GENWEALTH 360 · 1 month ago
Experienced Tax Preparer
Long Beach, CA
Full-time
Onsite
Mid LevelGENWEALTH 360 is a dynamic tax planning firm that prioritizes strategic financial guidance for high-net-worth clients. They are seeking a skilled and detail-oriented Tax Preparer who will accurately prepare and review various tax returns while collaborating with tax planning professionals to optimize client strategies.
AccountingFinancial ServicesLendingProfessional ServicesRetirementTax ConsultingTax Preparation
Responsibilities
Accurately prepare and review individual, business, foundation, and trust tax returns
Enter and analyze financial data to ensure compliance with tax regulations
Work closely with tax planning professionals to optimize client tax strategies
Manage multiple client accounts efficiently while meeting deadlines
Stay up to date with tax laws and industry changes to provide top-tier service
Maintain strict confidentiality and professionalism in handling sensitive financial information
Qualification
Required
Proven experience in tax preparation, particularly with high-net-worth individuals and complex returns
Strong data entry skills with attention to detail and accuracy
Ability to manage multiple tasks and prioritize work in a deadline-driven environment
Familiarity with tax software and accounting systems
Excellent communication skills and ability to work collaboratively with a team
Preferred
CPA or EA designation is a plus but not required
Benefits
401(k)
Bonus based on performance
Competitive salary
Dental insurance
Health insurance
Opportunity for advancement
Profit sharing
Training & development
Vision insurance
Company
GENWEALTH 360
Genwealth 360 offers business and financial consulting services.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase