Tax Preparer & Full-Charge Bookkeeper (EA / CTEC)
Lou's Income Tax & Bookkeeping Service
Job Description
Job Description
About the Role
We are a growing, fast-paced bookkeeping and tax firm in the heart of Covina, CA, looking for a skilled Tax Preparer & Full-Charge Bookkeeper (EA or CTEC) to join our team. This role is designed for a detail-oriented professional who excels at both the technical mechanics of accounting and the human side of client service.
You will manage the day-to-day financial health, full-cycle payroll, and tax compliance for a diverse portfolio of local small businesses. If you love taking a client’s messy books, cleaning them up, processing their payroll, and taking them all the way through a filed tax return, this is the perfect role for you.
Key Responsibilities
- Tax Preparation & Filing: Prepare and file accurate federal and state tax returns for individuals (Form 1040) and business entities (Partnerships/S-Corps/C-Corps). Conduct tax planning and research as needed.
- Full-Cycle Bookkeeping: Manage the day-to-day financial transactions in QuickBooks Online and Desktop. Perform monthly reconciliations for bank accounts, credit cards, and loans.
- Full-Cycle Payroll Administration: Process regular payroll for clients, manage direct deposits, track employee hours, and file quarterly/annual payroll tax returns (including California EDD forms).
- Sales Tax Compliance: Prepare, review, and file timely sales and use tax returns with the CDTFA.
- Financial Reporting: Generate, review, and send monthly Profit & Loss statements and Balance Sheets to clients, helping them understand their financial health.
- Year-End Clean-Ups: Perform deep-dive "clean-up" work on historical client data to ensure books are pristine and ready for tax season.
- Client Collaboration: Act as a primary point of contact for your portfolio, proactively communicating to gather missing documentation, answer accounting questions, and collect firm billing.
What We’re Looking For
- Credentials: Must hold an active Enrolled Agent (EA) license or a current CTEC Registration with a valid PTIN.
- Experience: 3-5+ years of combined experience in full-charge bookkeeping, payroll, and tax preparation (experience in a multi-client tax firm is preferred).
- Payroll Expertise: Strong understanding of full-cycle payroll, payroll taxes, and California labor/filing requirements.
- Software Savvy: Proficiency in QuickBooks Online & Desktop, Lacerte tax preparation software, and MS Excel.
- Communication: Exceptional verbal and written skills; comfortable translating complex tax and accounting concepts to clients via phone, email, and in-person meetings.
- Reliability & Integrity: A high degree of ownership over your work. You take pride in "clean" books and meet strict compliance deadlines without being prompted.
Why Join Our Team?
- Growth: Real mentorship from tax professionals—we don't just want you to crunch numbers; we want you to grow with us.
- Retirement: SIMPLE IRA with a 3% employer match
- Benefits: Group health and dental insurance
- Work-Life Balance: Paid holidays, vacation time, and sick days, with flexible scheduling available outside of peak tax season
- Atmosphere: A friendly, supportive small-office environment where you are a valued member of the team
Vacancy posted 4 days ago
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