Tax Preparer / Tax AssociateEmployment Type: Contract-to-HireExperience Level: 2–5 YearsAbout the OpportunityJoin a growing CPA firm in Silicon Valley seeking a motivated Tax Preparer / Tax Associate with hands-on individual tax return experience and a desire to build a long-term career in public accounting. This is an excellent opportunity to work directly with an experienced CPA, gain exposure to a growing client base, and take on increasing responsibility as the firm expands.The ideal candidate has completed at least 2–3 tax seasons, brings a strong foundation in individual tax preparation, and is eager to grow beyond day-to-day tax support into a more independent client-facing and tax preparation role.Key ResponsibilitiesSupport the CPA with day-to-day tax preparation and administrative workflows, including organizing and processing client tax documents.Review uploaded client documentation for completeness and accuracy, identify outstanding items, and prepare open-item lists for clients.Coordinate directly with clients to request missing documentation, clarify information, and keep tax engagements moving forward.Consolidate client documents and supporting schedules into organized PDF files and maintain accurate electronic client records.Prepare tax files for CPA review and assist with addressing review notes and following up on outstanding client items.Assist with individual income tax return preparation and gradually take on additional tax-related responsibilities as experience and proficiency grow.Support tax workflow management, deadlines, and client communications throughout the tax season and year-round.Identify opportunities to improve processes, streamline workflows, and leverage technology to increase efficiency.
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