BBSI Tax Tax Preparer for Digital-Focused Firm Canyon Lake, CA · Full time Company website

Are you a detail-oriented tax professional with a passion for small business and real estate? Our innovative tax strategy firm is seeking a skilled Real Estate Tax Preparer to join our team. We specialize in serving real estate business clients, investors and small businesses, providing personalized tax solutions in a digital-first environment. If you're dedicated to accuracy, thrive in a fast-paced setting, and excel in client communication, we want to hear from you!

Description

Are you a detail-oriented tax professional with a passion for small business and real estate? Our innovative tax strategy firm is seeking a skilled Real Estate Tax Preparer to join our team. We specialize in serving real estate business clients, investors and small businesses, providing personalized tax solutions in a digital-first environment. If you're dedicated to accuracy, thrive in a fast-paced setting, and excel in client communication, we want to hear from you!


About Us:

Our firm is at the forefront of leveraging technology to deliver exceptional tax solutions. We are committed to helping our clients achieve their financial goals through innovative and personalized tax strategies. We value integrity, excellence, and a collaborative approach to solving complex tax issues.


Responsibilities:

  • Meticulously prepare tax returns for real estate entities and investors, ensuring compliance with relevant tax laws and regulations, navigating complex tax regulations, and maximizing benefits mainly in the real estate industry.
  • Conduct all client meetings and communications electronically via secure Zoom portals, maintaining professionalism and confidentiality.
  • Deliver timely updates and responses to client inquiries, demonstrating a commitment to exceptional service and client satisfaction.
  • Collaborate effectively with internal team members to streamline processes and optimize client outcomes.


Requirements:

  • Bachelor’s degree in Accounting, Finance, or a related field.
  • EA or CPA certification preferred.
  • Minimum of 5 years of experience in tax preparation, with a focus on real estate clients and businesses.
  • Proficiency in tax preparation software (e.g., TaxAct, TaxDome), Google Docs, Sheets, Gmail etc, and Microsoft Powerpoint
  • Excellent communication skills, both verbal and written, with the ability to explain complex tax concepts clearly and concisely.
  • Strong attention to detail and accuracy, with a commitment to delivering high-quality work.


Benefits:

  • 401(k) match up to 3%
  • Long-term disability coverage for employees, 100% covered
  • Life insurance for employees, 100% covered
  • Health insurance, 75% covered for employees
  • 40 hours of paid sick or vacation time
  • Flexible work schedule: 24-40 hour work weeks with a minimum requirement of Monday to Friday (Tax Season full time will be required)


As our Real Estate Tax Strategist, you will be instrumental in ensuring the precise and efficient handling of tax matters for our real estate & small business clients.


Your core responsibilities include:

  • Meticulously preparing tax returns for real estate entities, investors and small businesses, navigating complex tax regulations and maximizing benefits mainly in the real estate industry.
  • Embracing our digital-first approach by conducting all client interactions and meetings via Zoom, ensuring seamless communication using our secure client portal.
  • Upholding our commitment to timeliness and responsiveness, providing clients with prompt updates and answers to their tax-related inquiries.


Your role is pivotal in supporting the financial success of our real estate clients, facilitating compliance with tax laws, and optimizing their tax outcomes in a dynamic and ever-evolving industry.


Opportunities for Growth:

We are committed to your professional development. Our firm offers continuous training programs and opportunities for career advancement, helping you stay ahead in the fast-changing world of tax and real estate.


Work Environment:

Join a supportive and collaborative family oriented team that values innovation and excellence. We foster a positive work environment where your contributions are recognized and valued.


Application Process:

To apply, please submit your resume in PDF format and a cover letter outlining your relevant experience and why you’re the ideal candidate for this role. Additionally, include your responses to the following homework questions in the body of your email:

  1. Explain the depreciation methods commonly used in real estate tax preparation, including their benefits and limitations.
  2. Describe the tax implications of owning rental properties versus flipping properties, highlighting key differences in deductions and taxable income.
  3. Prepare an email response to a client inquiry regarding the deductibility of home office expenses for a real estate business owner, ensuring clarity and accuracy in your explanation.


IMPORTANT Please email your application to [email protected] We won't be taking applications any other way. We look forward to learning more about you!



Salary

$24 - $30 per month