Full-time CPA Tax Preparer

Job Title: Accountant & Senior Tax Preparer

Bernstein Financial Services

Location: Van Nuys, CA (In-person)

Bernstein Financial Services (BFS) is a growing enrolled agent tax and accounting firm based in Van Nuys, CA. We specialize in helping individuals, business owners, and signing preparers meet their financial goals through expert tax planning, full-service accounting, and strategic financial guidance.

Our team thrives on diversity of experience, and we offer an engaging, collaborative work environment where you’ll take on meaningful and challenging responsibilities from day one. We take pride in building long-term relationships with clients and offering a high standard of ethical, professional service.

We are seeking a well-rounded Accountant & Tax Preparer who can manage full-charge accounting responsibilities for our clients and prepare individual and business tax returns and who is highly proficient in QuickBooks Online and QuickBooks Desktop. This is a unique opportunity for someone motivated to grow their accounting career who wants to help make an accounting department more efficient and take on increasing responsibilities. This is a full-time, in-person role (M–F) based in our Van Nuys office , with occasional overtime hours required during peak tax season.

Accounting & Bookkeeping:

Full-charge bookkeeping for write-up clients and small businesses

Reconcile bank/credit card accounts; maintain general ledgers in QuickBooks

Prepare financial statements and support quarterly and year-end closings

Manage payroll processing, sales tax filings, and 1099s

Review and improve workflows in QuickBooks Online and Desktop

Assist with inventory tracking, journal entries, and financial reporting

Tax Preparation & Planning:

Prepare federal and state tax returns for individuals, S‑corps, C‑corps, partnerships, and trusts.

Gather and organize financial documents from clients for tax preparation.

Ensure accurate data entry and compliance with current tax laws.

Meet with clients to gather documents, answer questions, and resolve discrepancies.

Minimum 5 years of recent experience in a public accounting or EA firm.

Full-charge accounting experience and payroll knowledge.

Individual & Business Tax Preparation (complex returns required).

QuickBooks Online (bank feeds, invoices, AP/AR, deposits)

Lacerte or similar tax software

Microsoft Excel

Strong understanding of accounting principles and tax compliance.

Comfortable meeting with clients and discussing tax matters.

EA (Enrolled Agent), CPA, or CTEC certification.

Bachelor’s degree in Accounting, Taxation, or related field.

Medical (Team member's premiums covered by BFS).

Dental and vision insurance.

Life insurance.

Job Type: Full-time

Location: In‑person (Van Nuys, CA 91406)

Schedule: Monday to Friday (8‑hour shift). Additional hours during tax season.

Individual Tax Prep: 5+ years.

Corporate/Partnership Tax: 3+ years.

Bookkeeping: 3+ years.

QuickBooks Online/Desktop: 3+ years.

Tax software (Lacerte preferred): 2+ years.

EA, CPA, or CTEC certification (at least one is a plus).

Join our team at Bernstein Financial Services and become part of a firm that values your expertise, encourages your growth, and rewards your impact on clients' financial success. Bernstein Financial Services is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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