Herbert Financial Group · 1 month ago
Tax Preparer (Junior–Senior Level)
Monrovia, CA
Full-time
Onsite
New Grad, Entry, Mid, Senior Level
$55K/yr - $70K/yr
0+ years expHerbert Financial Group is a boutique tax and advisory firm providing sophisticated compliance and proactive tax planning services. They are seeking a Tax Preparer at various levels to prepare federal and state tax returns, support advanced tax planning initiatives, and collaborate closely with senior advisors and clients.
AdviceFinancial ServicesInsuranceRetirementWealth Management
Responsibilities
Prepare accurate and timely federal and state tax returns for individuals and businesses (Forms 1040, 1065, 1120-S, 1120)
Prepare extensions, amended returns, and estimated tax calculations
Assemble workpapers and supporting schedules with strong documentation standards
Reconcile tax returns to bookkeeping records and financial statements
Identify potential tax issues and planning opportunities
Respond to IRS and state notices
Maintain strict confidentiality and professional standards
Qualification
Required
Bachelor's degree in Accounting, Finance, or related field
Proficiency in professional tax software (e.g., Intuit ProConnect, Lacerte, CCH Axcess)
Strong Excel skills for reconciliations and analytical schedules
Experience with QuickBooks Online or similar accounting platforms
Exceptional attention to detail and accuracy
Strong analytical and research skills
Clear and professional written and verbal communication
Ability to manage multiple deadlines in a fast-paced environment
High ethical standards and commitment to client confidentiality
Team-oriented mindset with a proactive approach to problem-solving
Prepare accurate and timely federal and state tax returns for individuals and businesses (Forms 1040, 1065, 1120-S, 1120)
Prepare extensions, amended returns, and estimated tax calculations
Assemble workpapers and supporting schedules with strong documentation standards
Reconcile tax returns to bookkeeping records and financial statements
Identify potential tax issues and planning opportunities
Respond to IRS and state notices
Maintain strict confidentiality and professional standards
Preferred
EA eligibility or active pursuit preferred
EA or CPA designation strongly preferred
CPA or EA required
Company
Herbert Financial Group
Herbert Financial Group is a financial service company that specializes in wealth management, retirement, insurance, and estate planning.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Timothy Herbert
Founder & Wealth Advisor
Company data provided by crunchbase