Job Description

Job Description

Job Description

Tax Preparer/Tax Staff Trainer

Location: Concord, CA (Travel Required)

Salary Range: $90-105k

Full-Time, Onsite

Direct Hire

We are seeking an experienced Tax Preparer/Trainer to join a stable full-service tax firm dedicated to providing exceptional service to clients. In this dual role, you will split your time between preparing complex tax returns and training staff to ensure high-quality tax preparation processes.

If you have a strong background in tax regulations, excellent communication skills, and a passion for coaching and developing others, we want to hear from you! Apply now or call Aileen at (888) 303-5627 to explore this opportunity.

Key Responsibilities:

• Prepare and review individual, corporate, and partnership tax returns, ensuring compliance with all federal, state, and local tax regulations.
• Offer tax planning advice and conduct in-depth tax research to resolve complex issues while ensuring timely and accurate filing of tax returns.
• Communicate with clients on tax-related matters, addressing questions and providing support as needed, while staying informed on changes in tax laws and regulations.
• Create and present training sessions on tax preparation processes and recent tax law changes, while designing onboarding programs for new tax preparers and bookkeepers.
• Mentor junior tax professionals by providing guidance and assistance with tax preparation tasks, and evaluate the effectiveness of training programs, updating materials as needed.
• Travel to different office locations to conduct in-person training sessions and act as a resource for staff during peak tax seasons.

Key Qualifications:

• 5+ years of experience in tax preparation, handling individual, corporate, and partnership returns.
• CPA License a plus
• Proven experience in mentoring or staff training is highly desirable.
• Strong communication skills, both written and verbal, with the ability to explain complex tax concepts to various audiences.
• Ability to multitask and manage multiple deadlines efficiently.
• Proficient in tax software such as Lacerte and UltraTax, along with Microsoft Office.
• Willingness to travel for work-related purposes each month.

Benefits:

• Comprehensive Health, Dental, and Vision Insurance to support your well-being.
• 401(k) with Company Match to help secure your financial future.
• Generous paid time off to relax and recharge.
• Continuing education and training opportunities to foster your professional growth.

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Dynamic provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

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