We are looking for a detail-oriented tax specialist to support a public accounting team serving businesses and individual clients in California. This position combines tax return preparation with accounting-related work and offers the chance to contribute to a broad client portfolio, including closely held companies and high-net-worth individuals. The ideal candidate brings strong technical tax knowledge, sound judgment, and a careful approach to reviewing financial information and supporting documentation.
Responsibilities:
- Prepare federal and related tax filings for individuals, corporations, partnerships, and trusts with a high degree of accuracy.
- Analyze client records and financial documents to identify missing information, unusual items, and potential reporting issues before submission.
- Provide accounting support tied to the tax process, including recording and refining journal entries as needed.
- Use accounting and tax software such as QuickBooks, QuickBooks Online, and Sage to maintain reliable financial data and assist with compliance work.
- Assemble clear, well-organized workpapers that support return positions and facilitate internal review.
- Monitor completed returns for accuracy, completeness, and alignment with current tax rules and filing requirements.
- Communicate with clients when additional records or clarification are needed to move engagements forward efficiently.
- At least five years of practical experience preparing federal income tax returns in a public accounting or similar work environment.
- Demonstrated background handling tax matters for small businesses as well as high-net-worth individual clients.
- Minimum of five years of experience working with QuickBooks, QuickBooks Online, and Sage.
- Strong working knowledge of individual, corporate, partnership, and trust tax return preparation.
- Excellent organizational skills with a consistent focus on detail, accuracy, and documentation quality.
- CPA or Enrolled Agent credential preferred, or active progress toward one of these designations.
- Familiarity with CCH tax software, including ProSystem fx, Axcess Suite, or related tools, is a plus.