Job Title: Enrolled Agent / CPA
Location: San Diego, CA
Company: Mission Hills Financial
We are a growing financial planning firm in the beautiful Mission Hills area of San Diego. In addition to financial planning, we offer tax planning/preparation, estate planning and investment services for our clients. Our staff of 5 work closely together to ensure our clients are truly taken care of. We are a hard-working group and provide a pleasant low-stress environment. While the job description is below, personality and a pleasant office demeanor with the ability to relate to our 55+ clientele age group is key.
We prepare approx. 700 tax returns, mix of personal and business. Additionally, we have about 25 corporate bookkeeping/payroll clients. This is a Full-Time position as a tax preparer which includes some bookkeeping. The ideal candidate would become the tax manager and supervise the tax side of our business.
You MUST have the following:
- 5+ years accounting/bookkeeping
- Have prepared tax returns for the past 5 seasons, individuals a must, business a plus
- EA/CPA
- Proficient in QuickBooks and excel. Drake software a plus, not required.
- Organizational and communication skills must be excellent
Benefits:
- Medical insurance
- Long-Term Disability
- 401K benefits
- Bonus Opportunities and a Great Working Environment
Additional Compensation:
- Bonuses
- Pay based on experience
Benefits:
- Health insurance
- Dental insurance
- Vision insurance
- Retirement plan
- Paid time off
- Professional development assistance
This Company Describes Its Culture as:
- Stable -- traditional, stable, strong processes
- Detail-oriented -- quality and precision-focused
- People-oriented -- supportive and fairness-focused
PTIN Certification:
Schedule:
Job Type: Full-time
Pay: $70,000.00 - $80,000.00 per year
Benefits:
- 401(k)
- Continuing education credits
- Health insurance
- License reimbursement
- Paid sick time
- Paid time off
- Professional development assistance
Experience level:
Schedule:
- 8 hour shift
- Monday to Friday
- Year round work
Education:
Experience:
- Tax Preparation: 5 years (Required)
License/Certification:
Work Location: In person
