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Tax Preparer

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Reason Financial

2021-12-03 13:50:35

Job location San Diego, California, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Tax Manager


About us:


As financial and tax professionals, we have an innate sense of goodness. At Reason Financial, we hold this virtue collectively as a team and as stewards of individual and group finances. It is a personal commitment we make, and the pursuit is filled with curiosity, learning, creativity, and life-long friendships. This gives us purpose in who we are.


Job Responsibilities:


  • Prepare individual, partnership, C Corp, S Corp, and Trust tax returns from start to finish.
  • Communicate with taxing authorities regarding notices, exams, and other issues.
  • Perform tax research when applicable.
  • Prepare and post journal entries.
  • Maintain general ledger records.
  • Prepare and review financial statements/documents to ensure accuracy.
  • Manage multiple client relationships.
  • Efficiently track and manage time.


Required Skills:


  • Current working knowledge of tax code
  • Proficiency with either/and Lacerte/UltraTax
  • Proficiency with Excel.
  • Working knowledge of QuickBooks
  • Competency in tax planning and projections
  • Analytical skills with attention to detail
  • Strong interpersonal communication skills
  • Flexibility to adapt to a continuously growing firm.


Desired Experience:


  • Minimum of 7 years accounting experience at a tax firm
  • Proficiency with UltraTax or Lacerte
  • EA or CPA required



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