Foronjy Financial · 1 day ago
Tax Preparer
SLO Area
Part-time
Onsite
New Grad, Entry LevelForonjy Financial is dedicated to offering customized investment advice while fostering a welcoming, family-like atmosphere for its clients. The Tax Preparer will be responsible for preparing and reviewing individual, business, trust and estate tax returns, ensuring compliance with tax laws, and maintaining accurate financial records.
AdviceFinancial ServicesRetirementWealth Management
Responsibilities
Preparing and reviewing individual, business, trust and estate tax returns
Ensuring compliance with tax laws
Maintaining accurate financial records
Analyzing financial statements
Facilitating tax document gathering and completion with clients
Staying updated on changes in tax regulations
Qualification
Required
Strong skills in Tax Preparation, bookkeeping, payroll and knowledge of Tax Laws
Proficiency in analyzing Financial Statements and preparing accurate reports
Understanding of Tax and Finance principles to support tax planning and advisory services
Attention to detail and ability to meet tight deadlines
Excellent organizational and communication skills
Preferred
Bachelor's degree in Accounting, Finance, or related field preferred
Previous experience with tax preparation software such as Quickbooks Intuit Proconnect Canopy etc
Company
Foronjy Financial
Foronjy Financial is an advisory firm that offers personalized investment advice and services to help clients achieve successful retirement.
Founded in 2015
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Bryan C. Foronjy, CFP®
Founder and Principal Wealth Manager
Company data provided by crunchbase