Job Description
Job DescriptionAbout the Role:
Cathleen 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.
Responsibilities:
- Prepare accurate federal and state income tax returns for individuals, businesses and trusts
- Experience with resolving IRS/various state tax notices
- Gather, review, and organize client financial documents and tax records
- Identify applicable deductions, credits, and tax strategies to optimize client outcomes
- Communicate with clients to clarify information and explain tax-related questions
- Maintain up-to-date knowledge of current tax laws, codes, and regulations
- Ensure compliance with IRS guidelines and filing deadlines
- Maintain confidentiality and accuracy of all client data and records
Requirements:
- Minimum of 5+ years of prior experience in complex tax preparation
- Familiarity with federal and California state tax laws and filing requirements
- Proficiency with tax preparation software (CCH Axcess a plus)
- Strong attention to detail and commitment to accuracy
- Excellent communication and client service skills
- EA, CPA, or progress toward certification is a plus
About Us:
Cathleen 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.