Seasonal Tax Professional
Company: Falcon Wealth Planning, Inc.
Role summary
Seasonal Tax Professional is a role at Falcon Wealth Planning, Inc. in Ontario, California, United States (hybrid). Posted 2026-10-28. Salary: USD 40–60 per hour. Experience level: 5-10.
- Job title
- Seasonal Tax Professional
- Company
- Falcon Wealth Planning, Inc.
- Location
- Ontario, California, United States
- Work arrangement
- hybrid
- Category
- Software Engineering
- Salary
- USD 40–60 per hour
- Experience level
- 5-10
- Date posted
- 2026-10-28
If you have a background in tax preparation, this is a fantastic opportunity to join a supportive team where you'll get to work directly with financial planners to help clients reach their goals. You’ll earn a competitive hourly rate while building your expertise in comprehensive tax planning during a fast-paced and rewarding season.
Job description
About the role
As a Tax Professional with Falcon Tax & Consulting, you will work closely with our CPAs, Financial Planners, and clients to provide tailored, tax-efficient solutions. You will play a crucial role in gathering information, preparing tax returns, and supporting comprehensive tax planning strategies to help clients reduce their tax liability and maximize wealth accumulation.
Key Responsibilities
Prepare and review individual and small business tax returns efficiently and accurately. Experience with Lacerte tax software is a plus but not necessary.
Communicate regularly with clients, internal associates, and external professionals to assure all relevant information is addressed.
Assist CPAs and the broader wealth management team with tax-related matters and ongoing tax research.
Support day-to-day operations with organizational, administrative, and general office duties.
Maintain continuing professional education ensuring compliance with, and monitoring changes to, federal and state tax laws.
Qualifications
Bachelor's degree in Accounting or a related business field.
At least 5 years of professional experience in tax preparation.
Experience utilizing professional tax preparation software and client relationship management (CRM) systems, alongside familiarity with general office software (Microsoft Office Suite).
Excellent interpersonal skills, with the ability to communicate with clients and internal associates in a clear and concise manner.
Strong analytical skills paired with exceptional attention to detail, accuracy, and a strict commitment to quality.
Highly organized with the ability to prioritize work effectively to meet tight deadlines.
Adaptable and flexible to change priorities as business needs dictate, with a team oriented mindset to support other associates.
Compensation & Benefits
Salary: $40-$60 per hour dependent on experience
Flexibility: As this position is intended to be seasonal (geared toward tax seasons), flexible hours and a hybrid work environment are offered and encouraged..
Professional Development: Support for continuing education, licensing, and industry conferences.
Apply for Seasonal Tax Professional at Falcon Wealth Planning, Inc.