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TAX PREPARER WANTED:

Dodd Priority Bookkeeping & Tax

Seeking Tax Preparer for Tax Season 2020
30-40 hours during tax season (February – April 15)
Maybe a small amount of hours in January.
Could lead to part time work after tax season.

Qualifications:

  • CTEC certification minimum requirement
  • Valid PTIN required
  • Experience in accounting, finance, or bookkeeping
  • Experience preparing Individual tax returns. Must be familiar with the common schedules found in both the 1040 & 540.
  • Experience working in a fast-paced environment.
  • Ability to effectively communicate in person and in writing.
  • Detail oriented. Must work well with other and independently.
  • Experience using Ultra Tax preferred.
  • Positive attitude, good customer service, and communication skills.

The Tax Man

TAX PREPARER / ENROLLED AGENT WANTED:

Established personal income tax return office has an opening for an Enrolled Agent with 3 to 5 years of experience. Skills needed:

  • knowledge of Lacerte software
  • a neat, clean, orderly approach to work
  • computer skills
  • excellent customer service

Tax season hours to be determined, but at least 20 hrs per week. Starting pay $22 per hour and reviewed after two weeks. Our office is located in the Northern Fremont district, so please consider traffic. Please send your resume to janiceea@aol.com and include your phone number.

 TAX PRACTICE WANTED FOR PURCHASE:

TAX PRACTICE AVAILABLE FOR SALE:

Campbell Tax & Financial Services

  • In business since 1990
  • Location- 1690 Tarragon Dr. Gilroy CA
  • Telephone # (408) 842-7727
  • Email address – rmartinez@campbelltax.com
  • 200 Tax clients in 2018 tax season (San Jose, South Bay, Out of state/Country)
  • 2018 Gross Receipts $60,000
  • Filing process:
    • Majority of clients live out of town
    • Tax organizers mailed to each client during first week of new year
    • One quarter of clients call for in office appointments
    • Three quarters of clients mail back Tax organizer
    • Tax returns are prepared based on Tax organizers input data
    • Tax returns are reviewed with client by phone and changes/corrections are made
    • Copy of tax return and E-file authorization form sent to client for signature
    • Tax return is E-filed upon receipt of signed E-file authorization and tax preparation payment

OFFICE SPACE WANTED:

OFFICE SPACE AVAILABLE:

CERTIFIED FINANCIAL PLANNER:

MARKETING / WEB SERVICES AVAILABLE: