Tax Preparer Digital-Focused Firm

BBSI Tax Tax Preparer for Digital-Focused Firm Canyon Lake, CA

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!

Beaubien Business Services, Inc's purpose is to help clients in small businesses, real estate and other services based businesses learn how they can save money on taxes and everyday expenses. Teaching clients to work remote.

• 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.

• 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., Tax Act, Tax Dome), 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.
• 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)

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.

• Be part of a technology-savvy firm that values innovation.
• Work in a supportive environment where communication is key.
• 3 months in office probation period then enjoy a flexible work schedule that promotes work-life balance. Quarterly in office meetings may be required.
• Benefit from comprehensive health and financial benefits.

Compensation:
Negotiable, depends on your experience. Includes benefits, commission and bonuses