion
* Participating in professional association meetings and forums
* Demonstrating excellent team skills, positive attitude and high ethical standards

What does a Tax Professional do at TD&T CPAs and Advisors, PC

* Review individual and business tax returns and research tax issues Lead, supervise, and train staff members Expand services to existing clients and develop new business relationships 5+ years of tax experience in a public accounting firm Bachelor s degree in Accounting, Finance, etc.
* CPA Certification preferred but not required Experience should reflect ability to handle complex tax issues Experience managing client relationships Strong interpersonal skills and strong team building skills TD&T provides a competitive wage and benefits package.
* Join a firm who invests in you and your career.
* Qualified applicants please email your resume to [Click Here to Email Your Resum ].
* Associated topics: assurance, audit, certified public accountant, financial services, firm, public accounting, soc, sr, supervisor

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how to become a Tax Professional

Most accountants and auditors need at least a bachelor’s degree in accounting or a related field. Certification within a specific field of accounting improves job prospects. For example, many accountants become Certified Public Accountants (CPAs).  

Education

Most accountant and auditor positions require at least a bachelor’s degree in accounting or a related field. Some employers prefer to hire applicants who have a master’s degree, either in accounting or in business administration with a concentration in accounting.

A few universities and colleges offer specialized programs, such as a bachelor’s degree in internal auditing. In some cases, those with associate’s degrees, as well as bookkeepers and accounting clerks who meet the education and experience requirements set by their employers, get junior accounting positions and advance to accountant positions by showing their accounting skills on the job.

Many colleges help students gain practical experience through summer or part-time internships with public accounting or business firms.

Licenses, Certifications, and Registrations

Every accountant filing a report with the Securities and Exchange Commission (SEC) is required by law to be a Certified Public Accountant (CPA). Many other accountants choose to become a CPA to enhance their job prospects or to gain clients. Many employers will often pay the costs associated with the CPA exam.

CPAs are licensed by their state’s Board of Accountancy. Becoming a CPA requires passing a national exam and meeting other state requirements. Almost all states require CPA candidates to complete 150 semester hours of college coursework to be certified, which is 30 hours more than the usual 4-year bachelor’s degree. Many schools offer a 5-year combined bachelor’s and master’s degree to meet the 150-hour requirement, but a master’s degree is not required.

A few states allow a number of years of public accounting experience to substitute for a college degree.

All states use the four-part Uniform CPA Examination from the American Institute of Certified Public Accountants (AICPA). Candidates do not have to pass all four parts at once, but most states require that they pass all four parts within 18 months of passing their first part.

Almost all states require CPAs to take continuing education to keep their license.

Certification provides an advantage in the job market because it shows professional competence in a specialized field of accounting and auditing. Accountants and auditors seek certifications from a variety of professional societies. Some of the most common certifications are listed below:

The Institute of Management Accountants offers the Certified Management Accountant (CMA) to applicants who complete a bachelor’s degree. Applicants must have worked at least 2 years in management accounting, pass a two-part exam, agree to meet continuing education requirements, and comply with standards of professional conduct. The exam covers areas such as financial statement analysis, working-capital policy, capital structure, valuation issues, and risk management. 

The Institute of Internal Auditors (IIA) offers the Certified Internal Auditor (CIA) to graduates from accredited colleges and universities who have worked for 2 years as internal auditors and have passed a four-part exam. The IIA also offers the Certified in Control Self-Assessment (CCSA), Certified Government Auditing Professional (CGAP), Certified Financial Services Auditor (CFSA), and Certification in Risk Management Assurance (CRMA) to those who pass the exams and meet educational and experience requirements.

ISACA offers the Certified Information Systems Auditor (CISA) to candidates who pass an exam and have 5 years of experience auditing information systems. Information systems experience, financial or operational auditing experience, or related college credit hours can be substituted for up to 3 years of experience in information systems auditing, control, or security.

For accountants with a CPA, the AICPA offers the option to receive any or all of the Accredited in Business Valuation (ABV), Certified Information Technology Professional (CITP), or Personal Financial Specialist (PFS) certifications. The ABV requires a written exam, completion of at least six business valuation projects, and 75 hours of continuing education. The CITP requires 1,000 hours of business technology experience and 75 hours of continuing education. Candidates for the PFS also must complete a certain amount of work experience and continuing education, and pass a written exam.

Advancement

Some top executives and financial managers have a background in accounting, internal auditing, or finance.

