Position Overview
Description We are looking for a meticulous and experienced Tax Staff team member to join our team in Santa Barbara, California. In this role, you will play a key part in preparing tax returns for individuals, corporations, partnerships, and trusts, while also providing essential accounting support. This is an excellent opportunity to work in a collaborative environment and contribute to the financial success of diverse clients, including small businesses and high-net-worth individuals.
Responsibilities:
β’ Prepare accurate and compliant tax returns for individuals, partnerships, corporations, and trusts.
β’ Review client financial data and source documents to ensure accuracy and identify discrepancies.
β’ Support accounting functions, including creating and posting adjusting journal entries.
β’ Utilize software such as QuickBooks, QuickBooks Online, and Sage to manage and maintain financial records.
β’ Maintain detailed and organized workpapers for internal review a...