LOOKING FOR A WORLD CLASS PART TIME TAX PROFESSIONAL

Looking for a world class part-time tax professional to team up and support a CPA, entrepreneur and author running several companies. In essence I’m looking for someone to team up with to help me leverage my time and create amazing business results. You’ll be working from our office located 15 minutes from downtown San Diego in the Eastlake community. 

You must be: • Meticulous -- you have a fine eye for the details. • Resourceful -- you always find away to make it work. Solution oriented. When I give you a project or assignment, you figure out a way to make it happen. • Solid people skills -- Able to get things done by working well with people. • Flexible – you can gracefully handle changing priorities and effectively deal with unexpected obstacles. • Hyper-organized -- Able to handle a large variety of projects and tasks and make sure nothing slips between the cracks. • Utterly reliable • Completely trustworthy • Well spoken -- Articulate. Can communicate professionally and informally over the phone, in person, and in writing. • Independent – doesn’t need me to micro-manage things but instead you excel when given clear outcomes you are responsible for and then turned loose to get them done. • Always looking for ways to create systems and structure to make projects and tasks flow better and be easier for the future. • A great deal of common sense and business sense. Understand at a practical level how the world of business works so that you can help the company minimize costs and exposures and maximize and leverage opportunities and relationships. • A Multi-tasker – you’ll be handling multiple projects and tasks across a broad front, so you’ll need to be able to move from one to the other in a way that ensures that nothing is missed. • Comfortable with technology and able to quickly learn new software tools. Expert level proficiency at M.S Word, Excel, Outlook, QuickBooks and LaCerte software.

•Ability to leap over hurdles of incomplete data by gathering information necessary to prepare complete and accurate returns.  This includes strong organization skills and forethought to consider what may be missing.  Responsibilities include:    

  Identify and organize client’s documentation.  Facilitation and coordination with clients to obtain missing information.  Prepare and post adjusting journal entries as needed to organize the tax file for preparation. Prepare individual, partnership, and corporate tax returns. Prepare workpaper detail to summarize data and prepare tax file to be assigned and prepared by other associates Supervision of associate tax preparer Review of tax returns and files Supervision and coordination with administrative staff to complete tax return assembly and processing of tax files Preparation of payroll and sales tax returns Taking on anything that you can that will save me time from handling billing disputes, consulting projects, and client inquiries to a variety of other tasks that save me time. In essence, you are willing to roll up your sleeves and help do whatever needs to be done so that we get the job done.

Other Information: • The work environment is very informal and can be hectic at times.  (If you have worked in a busy tax office before you are no stranger to this type of environment).   You will need to be comfortable WITHOUT a lot of corporate formalities. You also need to be a clear communicator who will speak plainly and believes in work/life balance and making the workplace fun and fulfilling.                    • Must want your work to be meaningful. Corny as it sounds I deeply believe that we are doing something special in the work our company does, and for this fit to be right, you’ll need to catch the larger vision of this. • You can count on me to always be supportive, respectful, and considerate. But I will also hold you accountable to getting things done in an excellent fashion. The bottom-line is that I am looking for a long-term fit with a special person who can complement my skills and abilities. Together we’ll generate amazing results.   There are promotion opportunities available for the right person including the possibility of equity sharing. 

 This position offers part-time, flexible hours and is perfect for anyone looking for a part-time schedule.  It would also be ideal for a parent returning to the workforce who would love to be home when school lets out.