Privity CPA Partners
Job Description
Job Description
Pay:
$24.41 - $29.39 per hour
Job description:
Job Title:
Seasonal Tax Preparer (CTEC Registered – In Person)
Firm:
Privity CPA
Location:
Thousand Oaks, CA
Employment Type:
Seasonal (January – April 2026)
Reports To:
Senior Tax Manager & Director of Operations
About Privity CPA Privity CPA is a dynamic, fast‑growing accounting firm providing tax preparation, planning, and advisory services to individuals and business owners throughout California. We are known for our exceptional client care, high technical standards, and forward‑thinking approach to technology and workflow management.
During tax season, our team expands to include skilled seasonal tax preparers who help us maintain our signature blend of accuracy, efficiency, and personal attention.
Position Summary The
Seasonal Tax Preparer (CTEC Registered)
will work in‑office to prepare accurate and timely individual tax returns. You’ll be part of a supportive, organized team that values collaboration and communication. This role requires professionalism, attention to detail, and a strong understanding of California and federal tax law.
Ideal candidates are personable, confident in client communication, and capable of maintaining accuracy under tight deadlines.
Key Responsibilities
Prepare
individual income tax returns (Form 1040)
for a wide range of clients.
Accurately input data and review supporting documents including W-2s, 1099s, K-1s, and other income statements.
Conduct client interviews to clarify deductions, credits, and filing status.
Identify potential red flags or missing information and communicate clearly with clients or senior staff.
Maintain detailed digital records within
Lacerte ,
Liscio , and
Citrix ShareFile .
Assist with assembly, e‑filing, and final client review sessions when needed.
Ensure compliance with all CTEC, IRS, and firm standards of conduct.
Contribute to a calm, organized, and client‑focused environment during peak tax season.
Qualifications
Licensing:
Current California CTEC Registration required.
PTIN (Preparer Tax Identification Number) required.
EA or CPA license a plus, but not required.
Experience:
Minimum 2 years of recent experience preparing individual returns (1040).
Familiarity with small business or rental property returns preferred.
Skills & Attributes:
Proficient with
Lacerte ,
ProConnect , or similar tax preparation software.
Knowledge of current federal and California tax laws.
Strong organizational skills and accuracy under pressure.
Excellent interpersonal and communication skills.
Reliable, punctual, and team‑oriented attitude.
Schedule
Schedule:
January – April 2026; flexible full‑time or part‑time schedule available.
Work Environment:
In‑person position at the Thousand Oaks office; collaborative team setting with a balance of autonomy and support.
Training:
Paid system and workflow training provided prior to January 15 start.
Why Join Privity CPA
Professional, structured, and friendly environment.
Opportunities for recurring seasonal work or advancement.
Clear systems and tools that make your job easier.
Hands‑on management support and realistic daily goals.
A firm culture that values excellence, balance, and long‑term relationships.
Job Types: Full‑time, Seasonal
Work Location: In person
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Pay:
$24.41 - $29.39 per hour
Job description:
Job Title:
Seasonal Tax Preparer (CTEC Registered – In Person)
Firm:
Privity CPA
Location:
Thousand Oaks, CA
Employment Type:
Seasonal (January – April 2026)
Reports To:
Senior Tax Manager & Director of Operations
About Privity CPA Privity CPA is a dynamic, fast‑growing accounting firm providing tax preparation, planning, and advisory services to individuals and business owners throughout California. We are known for our exceptional client care, high technical standards, and forward‑thinking approach to technology and workflow management.
During tax season, our team expands to include skilled seasonal tax preparers who help us maintain our signature blend of accuracy, efficiency, and personal attention.
Position Summary The
Seasonal Tax Preparer (CTEC Registered)
will work in‑office to prepare accurate and timely individual tax returns. You’ll be part of a supportive, organized team that values collaboration and communication. This role requires professionalism, attention to detail, and a strong understanding of California and federal tax law.
Ideal candidates are personable, confident in client communication, and capable of maintaining accuracy under tight deadlines.
Key Responsibilities
Prepare
individual income tax returns (Form 1040)
for a wide range of clients.
Accurately input data and review supporting documents including W-2s, 1099s, K-1s, and other income statements.
Conduct client interviews to clarify deductions, credits, and filing status.
Identify potential red flags or missing information and communicate clearly with clients or senior staff.
Maintain detailed digital records within
Lacerte ,
Liscio , and
Citrix ShareFile .
Assist with assembly, e‑filing, and final client review sessions when needed.
Ensure compliance with all CTEC, IRS, and firm standards of conduct.
Contribute to a calm, organized, and client‑focused environment during peak tax season.
Qualifications
Licensing:
Current California CTEC Registration required.
PTIN (Preparer Tax Identification Number) required.
EA or CPA license a plus, but not required.
Experience:
Minimum 2 years of recent experience preparing individual returns (1040).
Familiarity with small business or rental property returns preferred.
Skills & Attributes:
Proficient with
Lacerte ,
ProConnect , or similar tax preparation software.
Knowledge of current federal and California tax laws.
Strong organizational skills and accuracy under pressure.
Excellent interpersonal and communication skills.
Reliable, punctual, and team‑oriented attitude.
Schedule
Schedule:
January – April 2026; flexible full‑time or part‑time schedule available.
Work Environment:
In‑person position at the Thousand Oaks office; collaborative team setting with a balance of autonomy and support.
Training:
Paid system and workflow training provided prior to January 15 start.
Why Join Privity CPA
Professional, structured, and friendly environment.
Opportunities for recurring seasonal work or advancement.
Clear systems and tools that make your job easier.
Hands‑on management support and realistic daily goals.
A firm culture that values excellence, balance, and long‑term relationships.
Job Types: Full‑time, Seasonal
Work Location: In person
#J-18808-Ljbffr