About the job Tax Preparer
Full-Charge Bookkeeper / Tax Preparer
Location : San Rafael, CA
Work Schedule : Full-Time | In-Office
We are a well-established CPA firm in Central Marin seeking a Full-Charge Bookkeeper and Tax Preparer to join our growing team. This position plays a key role in supporting multiple external clients with a variety of bookkeeping and tax services. Were looking for someone who is reliable, detail-oriented, confident, and ready to hit the ground running.
We offer a collaborative and professional work environment, with a commitment to providing exceptional service to our clients. Our employees are offered excellent growth opportunities, and have long-term tenure.
Responsibilities :
- Full-cycle bookkeeping, including accounts payable / receivable, bank deposits, and account reconciliations
 - Monthly and year-end closing, including journal entries
 - Prepare and maintain vendor files and disbursement records
 - Prepare financial statements for client review
 - Tax preparation for individuals, corporations, and partnerships
 - Work with CPA firm management on ad-hoc tasks and special projects
 
Requirements :
Bachelors degree requiredPrior experience with QuickBooks and tax preparation softwareProven ability to manage bookkeeping for multiple clientsExcellent Excel and Microsoft Word skillsExperience with Lacerte tax software is preferredEnrolled Agent (EA) designation is a plusStrong organizational skills and the ability to prioritize tasksComfortable working in a fast-paced, team-oriented environmentExcellent communication and client service skillsBenefits Include :
Paid vacation and holidaysSick leaveHealth and dental insurance401(k) with company contributionFlexible spending account (FSA)