Tax Preparer Business Accounting Focus

Job Description

Job Description

Tax Preparer – Business & Accounting Focus

Location: On-site Irvine with possibility of transition to hybrid 2 days WFH
Employment Type: Full-Time / Part-Time
Reports To: Tax Manager/ Partner

Position Summary

We are seeking a highly skilled Tax Preparer with a strong background in business taxation and accounting to join our growing firm. This role is ideal for a detail-oriented professional CPA or EA with 5–7 years of public accounting experience and/or experience as Senior Tax Staff / Senior Tax Preparer or similar. It's critical that you understand the full financial picture: tax compliance, accounting, and advisory, and can work confidently with business owners, trusts, and high-net-worth individuals.

Key Responsibilities

• Prepare and review federal and state tax returns, including:

  • Business returns (Forms 1065, 1120S, 1120)

  • Individual returns (Forms 1040)

  • Trust and estate returns (Forms 1041)

• Analyze financial statements, general ledgers, and accounting records to ensure tax accuracy and compliance

• Reconcile book-to-tax differences and identify tax planning opportunities

• Collaborate with accounting and advisory teams to support clients year-round

• Communicate directly with clients to gather information, clarify issues, and explain tax positions

• Ensure compliance with IRS regulations, deadlines, and firm quality standards

• Assist with notices, extensions, and amended returns as needed

• Support tax planning, projections, and advisory work for business clients

Required Qualifications

• Strong background in business taxation and accounting

• Experience with trusts, estates, and multi-entity structures

• Minimum 5-7 years of tax preparation experience (public accounting preferred)

• Solid understanding of financial statements, bookkeeping, and GAAP concepts

• Proficiency with tax software (Lacerte)

• Strong analytical, organizational, and time-management skills

• Ability to manage multiple engagements and deadlines during tax season

• Excellent written and verbal communication skills

Preferred Qualifications

• CPA, EA, or actively pursuing certification

• Prior experience working with closely held businesses and high-net-worth clients

• Familiarity with Quick Books and other accounting platforms

• Advisory mindset with interest in long-term client relationships

What We Offer

• Competitive compensation based on experience

• Opportunities for growth and advancement

• Supportive team culture with a focus on quality and professionalism

• Exposure to complex and meaningful client work

• A firm committed to being one of the best places to work

Company Description

Our forward-looking leadership team is made up of dedicated and focused individuals working to ensure we provide the highest quality products and services to our clients. Together, their knowledge and experience keeps us at the forefront of the tax and accounting industry.

Our forward-looking leadership team is made up of dedicated and focused individuals working to ensure we provide the highest quality products and services to our clients. Together, their knowledge and experience keeps us at the forefront of the tax and accounting industry.