Top 37 Tax preparers Jobs in Montclair, Ca

Tax Planning / Preparer
Vosberg Wealth Management —Glendora, CA
- $60,000 - $100,000 a year
- Full-time
- CPA
- 5 years
- Office
- Paid holidays
- Health insurance
Quick Apply
1d
Tax Preparer – In-Store
Intuit —Ontario, CA
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Tax Preparer – In-Store
Intuit —Fullerton, CA
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Tax Preparer – In-Store
Intuit —Brea, CA
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Tax Preparer – In-Store
Intuit —Corona, CA
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Experienced Tax Preparer
Jackson Hewitt - HEJ —Upland, CA
- $19 - $20 an hour
- Full-time
- Customer service
- Computer literacy
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
2d
Experienced Tax Preparer
Jackson Hewitt - HKK —Brea, CA
- $19 - $22 an hour
- Full-time
- Customer service
- Computer literacy
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
2d
Tax Preparer Assistant - Franchise Location
H&R Block —Pasadena, CA
- $22 - $25 an hour
- Full-time
- Windows
- High school diploma or GED
- Math
8d
Tax Preparer- Managed Operations CA
JTH Tax LLC —Garden Grove, CA
- $17.40 - $25.40 an hour
- Overtime
- Mid-level
- Office
- Finance

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Accountant CPA EA
Confidential —Upland, CA
Proficiency in cash and accrual accounting, along with the ability to understand and create journal entries and trend financial statements is a MUST.
$72,000 - $105,000 a year
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Tax Accountant - In-Store
Intuit —Ontario, CA
Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.
$32.50 - $36.00 an hour

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Experienced Tax Preparer
RHW CPAs —Dublin, OH
You'll prepare a high volume of individual and small-business returns (1040s, 1120s, 1120-S, and 1041s) in UltraTax CS and the Thomson Reuters Tax and…
$85,000 - $110,000 a year
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8d
Tax Preparer
Peak Retirement Planning, Inc. —Columbus, OH
Ensure compliance with all federal and state tax regulations. Help clients understand their tax liabilities and filing obligations.
$60,000 - $150,000 a year
Quick Apply

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Tax Planning / Preparer

Vosberg Wealth Management
Glendora, CA

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Job Details

Full-time
$60,000 - $100,000 a year
1 day ago

Benefits

Paid holidays
Health insurance
Dental insurance
401(k)
Paid time off
401(k) matching
Retirement plan

Qualifications

Customer communication
CFP
CPA
Interpersonal skills
Attention to detail
Enrolled Agent

Full Job Description

Position: Tax Planner & Preparer (Year-Round)

Firm: Vosberg Wealth Management

Location: Glendora, CA

About Us:

Vosberg Wealth Management is a retirement-focused financial planning practice based in Glendora, CA. We specialize in helping individuals over 50 navigate retirement with confidence — covering everything from retirement income planning and Social Security to tax planning, Medicare, and investment management. As a fiduciary, we are committed to providing independent, personalized advice in the best interest of every client we serve. We integrate tax planning and tax preparation directly into our clients' financial plans, rather than treating tax season as a standalone event.

Overview:

We are looking for a knowledgeable, detail-oriented Tax Planner & Preparer to join our team in a full-time, year-round capacity. Unlike a seasonal tax role, this position weaves tax strategy into ongoing financial planning — you will prepare client returns during filing season and, throughout the rest of the year, work proactively with our advisors and clients on tax strategies tied to retirement. This is a true seat at the planning table, where your expertise directly shapes client strategy rather than just their return.

What You'll Do:

● Prepare and review individual federal and state tax returns for clients

● Manage the client document collection and review process during tax season

● Identify retirement-specific deductions, credits, and issues (Social Security taxation, RMDs, IRMAA, QCDs, cost basis on investment accounts)

● Partner with our financial advisors to build tax strategies into clients' retirement plans

● Model and recommend Roth conversion strategies, withdrawal sequencing, and tax-bracket management for retirees

● Advise on tax-efficient charitable giving (QCDs, donor-advised funds), tax-loss harvesting, and capital gains planning

● Monitor tax law changes and proactively flag planning opportunities or risks for clients

● Participate in client meetings alongside advisors to explain tax strategy and answer client questions

● Help develop firm-wide tax planning processes and educational content for clients

What We're Looking For:

● CPA or EA required

● 5+ years of tax preparation experience; experience with tax planning (not just filing) strongly preferred

● Deep familiarity with retirement-related tax topics: Social Security taxation, RMDs, IRA/401(k) distributions, Roth conversions, Medicare IRMAA

● Comfortable working closely with financial advisors as part of an integrated planning team, not a siloed tax role

● Strong client communication skills — able to explain tax strategy clearly to non-tax-expert clients

● Proficiency with professional tax software and financial planning tools

● PFP or CFP® is a plus

What You'll Get:

Pay & Perks:

● Base salary DOE

● Performance bonus potential

● 401(k) with match

● Benefits package (health, dental)

● Paid time off and paid holidays

Schedule:

In office: Monday – Friday, 8:30am – 5:00pm

Pay: $60,000.00 - $100,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Retirement plan

Work Location: In person

Quick Apply

Refine Your Search

tax preparers jobs in montclair, ca

Tax Planning / Preparer

Tax Preparer – In-Store

Tax Preparer – In-Store

Tax Preparer – In-Store

Tax Preparer – In-Store

Experienced Tax Preparer

Experienced Tax Preparer

Tax Preparer Assistant - Franchise Location

Tax Preparer- Managed Operations CA

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