Tax Preparer - Business Management Team
Encino, CA
Full Time
Entry Level
Why Work at GWO?
At Gettleson, Witzer & O’Connor, we combine the best of both worlds—traditional values and cutting-edge innovation. Our team is dedicated to delivering high-quality, personalized business management services to a diverse and prestigious client base. We prioritize the financial well-being of our clients while leveraging the latest technology in a secure, modern environment. If you're looking to join a firm that values excellence, collaboration, and forward-thinking solutions, GWO is the place to grow your career.
About the role
In this role, you will be responsible for preparing and reviewing federal, state, and local tax returns for a diverse client base, including high-net-worth individuals, entertainers, athletes, and small business entities. The ideal candidate has a strong knowledge of tax laws and compliance, excellent organizational skills, and a client-focused approach.
At Gettleson, Witzer & O’Connor, we combine the best of both worlds—traditional values and cutting-edge innovation. Our team is dedicated to delivering high-quality, personalized business management services to a diverse and prestigious client base. We prioritize the financial well-being of our clients while leveraging the latest technology in a secure, modern environment. If you're looking to join a firm that values excellence, collaboration, and forward-thinking solutions, GWO is the place to grow your career.
About the role
In this role, you will be responsible for preparing and reviewing federal, state, and local tax returns for a diverse client base, including high-net-worth individuals, entertainers, athletes, and small business entities. The ideal candidate has a strong knowledge of tax laws and compliance, excellent organizational skills, and a client-focused approach.
Essential Duties
- Prepare federal and multi-state income tax returns for individuals, corporations, flow-through entities, and Trusts; prepare quarterly estimates.
- Complete assigned engagements in a reasonable timeline and self-review work
- Tax research on technical matters as needed
- Prepare responses to tax notices as needed with Federal, State and Local tax authorities
- Effectively communicate with all members of the engagement team
- Learn firm software, procedures and continued learning/developing of technical and soft skills
- Bachelor’s degree (preferably in Accounting, Business or Economics); master’s degree a plus
- CPA License, CPA Candidate or Enrolled Agent preferred
- Effective written & verbal communication skills; analytical with high attention to detail
- Demonstrates an eagerness to learn and problem-solving skills
- Ability to work independently in a fast-paced, team-oriented environment with a positive attitude
- Client-focused and an eagerness to perform responsibilities to the best of their ability
- Proficiency in MS Office; CCH experience a plus
Total Rewards & Benefits
- Competitive Hourly Rate ($26-28)
- Eligible for overtime
- Medical, dental, and vision insurance (100% Employer Paid on Base Plans)
- Life, STD, LTD and AD&D (Employer Sponsored)
- 401(k)
- Paid vacation, holidays, and sick leave
- Professional development opportunities
- Hybrid work schedule (as a perk and based on role and performance)
- Supportive, team-oriented culture
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