Staff Accountant / Tax Preparer (QuickBooks + Tax Experience)

Job Description

Job Description

Staff Accountant / Tax Preparer (QuickBooks + Tax Experience)

Covina, CA • On‐site $62K–$90K/yr

• Full‐time

• Medical

• Retirement

• PTO

Role: Staff Accountant / Tax Preparer (QuickBooks + Tax Experience)

Location: Covina, CA 91723

Employment Type: Full‐Time (In‐Office)

Rate: $62,000–$90,000/year (DOE) + Benefits

About Us

We are a full‐service accounting and tax firm providing professional and personalized services to individuals and business clients. Our team relies on QuickBooks Desktop, QuickBooks Online, and Lacerte Tax Preparation software to deliver accurate, timely, and high‐quality work.

We’re seeking a Staff Accountant / Tax Preparer who can confidently manage tax preparation and accounting tasks while providing excellent client service in a small‐firm environment.

What You’ll Do

Tax Preparation

• Prepare tax returns for Individuals, Corporations, S‐Corps, Partnerships, and LLCs
• Use Lacerte Tax Preparation software to complete and review returns
• Assist with IRS and state notice responses
• Provide clear explanations and tax planning recommendations
• Maintain organized documentation and ensure compliance with deadlines
• Bonus: Experience with Non‐Profit, Estate, or Trust returns

Accounting & Client Support

• Perform reconciliations and maintain accurate books using QuickBooks Desktop and QuickBooks Online
• Prepare monthly and year‐end financial statements
• Assist with payroll, sales tax filings, and general compliance
• Review financials for accuracy and completeness
• Support clients with bookkeeping questions and workflow improvements

Qualifications

• 5+ years of experience in tax preparation and accounting
• Strong working knowledge of QuickBooks Desktop, QuickBooks Online, and Lacerte
• EA or CTEC‐Registered Tax Preparer preferred
• Ability to manage multiple clients and deadlines independently
• Strong communication and client‐service skills
• Spanish bilingual ability is a plus

Benefits

• Competitive rate: $62,000–$90,000/year (DOE)
• Health insurance
• Performance bonuses (Tax Season & Holiday)
• 401(k) with employer match
• Paid vacation, sick time, and holidays
• Supportive, stable work environment with long‐term growth potential

Schedule

• Monday–Friday, in‐office (Covina, CA)
• Overtime and weekend availability during tax season

We are a full-service Accounting & Tax firm providing our clients with professional & personalized services and business services for both individuals and corporate clients.

We provide the following services:
-\tAccounting Services
-\tTax Preparation
-\tTax Problems
-\tTax Representation
-\tConsulting
-\tBookkeeping
-\tWe are also Certified QuickBooks ProAdvisors

Company Description

We are a full-service Accounting & Tax firm providing our clients with professional & personalized services and business services for both individuals and corporate clients.\r\n\r\nWe provide the following services: \r\n-\tAccounting Services\r\n-\tTax Preparation\r\n-\tTax Problems\r\n-\tTax Representation\r\n-\tConsulting\r\n-\tBookkeeping\r\n-\tWe are also Certified QuickBooks ProAdvisors