Tax Preparer needed for SF CPA Firm!

About Us

We are a client-focused CPA advisory firm seeking an experienced tax professional to join our remote team. We offer a modern work environment with a strong emphasis on work-life balance and professional growth. Our firm specializes in providing comprehensive fractional CFO , and advisory services, focusing on building long-term client relationships.

Position Overview

We're seeking a dedicated P/T tax preparer with strong California tax expertise. While our tax volume is manageable, we prioritize exceptional client service and attention to detail. This role offers the perfect opportunity for a seasoned professional looking to join a forward-thinking firm that values both expertise and work-life balance.

Required Qualifications
?? EA or CPA certification (active and in good standing)
?? 3-5 years of tax preparation experience
?? Strong knowledge of California tax laws and regulations
?? Extensive experience with individual and business tax returns
?? Proven track record of excellent client service
?? Proficiency with cloud-based accounting applications (QBO, Proconnect, Karbon)
?? Strong organizational and time management skills
?? Excellent written and verbal communication abilities

Preferred Qualifications
?? Experience with remote work environments
?? Knowledge of current tax technology trends
?? History of maintaining client relationships
?? Background in paperless tax preparation

Compensation & Benefits
?? Competitive hourly rate: $30-$40, based on experience
?? 100% remote work opportunity
?? Home office reimbursement
?? Group retirement plan eligibility (after 90 days)
?? Tax season bonus
?? Flexible schedule

Essential Responsibilities
?? Prepare and review individual tax returns with high accuracy
?? Ensure compliance with California tax regulations
?? Maintain clear, proactive communication with clients
?? Collaborate effectively with team members remotely
?? Utilize cloud-based tax preparation software
?? Provide exceptional customer service
?? Meet all tax deadlines consistently
?? Stay current with tax law changes and updates

What We Offer
?? Fully remote work environment
?? Flexible scheduling options
?? Professional development opportunities
?? Supportive team atmosphere
?? Modern, cloud-based tools
?? Growth potential within the firm
?? Collaborative, non-bureaucratic environment

Application RequirementsRequired Documents
?? Detailed Resume
?? Cover Letter
?? LinkedIn Profile URL
?? Active EA/CPA license number

Job Type: Part-time

Pay: $30.00 - $40.00 per hour

Expected hours: 15 ?? 20 per week

Benefits:
?? 401(k)
?? 401(k) matching
?? Flexible schedule
?? Paid time off
?? Professional development assistance
?? Retirement plan

Compensation Package:
?? Bonus opportunities
?? Hourly pay
?? Performance bonus

Application Question(s):
?? You have two hours left in your workday. You receive: an IRS notice requiring immediate response, a complex crypto tax question from your best client, and a California residency audit notification. What's your exact plan for the next 120 minutes?
?? You're working remotely and your internet goes down for 3 hours during tax season. What's your backup plan?
?? What's your process for reviewing your own work before submission?

License/Certification:
?? CPA or EA (Required)

Work Location: Remote

Apply Job!