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:
• Prepare accurate and compliant tax returns for individuals, partnerships, corporations, and trusts.
• Review client financial data and source documents to ensure accuracy and identify discrepancies.
• Support accounting functions, including creating and posting adjusting journal entries.
• Utilize software such as QuickBooks, QuickBooks Online, and Sage to manage and maintain financial records.
• Maintain detailed and organized workpapers for internal review a...