Tax Accountant

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CPAs® is a boutique firm based in Newport Beach, California, delivering fully integrated accounting, tax, wealth strategy, and advisory services. We work exclusively with service-based small business owners, entrepreneurs, plastic surgeons, construction companies and women-owned businesses who want a one-stop solution for strategic tax planning, tax preparation, bookkeeping, and business advisory. Unlike traditional firms, we build deep, intentional relationships with a select group of clients to deliver an exceptional, personalized experience.

Our role goes beyond compliance — we are tax and wealth strategists, helping clients reduce tax burdens, grow their businesses, and create long-term financial success. By leveraging technology and building deep client relationships, we reduce stress for business owners so they can focus on what they do best.

We are a collaborative, tech-savvy, and fun team that values flexibility, innovation, and culture. Each year, our fully remote team connects in person at our annual retreat, strengthening the relationships that make us different from traditional firms.

We are seeking an experienced Tax Accountant to join our U.S.

-based team. This role is ideal for a highly skilled, detail-oriented tax professional who enjoys working directly with clients, managing complex tax engagements, and collaborating with a modern, tech-savvy team. You’ll prepare and review individual, partnership, and corporate tax returns while advising clients on strategic tax planning opportunities. This role requires strong technical expertise, excellent communication skills, and a proactive approach to mentoring team members and improving processes across the firm.

• Prepare and review federal and state income tax returns for individuals (1040), S corporations (1120-S), partnerships (1065), and C corporations (1120).
• Analyze client financials to ensure accurate reporting and compliance with current tax laws and regulations.
• Identify tax-saving opportunities and provide proactive recommendations for clients.

• Review monthly bookkeeping work prepared by our offshore team (India) in Quick Books Online (QBO).
• Ensure financials are accurate, reconciliations are complete, and deliverables align with client expectations.
• Reconcile accounts and provide clients with P&L report, balance sheet, and insight on the financial health of their business
• Work directly with clients to gather data, clarify questions, and deliver exceptional service.
• Communicate results and findings clearly, helping clients understand their tax positions and long-term implications.
• Assist clients with tax planning, projections, and estimated tax calculations.

• Conduct tax research to resolve complex issues and ensure compliance with federal, state, and local regulations.
• Stay current on evolving tax laws and regulations to maintain high technical proficiency.
• Initiate and implement process improvements to increase efficiency and accuracy.
• Mentor and train junior staff, providing guidance and feedback to support professional growth and quality improvement.
• Collaborate with the accounting and advisory teams to ensure seamless client service and holistic financial solutions.
• Review bookkeeping or accounting work related to tax engagements as needed.

• Respond to inquiries and notices from the IRS and state taxing authorities.
• Support clients through correspondence, documentation, and resolution of tax issues.

• Bachelor’s degree in Accounting, Finance, or related field.
• CPA license or CPA candidate preferred
• Minimum 2 years of recent public accounting experience with a focus on tax compliance and planning.
• Strong technical knowledge of federal and multi-state tax laws and regulations.
• Demonstrated experience preparing and reviewing complex individual, partnership, and corporate tax returns (1040, 1065, 1120, 1120‑S).
• Proven ability…