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Posted: Sunday, December 18, 2016 12:10 AM


Benefits Offered 401K
Employment Type Full-Time
This position is full-time January thru April. The right person may be offered to work full-time or part-time during our off season, which can be busy.

Are you looking to ignite your passion to help people? Do you love to take chaos and create order? Does it bug you when something is misspelled or the spacing is off? Does learning new things and growing with a company excite you? Do you long to work hard, have a great attitude while having FUN? (No, that is not an oxymoron when describing an accounting office!) In so many ways, this is like no place you have ever worked!

AdminBooks, Inc uses cloud technology to process tax returns, collect data from clients and meet with clients. This position can be done from any location in the US. Check out SmartVault, ShareFile, Trapp Online, QuickBooks Online and Go To Meeting.

MUST have 5 years of tax preparation experience. Strong knowledge of balance sheet, stock options, rentals and small busin ess will be required to be demonstrated frequently. Required credentials would be CTEC, CPA or EA.

The right person will:

Enter data for busin ess tax returns (S-corps, partnerships, C-corps)
Enter data for individual returns which includes Schedule A, B, C, D and E
Must be comfortable in meeting with clients to explain a completed tax return using screen sharing software with web cam
Must have experience balancing corporate tax return balance sheet
Must have strong research skills
Demonstrate knowledge of tax laws
Call clients to follow up on information
Oversee all incoming tax emails - email clients to communicate/answer questions
Run tax projections and make recommendations
Remind clients to pay estimated taxes quarterly
Maintain excel worksheets
Send 8879s to clients
Save tax documents & emails to client portal
Keep tax folders organized
Knowledge of Lacerte is a plus!

Great opportunity to be exposed to all tax situations: individual, LLCs, S-corps, C-Corps, Trusts and Non-profits.

Must be SUPER comfortable on the computer knowing Outlook, Excel and Word. Candidate must be EXTREMELY detailed oriented, organized, hungry to learn, analytical thinker and provide excellent customer service skills. Must be able to use a 10 key efficiently.

We take our time in the interview process to not only make sure we communicate the job expectations but also to make sure the candidate is a right fit for our office culture.

Don't email your resume without answering the 4 questions below in a cover letter - you will not be called for an's a test to see if you can follow directions! Don't apply for the job if you are full of drama or wake up in the morning like Eeyore. If you are a perfectionist at heart and find fulfillment to reassure people that might have fear, anxiety or frustration around money/taxes, then you might want to apply for the opportunity to join our team! ​

To Apply, only if you meet the above requirements:

1.Email your resume to

2.Email a cover letter that will include:(See important note below)

(a) Desired compensation

(b) Available start date

(c) Why the job is particularly of interest to you

(d) Why you would be the best candidate for the job

NOTE: We will only schedule interviews with those candidates who include all of the above requested information in their application.

No phone calls or non-scheduled visits. Hourly compensation based upon proficiency skills and experience.

All final candidates will require typing test, tax return quiz, personality test and a background check before employment.

About AdminBooks:
AdminBooks, Inc is a fast growing accounting firm in Morgan Hill, CA that serves busi nesses and individuals mostly in CA, but we do have clients in many other states. We assist bus iness owners with monthly bookkeeping, payroll, sales tax reporting. We also train clients on how to use QuickBooks - did we mention we LOVE QB?? Our busy tax department processes returns for individuals, corporations, S-corps, partnerships, non-profits and trusts.

Join our amazing team to provide our clients with PEACE OF MIND!

Check out our website at: or our Facebook business page: (Highly recommend that you stalk us to make sure you want to hang out with us!)

• Location: Morgan Hill, CA, San Jose / South Bay

• Post ID: 42092942 sanjose is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2017