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Job description
About the Role:
nCathleen M Petersen, E.A. is looking for a detail-oriented Tax Preparer to join our team in Saratoga, CA! This is a fantastic opportunity to work alongside an Enrolled Agent in a professional, client-focused tax practice where your expertise truly makes a difference for individuals and businesses alike. This position is available now through the April 2027 deadline with the potential for a long-term commitment.
nResponsibilities:
nPrepare accurate federal and state income tax returns for individuals, businesses and trusts
nExperience with resolving IRS/various state tax notices
nGather, review, and organize client financial documents and tax records
nIdentify applicable deductions, credits, and tax strategies to optimize client outcomes
nCommunicate with clients to clarify information and explain tax-related questions
nMaintain up-to-date knowledge of current tax laws, codes, and regulations
nEnsure compliance with IRS guidelines and filing deadlines
nMaintain confidentiality and accuracy of all client data and records
nRequirements:
nMinimum of 5+ years of prior experience in complex tax preparation
nFamiliarity with federal and California state tax laws and filing requirements
nProficiency with tax preparation software (CCH Axcess a plus)
nStrong attention to detail and commitment to accuracy
nExcellent communication and client service skills
nEA, CPA, or progress toward certification is a plus
nAbout Us:
nCathleen M Petersen, E.A. is a trusted tax and financial services practice based in Saratoga, CA, dedicated to providing personalized, expert-level tax guidance to our valued clients. As an Enrolled Agent-led firm, we pride ourselves on deep tax knowledge, integrity, and a client-first approach that keeps our clients coming back year after year. Our team enjoys a collaborative, professional environment where expertise is valued and growth is encouraged.
Worksite address
saratoga, CA, 95071, US
Who can apply
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