Tax Specialist (CPA or Enrolled Agent) Job at Wejober, Pleasant Hill, CA

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  • Wejober
  • Pleasant Hill, CA

Job Description

Job Description

Job Description

Company Overview

Santiago & Associates – CPA & Tax Preparation Services
A local firm located Pleasant Hill, CA. Santiago & Associates provides tailored services in tax preparation, bookkeeping, and accounting to both individuals and small businesses throughout the area. Led by Anne M. Santiago—an IRS‐registered tax preparer—the firm brings years of experience to help clients with tax filing, planning, bookkeeping, and broader financial needs.

Position Description

Santiago & Associates is seeking a professional and detail-oriented Certified Public Accountant (CPA) or Enrolled Agent (EA) to support individual tax preparation during the busy tax season. This is a seasonal, onsite role based in Pleasant Hill, California and ideal for someone looking for an annual, recurring engagement for each tax year.

Responsibilities

  • Conduct in-person consultations with clients to assess their personal tax filing needs
  • Prepare and complete individual income tax returns
  • Use Lacerte software for accurate and efficient tax filing (preferred)
  • Organize and manage client documents and ensure compliance with tax laws
  • Provide professional guidance and communicate clearly with clients

Position Details

  • Job Title: Tax Specialist (CPA or EA)
  • Partner Company: Santiago & Associates
  • Hiring Type: Seasonal, annually re-hired
  • Work Period: January 15 to April 15 (each year)
  • Work Location: Onsite (remote or hybrid not available)
  • Compensation: $25–$35/hour (based on experience)
  • Current Team Size: 2-person firm

Skills and Qualifications

  • Valid CPA or EA certification
  • 5-10 years of experience in individual tax return preparation
  • Proficient in Lacerte tax software (strongly preferred)
  • Strong document organization, typing, and communication skills
  • Personable, reliable, and flexible with scheduling
  • Easygoing and communicative

 

Job Tags

Seasonal work, Local area, Remote work, Flexible hours,

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