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!