Tax preparer jobs in San Diego, CaliforniaCreate job alerts

Job DescriptionBenefits: • Bonus based on performance, • Competitive salary, • Employee discounts, • Flexible schedule, • Opportunity for advancement, • Signing bonus $150 Sign-On Bonus for new employees! Terms apply What you need: • 2+ seasons of previous experience completing individual, trust, and/or partnership tax returns, • Passion for providing extraordinary customer service, • Excellent communication and interpersonal skills, • Ability to thrive in a fast-paced work environment, • Basic computer skills, • Willingness to learn, • Experience in accounting, finance, retail, bookkeeping, or taxesAdditional Perks:, • Full-time and part-time positions are available, • Flexible Schedule Options Work that works for you!, • Work Lotto (Win money for logged shifts), • Low-cost benefits (healthcare, dental & vision), • Teladoc (Unlimited Teladoc sessions for you and your whole household for $18 per month), • Free identity theft protection, • Corporate discount program, • Free tax preparation training and PTIN registration reimbursement, • Referral bonus opportunities are available for referring qualified candidates, • Free continuing tax education, • Enrolled Agent materials and testing reimbursement, • Opportunities for advancement within the organization, • Employee referral program & sign-on bonus for new Tax Preparers (terms apply), • Medical & Prescription benefit option (eligible to participate after working 1,560 hours annually), • 401k with Company Match (eligible to participate after working the first 1,000 hours) If you're looking for a rewarding opportunity to learn new skills and make an impact, apply today The Companys Privacy Policy is located at: . By submitting an application, I (1) affirm and agree with my decision with regard to California public records, as set forth in the Note to Applicant, and with regard to the California collection of personal information, as set forth in the "Privacy Notice to California Job Applicants" (if applicable); (2) acknowledge I have read the Note to Applicants.

Job Description Bill Pay Manager San Diego, CA (On-Site) | Full Time Plumb provides high-touch bill payment and family office accounting services for Ultra High Net Worth individuals and their advisors. We are known for accuracy, operational excellence, and exceptional service—guided by Plumb’s 13 Principles. As we continue to grow, we are hiring a Bill Pay Manager to lead the day-to-day execution of our Bill Pay department and ensure smooth, reliable, timely workflows. This is an on-site, hands-on operational leadership role, ideal for someone who excels in process management, people management, approvals, controls, and daily bill payment execution—not a controller or financial statement preparer. About the Role The Bill Pay Manager is the operational heartbeat of our Bill Pay team. You will: • Oversee daily bill pay workflows, • Manage a team of 4–8 specialists, • Ensure payments, approvals, and reconciliations are completed accurately and on time, • Resolve workflow issues quickly What You'll Do Lead day-to-day Bill Pay Operations • Oversee invoice entry, approvals, payment processing, vendor setup, and quality checks, • Provide coaching, structure, accountability, and performance feedback, • Maintain audit trails, documentation standards, and internal controls, • Troubleshoot workflow gaps before they become escalations, • Identify opportunities to streamline processes This position is ideal for someone who: • Enjoys managing workflows and people, not month-end closes or financial reporting, • Has strong experience in bill pay, accounts payable, or operational accounting, • Thrives in a high-volume, detail-heavy environment, • Values consistency, structure, and accountability Qualifications • 5–8 years of experience in bill pay, accounts payable management, or operational accounting (family office experience is a plus), • Experience managing a team in a service delivery or AP-focused environment, • Strong knowledge of QuickBooks Online and multi-client systems, • Familiarity with audit processes, reconciliations, and approval workflows, • Highly organized, detail-oriented, and excellent at follow-through, • Clear, professional communication skills To help filter the right applicants: • This is not a controller, financial reporting, or strategic accounting role., • It is not focused on producing financial statements, tax prep, budgeting, or CFO-level analysis. Plumb is a respected, growing firm where operational excellence is valued and recognized. In this role, you’ll lead a dedicated Bill Pay team, own a core function of our service, and see the direct impact of your work every day. You’ll join a professional, supportive environment guided by our 13 Principles—where accountability, clear communication, and calm execution are the norm. As we continue to expand nationally, there is meaningful opportunity to contribute, improve workflows, and grow with the department. If you enjoy structure, team leadership, and delivering consistent, high-quality service, you’ll thrive here.

