Job Description
Company Description
Deborah Schwartz, Inc., located in Los Angeles, CA, offers expert taxation, business consulting, and bookkeeping services. Led by Deborah Schwartz, an Enrolled Agent with a Master's in Taxation from Baruch College, the firm upholds a legacy of excellence built over decades. Since assuming leadership in 2016, Deborah and her team have established a reputation for providing personalized, high-quality tax services to a diverse and loyal clientele. Clients value the firm’s thoughtful expertise and commitment to accuracy, reliability, and tailored support.
Ideal candidate - Full-Time, Year-Round Long Term
• Additional Seasonal Positions available for part-time income tax preparers
Job Summary
We are seeking a detail-oriented, experienced Tax Preparer to join our team in Los Angeles. The ideal candidate will assist with the accurate and timely preparation of individual, business, trust, and local tax returns. You will guide clients through complex tax situations, identify deductions to maximize returns, and ensure strict compliance with all tax codes.
Job Duties
Tax Preparation & Compliance
• Income Tax: Prepare accurate individual (Form 1040), trust (1041), and small business (Forms 1065, 1120, 1120S) tax returns using Lacerte software.
• Review: Gather and organize client documentation; review financial records and income statements to verify accuracy and completeness.
• Sales & Payroll Tax: Prepare and file sales and use tax returns with the CDTFA; remit timely quarterly/monthly prepayments. File quarterly and annual payroll tax returns and calculate required tax deposits.
• Business Licensing: Facilitate new company formations, ensure ongoing Secretary of State compliance, and file annual City of LA business license renewals.
Client Communication & Representation
• Provide basic tax planning and advice to minimize future liabilities.
• Manage client inquiries via email and phone with a professional, helpful tone.
• Act as Power of Attorney to contact the IRS/State authorities to resolve issues, obtain transcripts, and respond to notices.
Accounting & Bookkeeping
• Perform monthly/quarterly bookkeeping in QuickBooks and Quicken.
• Handle data entry, bank reconciliations, and general ledger reviews to produce accurate financial statements for tax compliance.
• Manage client inquiries via email and phone with a professional, helpful tone.
• Act as Power of Attorney to contact the IRS/State authorities to resolve issues, obtain transcripts, and respond to notices.
Required Qualifications
• Licensure: Enrolled Agent (EA) or CPA is required.
• Credentials: A valid Preparer Tax Identification Number (PTIN).
• Experience: 5+ years of professional tax preparation experience.
• Software Proficiency: Mastery of Lacerte, QuickBooks, Quicken, and Microsoft Excel.
• Skills: Strong written and verbal communication skills; exceptional time management; and a high degree of accuracy in data analysis.
Compensation & Schedule:
• This is a long-term, year-round position.
• Rate is commensurate with experience.
• Seasonal Balance: Must be able to work extended hours during peak tax seasons. In exchange, we offer a flexible schedule and generous time off during slower periods.
Job Types: Full-time, Part-time, Seasonal
Pay: $34.00 - $55.00 per hour
Work Location: Hybrid remote in Los Angeles, CA 90066
Deborah Schwartz, Inc., located in Los Angeles, CA, offers expert taxation, business consulting, and bookkeeping services. Led by Deborah Schwartz, an Enrolled Agent with a Master's in Taxation from Baruch College, the firm upholds a legacy of excellence built over decades. Since assuming leadership in 2016, Deborah and her team have established a reputation for providing personalized, high-quality tax services to a diverse and loyal clientele. Clients value the firm’s thoughtful expertise and commitment to accuracy, reliability, and tailored support.
Ideal candidate - Full-Time, Year-Round Long Term
• Additional Seasonal Positions available for part-time income tax preparers
Job Summary
We are seeking a detail-oriented, experienced Tax Preparer to join our team in Los Angeles. The ideal candidate will assist with the accurate and timely preparation of individual, business, trust, and local tax returns. You will guide clients through complex tax situations, identify deductions to maximize returns, and ensure strict compliance with all tax codes.
Job Duties
Tax Preparation & Compliance
• Income Tax: Prepare accurate individual (Form 1040), trust (1041), and small business (Forms 1065, 1120, 1120S) tax returns using Lacerte software.
• Review: Gather and organize client documentation; review financial records and income statements to verify accuracy and completeness.
• Sales & Payroll Tax: Prepare and file sales and use tax returns with the CDTFA; remit timely quarterly/monthly prepayments. File quarterly and annual payroll tax returns and calculate required tax deposits.
• Business Licensing: Facilitate new company formations, ensure ongoing Secretary of State compliance, and file annual City of LA business license renewals.
Client Communication & Representation
• Provide basic tax planning and advice to minimize future liabilities.
• Manage client inquiries via email and phone with a professional, helpful tone.
• Act as Power of Attorney to contact the IRS/State authorities to resolve issues, obtain transcripts, and respond to notices.
Accounting & Bookkeeping
• Perform monthly/quarterly bookkeeping in QuickBooks and Quicken.
• Handle data entry, bank reconciliations, and general ledger reviews to produce accurate financial statements for tax compliance.
• Manage client inquiries via email and phone with a professional, helpful tone.
• Act as Power of Attorney to contact the IRS/State authorities to resolve issues, obtain transcripts, and respond to notices.
Required Qualifications
• Licensure: Enrolled Agent (EA) or CPA is required.
• Credentials: A valid Preparer Tax Identification Number (PTIN).
• Experience: 5+ years of professional tax preparation experience.
• Software Proficiency: Mastery of Lacerte, QuickBooks, Quicken, and Microsoft Excel.
• Skills: Strong written and verbal communication skills; exceptional time management; and a high degree of accuracy in data analysis.
Compensation & Schedule:
• This is a long-term, year-round position.
• Rate is commensurate with experience.
• Seasonal Balance: Must be able to work extended hours during peak tax seasons. In exchange, we offer a flexible schedule and generous time off during slower periods.
Job Types: Full-time, Part-time, Seasonal
Pay: $34.00 - $55.00 per hour
Work Location: Hybrid remote in Los Angeles, CA 90066
💡 Quick Summary
Seeking a career-building opportunity? The Tax Preparer (EA or CPA) position is now open for candidates interested in the Legal Jobs sector. This role in Los Angeles offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Legal Jobs is a plus.
