Tax Accountant - Covina, United States - Ruben D Rosas Inc

    Ruben D Rosas Inc
    Ruben D Rosas Inc Covina, United States

    1 month ago

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    Job Description

    Job Description

    Due to growth, we are currently hiring for an experienced individual to join our team as a 'Tax Accountant (Enrolled Agent or CPA)'

    *Preferred Qualification(s):

    - Enrolled Agent (E.A)

    - Certified Public Accountant (CPA)

    - CTEC-Registered Tax Preparer

    Salary: Starting at $62,000 to $72,000.00 per year (Depending on Experience)

    Office Location: Covina, CA

    Job Description/Duties:

    • Preparation of tax returns for Individual, Corporate, S-Corp, LLC/LLP Partnership; additional knowledge of Non-Profit, Estate and Trust Tax Returns, a plus.
    • Advise clients based on a demonstrated knowledge and proficiency in advanced skills related to tax preparation and accounting.
    • Preparing quarterly Payroll and Sales tax returns.
    • Financial statement preparation.
    • Skilled ability to perform QuickBooks bank account reconciliations.
    • Analyze tax reporting agency notices.
    • Actively engage in client services, as needed, and complete client requests in a timely basis.
    • Be available for clients on specific tax issues or questions when required and communicate to appropriate personnel when important tax or accounting developments affect our clients.
    • Actively engage with manager and staff on various projects regarding income tax preparation, financial statements, client development and questions.
    • Excellent verbal & written communications skills.
    • Ability to work overtime and available schedule through tax season, including weekends.

    Qualifications:

    • 3+ or more accounting and/ or tax experience.
    • Preferred Qualification(s): Enrolled Agent (E.A), Certified Public Accountant (CPA), CTEC-Registered Tax Preparer
    • Strong working knowledge and experience in an accounting and/or bookkeeping role.
    • Knowledge and background in accounting and bookkeeping; experienced and proficient in QuickBooks Bank Reconciliations, recording financial transactions on QuickBooks.
    • Professional, well organized, detail-oriented skillset.
    • Clear verbal and written communication skills.
    • Strong communication skills; must be open to active engagement with clients and staff, such as daily conversations, client meetings, etc.
    • Must be able to work independently on client needs, but also contribute to overall team goals.
    • Strong analytical skills and attention to detail.
    • Positive energy level displays enthusiasm and is an active team member.
    • Ability to prioritize and manage time to meet deadlines.
    • Enjoys working in a fast-paced environment.
    • Dependable and on-time for scheduled workdays.
    • Spanish Bilingual (Recommended – a plus)

    Software Qualifications:

    • Preferred: Strong Knowledge of Lacerte tax software.
    • Working knowledge of QuickBooks Online and/or Desktop software.
    • Knowledge of Microsoft Outlook, Excel, and Word.

    Benefits/Compensation:

    • Competitive compensation based on experience.
    • Bonuses based on performance.
    • 401(k) Employer-matching retirement plan.
    • Health insurance.
    • Paid vacation.
    • Paid sick time.
    • Paid federal holidays (at discretion of management).

    Salary:

    • Salary: Starting at $62,000 to $72,000.00 per year (Depending on Experience)

    Benefits:

    • 401(k)
    • 401(k) matching
    • Health insurance
    • Paid sick time
    • Paid time off

    Schedule:

    • Full Time: 8 hour shift
    • Monday to Friday
    • Overtime options & availability
    • Weekend options & availability

    Preferred Experience:

    • Lacerte
    • QuickBooks
    • Spanish Bilingual (Recommended – a plus)

    License/Certification:

    • Enrolled Agent (E.A), Certified Public Accountant (CPA), CTEC-Registered Tax Preparer

    Position Title: Tax Accountant (Enrolled Agent or CPA)

    Company DescriptionWe are a full-service Accounting & Tax firm providing our clients with professional & personalized services and business services for both individuals and corporate clients.

    We provide the following services:
    -\tAccounting Services
    -\tIncome Taxes
    -\tTax Preparation
    -\tTax Problems
    -\tTax Representation
    -\tConsulting
    -\tBookkeeping
    -\tWe are also Certified QuickBooks ProAdvisors

    Company Description

    We are a full-service Accounting & Tax firm providing our clients with professional & personalized services and business services for both individuals and corporate clients.\r
    \r
    We provide the following services: \r
    -\tAccounting Services\r
    -\tIncome Taxes\r
    -\tTax Preparation\r
    -\tTax Problems\r
    -\tTax Representation\r
    -\tConsulting\r
    -\tBookkeeping\r
    -\tWe are also Certified QuickBooks ProAdvisors