Tax Accountant / Enrolled Agent or CPA

$62,000 - $72,000/Yr

Ruben D Rosas - Covina, CA

Full-time - Mid Level

Covina, CA

Professional, Scientific, and Technical Services

About the position

Due to growth, we are currently hiring for an experienced individual to join our team as a ‘Tax Accountant (Enrolled Agent or CPA)'. This position involves the preparation of tax returns for various entities including Individual, Corporate, S-Corp, LLC/LLP Partnerships, and potentially Non-Profit, Estate, and Trust Tax Returns. The ideal candidate will possess a demonstrated knowledge and proficiency in advanced skills related to tax preparation and accounting, allowing them to advise clients effectively. In addition to tax return preparation, the role includes preparing quarterly Payroll and Sales tax returns, as well as financial statement preparation. The candidate should have a skilled ability to perform QuickBooks bank account reconciliations and analyze tax reporting agency notices. Active engagement in client services is essential, as the candidate will be expected to complete client requests in a timely manner and be available for clients on specific tax issues or questions. Communication with appropriate personnel regarding important tax or accounting developments affecting clients is also a key responsibility. The Tax Accountant will work closely with the manager and staff on various projects related to income tax preparation, financial statements, client development, and addressing client questions. Excellent verbal and written communication skills are crucial, as is the ability to work overtime and maintain availability through tax season, including weekends.

Responsibilities

• Preparation of tax returns for Individual, Corporate, S-Corp, LLC/LLP Partnership.
• Advise clients based on demonstrated knowledge and proficiency in tax preparation and accounting.
• Preparing quarterly Payroll and Sales tax returns.
• Financial statement preparation.
• Perform QuickBooks bank account reconciliations.
• Analyze tax reporting agency notices.
• Engage in client services and complete client requests in a timely manner.
• Be available for clients on specific tax issues or questions.
• Communicate important tax or accounting developments to appropriate personnel.
• Engage with manager and staff on various projects regarding income tax preparation and client development.

Requirements

• 3+ years of accounting and/or tax experience.
• Enrolled Agent (E.A) or Certified Public Accountant (CPA) preferred.
• Strong working knowledge and experience in an accounting and/or bookkeeping role.
• Proficient in QuickBooks bank reconciliations and recording financial transactions.
• Professional, well organized, detail-oriented skillset.
• Strong communication skills, both verbal and written.
• Ability to work independently and contribute to team goals.
• Strong analytical skills and attention to detail.
• Dependable and punctual.

Nice-to-haves

• Spanish Bilingual (Recommended - a plus)
• Strong Knowledge of Lacerte tax software.
• Working knowledge of QuickBooks Online and/or Desktop software.
• Knowledge of Microsoft Outlook, Excel, and Word.

Benefits

• Competitive compensation based on experience.
• Bonuses based on performance.
• 401(k) Employer-matching retirement plan.
• Health insurance.
• Paid vacation.
• Paid sick time.
• Paid federal holidays (at discretion of management).