Tax Staff Accountant

Experienced Tax Preparer

Location: San Diego, CA (In-Office/Hybrid considered for the right candidate)
Employment Type: Full-Time (Part-Time may be considered for the right candidate)

About the Role

We are seeking an experienced Tax Preparer to join our growing CPA firm. The ideal candidate is detail-oriented, technically proficient, and enjoys working with closely held businesses and high-net-worth individuals. This position offers the opportunity to work directly with experienced CPAs in a collaborative, client-focused environment.

Qualifications

· CPA license preferred, but not required

· Minimum 3–5 years of recent public accounting experience

· Strong experience preparing:

o Form 1065 – Partnership Returns

o Form 1120S – S Corporation Returns

o High-net-worth Form 1040 Individual Returns

· Ability to identify tax issues and communicate them effectively

· Strong organizational skills and attention to detail

· Ability to manage multiple engagements and meet deadlines during busy season

· Excellent written and verbal communication skills

Preferred Experience

· Multi-state tax returns

· Tax planning concepts

· Experience with Lacerte (preferred)

· Experience with QuickBooks Online/Desktop

· Familiarity with Canopy, TaxPlanIQ, or similar tax workflow software is a plus

Responsibilities

· Prepare and review business and individual income tax returns

· Organize and analyze client financial information

· Research tax issues and assist with tax planning opportunities

· Communicate with clients to obtain missing information

· Work closely with partners and other team members to deliver high-quality client service

· Assist with extensions, estimates, and year-round tax projects

What We Offer

· Competitive compensation based on experience

· Flexible work arrangements

· Supportive, team-oriented environment

· Opportunities for professional growth and advancement

· Continuing education and CPA support (where applicable)

If you’re a motivated tax professional who enjoys delivering exceptional client service and wants to grow with a modern CPA firm, we’d love to hear from you. Please submit your resume along with a brief summary of your relevant experience.