Tax Preparer

Job Title: Tax Preparer (CPA or CPA Eligible)

Location: San Francisco, CA – Conveniently located near BART

Work Arrangement: On-site, Monday through Friday

Compensation: $68,000 – $70,000 annually (depending on experience), could go higher

About Us

As one of the newest firms to join the Crete Professionals Alliance network, Levy, Erlanger & Company is a fast-growing Certified Public Accounting (CPA) firm specializing in providing accounting, tax, and advisory services to Homeowners Associations (HOAs). Their mission is to deliver high-quality, accurate, and timely financial solutions that empower our clients to manage their communities effectively. We value collaboration, professionalism, and integrity in all aspects of our work.

Position Summary

We are currently seeking a Tax Preparer with a strong accounting background and a passion for delivering exceptional client service. The ideal candidate will have hands-on experience in tax preparation, be detail-oriented, and have the ability to manage multiple projects within deadlines. You will play a vital role in preparing and reviewing tax returns, assisting with client inquiries, and supporting the firm’s growth within the HOA sector.

Key Responsibilities

• Prepare and review federal and state income tax returns for Homeowners Associations.

• Communicate with clients to gather financial data and clarify tax-related questions.

• Maintain accurate records and documentation in accordance with firm policies and industry standards.

• Contribute to the firm’s culture of continuous improvement and client-focused service.

Qualifications

• Bachelor’s Degree in Accounting (preferred).

• Minimum of 2 years of professional tax preparation experience, preferably within a CPA firm environment preferred.

• Excellent attention to detail, analytical thinking, and organizational skills.

• Strong communication and interpersonal skills, with a client-service mindset.

• Experience with tax preparation software.

Work Environment

This is a full-time, on-site position located in our San Francisco office. The successful candidate will work Monday through Friday alongside a team of experienced accounting and tax professionals dedicated to excellence and client satisfaction.

Compensation and Benefits

• Competitive starting salary: $68,000 – $70,000, based on experience and qualifications. Salary could go higher.

• Professional development and CPA support.

• Comprehensive benefits package (health, dental, vision, etc.)

• Opportunities for career growth within a specialized niche industry.

Why Join Us?

• Work in a supportive, collaborative environment that values work-life balance.

• Be part of a dynamic and diverse work culture that celebrates your individuality.

• Located conveniently near BART for easy access to public transportation.

• Opportunity to specialize in HOA accounting for a variety of clients in the San Francisco Bay Area.

• Great benefits and free access to gym on our premises.

This position operates in San Francisco, CA with typical working hours aligning with Pacific Standard Time (PST) zone to facilitate effective collaboration. We offer flexibility in managing your schedule to maintain a healthy work-life balance while meeting business needs.

In addition to a rewarding career, we provide a robust benefits package, including:

• Health, Dental, and Vision Insurance (with options for fully paid employee-only coverage for health and dental)

• Company-Paid Life and Long-Term Disability Insurance

• Ancillary Benefits such as supplemental life insurance and short-term disability options

• Classic Safe Harbor 401(k) Plan with employer contributions

• Opportunities for professional growth, learning, and development including
  access to Becker and LinkedIn Learning

We are committed to fostering a supportive and inclusive workplace where every
team member can thrive. Apply today to be part of a company that values its
people and their contributions!

"Levy, Erlanger & Company", an independent member of the Crete Professionals Alliance, is the brand name under which Levy, Erlanger & Company, LLP and Levy Erlanger Advisors, LLC provide professional services. Levy, Erlanger & Company, LLP and Levy Erlanger Advisors, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Levy, Erlanger & Company, LLP is a licensed independent CPA firm that provides attest services to its clients, and Levy Erlanger Advisors, LLC provides tax and business consulting services to their clients. Levy Erlanger Advisors, LLC and Crete Professionals Alliance are not licensed CPA firms. The entities falling under the Levy, Erlanger & Company brand name are independently owned and are not liable for the services provided by any other entity providing services under Levy, Erlanger & Company brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by Levy, Erlanger & Company, LLP and Levy Erlanger Advisors, LLC.

Founded in June 2023, Crete Professionals Alliance (Crete PA) aims to drive growth across accounting and professional service firms in the United States. Our initial venture in August 2023 involved acquiring a majority interest in the non-attest assets of a top 300 US-based national firm, positioning us alongside the top 100 US accounting firms based on cumulative revenue. With over ten partner firms, several deals under LOI, and substantial committed capital, Crete PA is poised to shortly become equivalent to a top 40 firm in terms of aggregate revenue, with ambitions to expand into a multi-country platform. Supported by ZBS Partners, a firm managing over $500 million in assets, and led by co-founders experienced in developing multi-industry platforms, Crete PA partners with local firms to enhance their independence while boosting their revenue and profitability.

Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law.

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