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Bonus based on performance, • Competitive salary, • Dental insurance, • Health insurance, • Paid time off, • Training & development, • Careers Advancement Opportunities, • Competitive Compensation, • 401K Match Responsibilities • Conduct initial meetings with potential clients to discuss the services offered and estimates of cost, • Educate clients on the tax submission process, • Analyze income statements, previous tax returns, and other financial records to determine taxable income, • Provide sound advice to clients on minimizing their tax obligations, • File taxes in an accurate and timely manner, • Communicate with tax authorities when necessaryQualifications, • Bachelors degree in accounting or a related field, • Valid Preparer Tax Identification Number (PTIN), • 5+ years of experience as a Tax Professional, • Experience with CCH Access software preferred, • Knowledge of federal and state tax laws, • Skilled in Microsoft Excel and accounting software, • Excellent mathematical and analytical skills, • Strong verbal and written communication skills

Job DescriptionBenefits: • Bonus based on performance, • Competitive salary, • Employee discounts, • Flexible schedule, • Opportunity for advancement, • Signing bonus If you join our team as a Seasonal Entry Level Tax Preparer, you'll conduct one-on-one tax interviews with clients, start to develop your book of business, and provide exceptional customer service. You will also have the opportunity to expand your skill set with professional development and continual training. No matter your work background or experience level, we welcome you to apply! $150 Sign-On Bonus for new employees! Terms apply What you need: • Passion for providing extraordinary customer service, • Excellent communication and interpersonal skills, • Ability to thrive in a fast-paced work environment, • Basic computer skills, • Willingness to learnAdditional Perks:, • Full-time and part-time positions are available, • Flexible Schedule Options Work that works for you!, • Work Lotto (Win money for logged shifts), • Low-cost benefits (healthcare, dental & vision), • Teladoc (Unlimited Teladoc sessions for you and your whole household for $18 per month), • Free identity theft protection, • Corporate discount program, • Referral bonus opportunities are available for referring qualified candidates, • Free continuing tax education, • Enrolled Agent materials and testing reimbursement, • Opportunities for advancement within the organization, • Employee referral program & sign-on bonus for new Tax Preparers (terms apply), • Medical & Prescription benefit option (eligible to participate after working 1,560 hours annually), • 401k with Company Match (eligible to participate after working the first 1,000 hours) If you're looking for a rewarding opportunity to learn new skills and make an impact, apply today! The Companys Privacy Policy is located at: . By submitting an application, I (1) affirm and agree with my decision with regard to California public records, as set forth in the Note to Applicant, and with regard to the California collection of personal information, as set forth in the "Privacy Notice to California Job Applicants" (if applicable); (2) acknowledge I have read the Note to Applicants.

Job DescriptionBenefits: • Bonus based on performance, • Competitive salary, • Employee discounts, • Flexible schedule, • Opportunity for advancement, • Signing bonus If you join our team as a Seasonal Entry Level Tax Preparer, you'll conduct one-on-one tax interviews with clients, start to develop your book of business, and provide exceptional customer service. You will also have the opportunity to expand your skill set with professional development and continual training. No matter your work background or experience level, we welcome you to apply! $150 Sign-On Bonus for new employees! Terms apply What you need: • Passion for providing extraordinary customer service, • Excellent communication and interpersonal skills, • Ability to thrive in a fast-paced work environment, • Basic computer skills, • Willingness to learnAdditional Perks:, • Full-time and part-time positions are available, • Flexible Schedule Options Work that works for you!, • Work Lotto (Win money for logged shifts), • Low-cost benefits (healthcare, dental & vision), • Teladoc (Unlimited Teladoc sessions for you and your whole household for $18 per month), • Free identity theft protection, • Corporate discount program, • Referral bonus opportunities are available for referring qualified candidates, • Free continuing tax education, • Enrolled Agent materials and testing reimbursement, • Opportunities for advancement within the organization, • Employee referral program & sign-on bonus for new Tax Preparers (terms apply), • Medical & Prescription benefit option (eligible to participate after working 1,560 hours annually), • 401k with Company Match (eligible to participate after working the first 1,000 hours) If you're looking for a rewarding opportunity to learn new skills and make an impact, apply today! The Companys Privacy Policy is located at: . By submitting an application, I (1) affirm and agree with my decision with regard to California public records, as set forth in the Note to Applicant, and with regard to the California collection of personal information, as set forth in the "Privacy Notice to California Job Applicants" (if applicable); (2) acknowledge I have read the Note to Applicants.