Accountant/Tax Preparer

Redlands, CA 92373

Posted: 12/02/2022 Industry: Internal Job Number: 43816 Pay Rate: $55000.00-85000.00

Job Description

Investment Firm in Redlands, Ca is seeking an Accountant/Tax Preparer to join their team.

Why work here?

  • Competitive Pay
  • Direct Hire - Full Time
  • Generous Benefits Package - Vision, Medical, Vacation, 401(k)
  • Work life balance with an alternative work schedule. Work remote one day a week. Short day every Friday.
  • Surround yourself working professionals striving to meet a common goal.

What do you need to Qualify?

  • GAAP: 5 years (Required)
  • Excellent Analytical skills
  • Understanding of Tax (B.A.T) reporting

Preferred Qualifications:

  • Tax: 3 years (Preferred)
  • 501(c)3 accounting: 1 year (Preferred)
  • S-Corp Tax Prep: 1 year (Preferred)
  • C-Corp Tax Prep: 1 year (Preferred)
  • LLC Tax Prep: 3 years (Preferred)


  • CPA (Preferred)
  • Enrolled Agent with active PTIN (Preferred)

What a day as an Accountant/Tax look like?

  • Working on client accounting files to provide accuracy relevant to Bookkeeping, Accounting, and Tax (B.A.T.) reporting.
  • You will provide essential accounting services, in order to adequately update and manage client s financial documents and records.
  • Work closely with Case Managers and Client Services Accounting Manager, ensuring client financials are in conjunction with any financial strategies recommended.
  • In addition, you, will provide excellent analytical skills, while following proper accounting principles using GAAP accounting guidelines.
  • Review client QB files to ensure accurate reporting, categorization, and representation.
  • The accountant will also work directly with clients, external bookkeepers, CPA s, and tax preparers as needed in an accountant capacity.

Additional Responsibilities:

  • Verifying, allocating, and reconciling client accounts
  • Analyzing financial information and summarizing financial status
  • Provide technical support to clients, and associated 3rdparty client associates as needed (CPA s, Bookkeepers, etc.)
  • Collect and file client data as needed (QB files, financial statements, banking guest user access, etc.), to complete and reconcile client financials
  • Review bookkeepers QB files to ensure their accuracy
  • Work closely with internal Tax Preparer and Case Manager to ensure financials are in order, and tax returns are filed accurately, and on time
  • Work closely with bookkeepers, to ensure accuracy in protocol, identify and provide training as opportunities arise
  • Review and recommend modifications to accounting systems and procedures
  • Assist Tax Preparer with the preparation of tax returns as needed
  • Assist BAT Dept. and case managers with client audits to ensure compliance as needed
  • Develop and document business processes and accounting policies to ensure accuracy and increase department efficiencies
  • Collect, review, and implement changes within client QB files to external bookkeepers as needed
  • Reconcile & close year end client financials with tax returns
  • Review client financials monthly/quarterly based on complexity
  • Work with Case Managers to prioritize clients
  • Liaise with Case Manager and Operations manager to improve financial procedures year over year



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