Beginning public accountants often advance to positions with more responsibility in 1 or 2 years and to senior positions within another few years. Those who excel may become supervisors, managers, or partners; open their own public accounting firm; or transfer to executive positions in management accounting or internal auditing in private firms.

Management accountants often start as cost accountants, junior internal auditors, or trainees for other accounting positions. As they rise through the organization, they may advance to accounting manager, chief cost accountant, budget director, or manager of internal auditing. Some become controllers, treasurers, financial vice presidents, chief financial officers, or corporation presidents.

Public accountants, management accountants, and internal auditors can move from one aspect of accounting and auditing to another. Public accountants often move into management accounting or internal auditing. Management accountants may become internal auditors, and internal auditors may become management accountants. However, it is less common for management accountants or internal auditors to move into public accounting.

Important Qualities

Analytical skills. Accountants and auditors must be able to identify issues in documentation and suggest solutions. For example, public accountants use analytical skills in their work to minimize tax liability, and internal auditors use these skills to detect fraudulent use of funds.  

Communication skills. Accountants and auditors must be able to listen carefully to facts and concerns from clients, managers, and others. They must also be able to discuss the results of their work in both meetings and written reports.

Detail oriented. Accountants and auditors must pay attention to detail when compiling and examining documentation.

Math skills. Accountants and auditors must be able to analyze, compare, and interpret facts and figures, although complex math skills are not necessary.

Organizational skills. Strong organizational skills are important for accountants and auditors who often work with a range of financial documents for a variety of clients.

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Tax Professional Videos

Advantages of a Career as a Tax Professional

What It's Like To Be a Tax Accountant - Big Four Public Accounting (@RosendaleWrites)

A day in the life of a Tax associate

Real Tax Professional Salaries

Get paid what you deserve

Job Title Company Location Start Date Salary
SR. Tax Professional I Bank of America Corporation Charlotte, NC Oct 12, 2010 $60,000 -
$80,000
Tax Professional The Bollard Group LLC Boston, MA Sep 10, 2014 $51,000
Tax Professional The Bollard Group LLC Boston, MA Sep 16, 2014 $51,000
Staff Accountant and Tax Professional Law Office of Lori Silver Monterey, CA Jul 11, 2012 $49,900
Tax Professional Lifetime Tax Advisors, Inc. Rockwall, TX Aug 25, 2016 $45,977
Tax Professional Bazilio Cobb Associates, P.C. Washington, DC Sep 03, 2014 $40,000
Income Tax Preparer Joseph Tax & Consulting Services, LLC New York, NY Feb 11, 2013 $40,000

Top Skills for a Tax Professional

Know what it takes to get the job done

IndividualTAXReturnsStateIncomeTaxesIncomeTAXPreparationIncomeTAXReturnsIRSTAXLAWHandbooksSmallBusinessOwnersCustomerServiceTAXFormCompletionTAXSeasonHRBlockAssistanceDataEntryTaxableIncomeDeductibleExpensesAuditStateTAXReturnsTAXQuestionsTAXPlanning

Top Tax Professional Skills

Many of the most in demand skills for tax professional jobs include:
  1. Individual TAX Returns
  2. State Income Taxes
  3. Income TAX Preparation
The following examples show how job seekers include the top skills on their resumes:
  • Prepared almost 100 individual tax returns
  • Assisted elderly and low/medium income individuals to prepare their federal & state income taxes using TaxWise.
  • Serve as an income tax preparation volunteer at Temple University's Ambler campus.
  • Prepared and filed income tax returns for low-income taxpayers.
  • Assisted clients with IRS correspondence and answered client queries regarding tax code and appropriate deductions.

TAX LAW Handbooks, TAX Season, Assistance, TAX Form Completion, Deductible Expenses, R Block, Data Entry, Income TAX Returns, Small Business Owners, State TAX Returns, State Income Taxes, TAX Planning, Audit, Income TAX Preparation, Customer Service, H, IRS, Taxable Income, TAX Questions, Individual TAX Returns

Top Tax Professional Employers

Find the best employers to advance your career

Top 10 Tax Professional Employers

Tax Professional positions seems to be very popular at H&R Block where they currently get hired the most.

The data shows that these companies have high demand for Tax Professional candidates:
  1. Liberty Tax Service
  2. Jackson Hewitt
  3. IRS
  4. Jackson Hewitt Tax Service

In total, 10 firms have active employees for Tax Professional positions.

H&R Block, Liberty Tax Service, Jackson Hewitt, IRS, Jackson Hewitt Tax Service, America's Best Security Services, Volunteer Income Tax Assistance, Internal Revenue Service, Flash Tax Service, Vita

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