Financial Preparation Specialist

Guardian Tax

Financial Preparation Specialist

Irvine, CA
Full Time
Paid
  • Responsibilities

    Financial Preparation Specialist – Join the Guardian Tax Dream Team!

    Who We Are

    At Guardian Tax , we're not just crunching numbers—we're changing lives! We help clients escape tax troubles with expert solutions, integrity, and a touch of financial wizardry. If you have tax case management experience but want to shift gears into financial preparation, this is your moment!

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    What You'll Be Doing (AKA Your Superpowers)

    Financial Investigator: Analyze W-2s, 1099s, tax returns, and financial statements like a detective on a mission.
    Number Ninja: Break down income, expenses, assets, and liabilities with precision.
    IRS Insider: Compare national financial standards with client data—spot the gaps, connect the dots!
    Bank Statement Sleuth: Track deposits, spending habits, and cash flow like a pro.
    Data Entry Whiz: Keep detailed, accurate financial records in our tax and financial systems.
    Compliance Guardian: Ensure every move aligns with tax laws and financial regulations.

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    What We're Looking For

    Background in tax case management, accounting, finance, or bookkeeping.
    Deep knowledge of IRS Fresh Start Programs & financial regulations.
    Sharp eye for numbers, patterns, and financial trends.
    Tech-savvy with financial software & data entry skills.
    A detail-obsessed problem solver who loves cracking financial puzzles!

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    Why You'll Love It Here

    Cha-Ching! Competitive salary + bonus pay—because your skills deserve it!
    Career Glow-Up: Growth, training, and opportunities to climb the financial ladder.
    Work Hard, Play Harder: We keep it professional but never boring.
    Game On: Ping Pong, pool, foosball—yes, it's all in the office.
    Good Vibes Only: Music-powered workdays to keep energy high!

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    Perks & Benefits

    ✔ Bonus Pay
    ✔ Medical, Vision & Dental Insurance
    ✔ Retirement Benefits

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

    If you're ready to bring your tax expertise into a role that's all about financial prep , we want to meet you! Hit APPLY NOW and let's make tax magic together!