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Tax Preparer (CPA Firm)

  • CapinCrouse Talent
  • San Diego, CA, 92101
  • Full Time
  • Bachelor's Degree
  • Entry Level

Posted on

Job Description:

About the Position

The caliber of our clients and our high standards for how we serve them requires that we be highly selective in our recruiting process. We look for the best and then invest the time, technology, and resources that result in long-term success for both the firm and our people. We ask our team members to provide a high level of service to CapinCrouse’s clients and be a driver of firm growth, profitability and success.

Essential duties and responsibilities of this position include but are not limited to the following. Other duties may be assigned.

Client Support:

Prepare Form 990 Series and other tax returns

Prepare complementary state forms

Identify and complete other tax consulting projects as assigned, including identifying, researching, and assessing various tax issues

Build and maintain proactive, professional relationships with clients for assigned engagements

Act respectfully and consistent with client values


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions of this position.

Education and/or Experience:

Bachelor’s degree in accounting or a related finance degree preferred

Zero to five years of related tax or applicable business experience (Experience in public accounting is preferred.)

Language Skills:

The individual must have the ability to read and interpret documents industry-specific documents, write routine reports and speak effectively to clients and employees of the firm.

Other Skills and Abilities:

Reputation of integrity, even in conflictive situations

Above average ability to learn and use computer software (e.g., Microsoft Excel). Proficiency in Microsoft Office (required); ProSystem (desired).

Ability to recognize, anticipate, and resolve tax issues and make recommendations

Ability to develop open and trusting relationships

Ability to work in a team, whether as a member or leader

Ability to motivate him/herself to grow professionally and serve with excellence

Ability to assume responsibility for and complete agreed upon assignments

Effective communication as it relates to relationships with in-charges regarding workflow, client needs, and timelines

Excellent interpersonal and oral and written communications skills

Exceptional organizational and time management skills; exhibiting the ability to manage a heavy workload without sacrificing quality of work or relationships

Passion to serve others, especially nonprofit organizations

Desire to work as a professional in a CPA firm with CapinCrouse’s core values, vision, and mission

Work Environment:

The employee in this position typically works in an office environment but may occasionally be required to perform job duties outside of the standard office setting.

The work environment characteristics described below are representative of those an employee would typically encounter while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Other Skills and Abilities:

Walking (low)

Climbing (low)

Bending (low)

Twisting (low)

Typing/using hands (moderate/high)

Sitting (moderate/high)

We Offer

An extremely competitive compensation package with all the benefits you would expect from a national leader

A strong on-boarding experience working directly with an in-charge to be adequately prepared to thrive in a new working environment; including but not limited to, training on tax preparation and audit software platforms, firm best practices and quality control procedures.

The ability to work with very knowledgeable professionals and the opportunity to work with clients who are making a real difference in our community, our country, and our world

State-of-the-art technology to give you the professional tools necessary to be your best

Company Description:

As a national full-service CPA and consulting firm devoted to serving nonprofit organizations, CapinCrouse provides professional solutions to organizations whose outcomes are measured in lives changed.

Since 1972, the firm has served domestic and international outreach organizations, universities and seminaries, foundations, media ministries, rescue missions, relief and development organizations, churches and denominations, and many others by providing support in the key areas of financial integrity and security.