Tax Preparer

Herbert Financial Group is seeking an experienced and detail-oriented Senior Tax Associate to join our growing tax practice. This individual will play a key role in preparing and reviewing tax returns, advising clients on tax matters, and delivering exceptional service to our individual and business clients.

The ideal candidate has significant experience preparing S Corporation (Form 1120S) tax returns, enjoys solving complex tax issues, and is comfortable working independently while collaborating with a professional team.

Key Responsibilities

• Prepare and review complex federal and California tax returns, with a strong emphasis on S Corporation (Form 1120S) returns.
• Prepare tax returns for:
  • Individuals (Form 1040)
  • Partnerships (Form 1065)
  • S Corporations (Form 1120S)
  • Corporations (Form 1120)
  • Trusts and Estates (Form 1041)
• Analyze financial statements and supporting documentation.
• Research federal and state tax laws and apply regulations to client situations.
• Identify tax-saving opportunities and assist with tax planning strategies.
• Respond to IRS and state tax notices.
• Communicate directly with clients regarding tax matters and information requests.
• Maintain organized client files and ensure timely completion of engagements.
• Assist with year-end accounting adjustments when necessary.
• Review work prepared by junior staff and provide guidance and mentoring.
• Collaborate with partners and managers on complex tax engagements.

Qualifications

• Minimum of 3 years of public accounting or tax preparation experience.
• Extensive experience preparing and reviewing Form 1120S tax returns is required.
• Strong understanding of federal and California tax laws affecting S Corporations and closely held businesses.
• Experience preparing complex individual, partnership, and corporate tax returns.
• Excellent analytical, organizational, and problem-solving skills.
• Strong written and verbal communication skills.
• Ability to manage multiple deadlines in a fast-paced environment.
• Proficiency with Microsoft Excel and professional tax preparation software.

Preferred Qualifications

• CPA license or CPA candidate is a plus, but not required.
• Experience with Lacerte, UltraTax, Drake, CCH, ProSeries, or similar tax software.
• Experience working with small businesses and business owners.
• Bilingual in English and Spanish is a plus.

What We Offer

• Competitive salary based on experience.
• Paid vacation and company holidays.
• Professional development and continuing education opportunities.
• Career advancement within a growing firm.
• Collaborative, supportive, and team-oriented work environment.
• Opportunity to work with a diverse portfolio of individuals and closely held businesses.

Herbert Financial Group is a growing financial services and tax advisory firm dedicated to helping individuals, families, and businesses achieve their financial goals. We provide tax, accounting, financial planning, and insurance solutions with a commitment to integrity, professionalism, and exceptional client service. Our team-oriented culture values expertise, continuous learning, and long-term career growth.