Tax Staff - Public

DescriptionWe are looking for a tax specialist to join our team in California, supporting a broad client base that includes privately held businesses and high-net-worth individuals. This position combines tax return preparation with accounting-related work and offers the opportunity to contribute in a hands-on, client-service-driven environment. The ideal candidate brings strong technical tax knowledge, careful attention to detail, and the ability to manage financial information accurately and efficiently.Responsibilities:• Prepare federal and related tax returns for individuals, corporations, partnerships, and trusts with a high level of accuracy and timeliness.• Examine client financial records and supporting documentation to identify missing information, inconsistencies, or items requiring clarification before filing.• Help maintain compliance by applying current tax regulations and verifying that completed filings meet applicable standards and deadlines.• Provide accounting support through full-cycle bookkeeping tasks, including the preparation of adjusting journal entries when needed.• Use accounting and tax software such as QuickBooks, QuickBooks Online, Sage, and CCH products to complete daily work efficiently.• Create clear, organized workpapers that support return preparation and facilitate internal review procedures.• Communicate with clients as needed to request documents, answer routine tax-related questions, and assist with follow-up items.• Contribute to the delivery of responsive service for clients with diverse financial situations, including closely held businesses and more complex individual tax matters.Requirements• At least 5 years of practical experience preparing federal income tax returns in a public accounting or similar detail-focused setting.• Demonstrated background working with tax filings for individuals, corporations, partnerships, and trusts.• Minimum 5 years of experience using QuickBooks, QuickBooks Online, and Sage in an accounting or tax capacity.• Familiarity with CCH ProSystem, CCH ProSystem fx, or related tax software tools is beneficial.• Experience serving small business clients and high-net-worth individuals with sound judgment and a client-focused approach.• Strong organizational skills with close attention to detail and the ability to manage documentation accurately.• CPA or EA credential preferred, or active progress toward obtaining one.• Knowledge of trust and real estate tax matters is a plus.Job typePerm