Tax Preparer/Enrolled Agent

About Us: Chequers Financial Management is a boutique of independent, seasoned and objective advisors. We guide you through the challenges and opportunities associated with managing substantial wealth in a dynamic, engaging and meaningful way. And our exclusive, hand-selected client list ensures we are able to deliver tailor-made solutions and dedicated service of the highest caliber. We help wealth endure.

Summary of Job Description: We are seeking a Seasonal Tax Preparer/Enrolled Agent to work alongside the tax team in the servicing of High-Net-Worth Individuals and Families.

Principal Responsibilities

• Preparation of Individual 1040 Income Tax Returns (Primary) – Returns will include multi-state and investment K-1s. Returns have complexity due to the HNW nature of our clients.
• Preparation of Business Tax Returns
• Prepare Tax Work Papers
• Returns are prepared in a team approach with an extensive review process.

Minimum Qualifications:

• Minimum 3-5 years of CPA/EA firm tax experience in preparing individual income tax returns.
• Experience with Lacerte tax software.
• Active license and PTIN required.
• Strong computer skills (Microsoft Word, Excel, Outlook, Adobe - we are a paperless office).
• Strong communication skills.
• Stays current with changing tax laws.
• Ability to work cooperatively and collaboratively with team as well as external professionals.
• Strong organizational/multi-tasking and project planning skills with ability to effectively prioritize projects to meet deadlines.
• Strong analytical and problem-solving skills with an attention to detail and an eye for accuracy.
• Excellent written and verbal communication skills, including the ability to effectively and professionally articulate via the phone, email, and in person.

Work Hours & Compensation:

The position is targeting an average of 25 + hours per week, as information is received from our clients. Hourly rate depends on experience. A flexible schedule is available with hybrid model. Professional yet relaxed working environment where open communication is paramount. Our Irvine office is conveniently located near John Wayne Airport in a professional office building with many amenities such as a parking garage, a full-service gym with shower facilities, yoga studio, wellness room, tenant lounge, and an onsite coffee café.

Job Types: Part-time, Temporary

Application Question(s):

• How much experience do you have with Lacerte tax software and when was the last time you used it?

Experience:

• CPA/EA firm tax: 3 years (Required)

Ability to Commute:

• Irvine, CA Required)

Work Location: Hybrid remote in Irvine, CA 92612