Tax Preparer (California Licensed)
Company: VirtualVocations
Location: Springfield
Posted on: April 6, 2025
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Job Description:
A company is looking for a Tax Preparer (HNWI).
Key Responsibilities
Assist with the preparation of quarterly/periodic estimated tax
calculations
Prepare and review personal federal and state tax returns
Participate actively in client meetings and tax planning
sessions
Required Qualifications
Bachelor's degree
Enrolled Agent (EA) certification preferred
Experience with high-net-worth tax and planning engagements
Must be highly organized and technically strong
Experience with Excel/Word/Outlook/PowerPoint, with an emphasis on
Excel
Keywords: VirtualVocations, Dayton , Tax Preparer (California Licensed), Accounting, Auditing , Springfield, Ohio
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