Financial Preparation Specialist

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Guardian Tax

Financial Preparation Specialist

Irvine, CA
Full Time
Paid
  • Responsibilities

    Financial Preparation Specialist

    Location: Irvine, CA 92614
    Schedule: Monday - Friday | 8:00 AM - 5:00 PM
    Work Setting: In-Office
    Urgently Hiring!

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    About Guardian Tax

    At Guardian Tax , we specialize in tax relief solutions, helping clients navigate financial challenges with expertise and integrity. Our success is built on a team of professionals who are committed to excellence.

    We're looking for a Financial Preparation Specialist with a strong background in tax case management, accounting, and financial analysis. If you have experience as a Tax Case Manager but are looking for a role focused on financial preparation rather than case management, this is the perfect opportunity for you!

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    What You'll Do

    • Analyze & Review Financial Documents – Assess tax documents, including W-2s, 1099s, tax returns, and financial statements.
    • Full Financial Assessments – Evaluate clients' income, expenses, assets, and liabilities.
    • IRS Compliance & Standards – Compare national financial standards to actual client data, identifying discrepancies.
    • Income Verification – Calculate paystubs and assess affordability based on financial details.
    • Bank Statement Analysis – Track deposits, spending patterns, and cash flow.
    • Data Entry & Documentation – Maintain detailed, accurate financial records in tax and financial software.
    • Risk & Compliance Review – Identify financial risks while ensuring compliance with tax laws and regulations.

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    What We're Looking For

    ✅ Experience in tax case management, financial analysis, accounting, bookkeeping, or tax preparation.
    ✅ Strong understanding of IRS Fresh Start Programs, tax laws, and financial regulations.
    ✅ Ability to analyze and interpret financial documents with accuracy and attention to detail.
    ✅ Familiarity with financial standards and expense assessments.
    ✅ Proficiency in financial software and data entry.
    ✅ Excellent problem-solving skills with a keen eye for financial trends and discrepancies.
    ✅ Ability to work independently while collaborating with tax and financial professionals.

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    Why Join Guardian Tax?

    Competitive Salary & Bonus Pay – Get rewarded for your expertise and hard work.
    Career Growth – We invest in your development with training and career advancement opportunities.
    Dynamic Work Environment – A professional setting with a fun, engaging culture.
    Break Time Perks – Indoor/outdoor game room with Ping Pong, pool, and foosball.
    Music-Filled Office – Work to the beat of great tunes all day long!

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    Employee Benefits

    ✔ Bonus Pay
    ✔ Medical Insurance
    ✔ Vision Insurance
    ✔ Dental Insurance
    ✔ Retirement Benefits     **
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    If you're ready to bring your tax case management experience into a financial preparation-focused role, we want to hear from you! Apply today and take the next step in your career with Guardian Tax.