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Tax Preparer

Job ID: 1775456
OA Reference: 1186-KC-HH

  • $55,000 to $65,000
  • Lake Forest, 92630

We are seeking an experienced, detail-oriented CPA to join our growing firm and play a key role in tax preparation, bookkeeping, tax resolution, and team leadership. This is a long-term opportunity for someone who wants to help build, improve, and grow a practice while delivering high-quality service to individuals and small businesses.

The ideal candidate is hands-on, collaborative, and comfortable leading processes, reviewing work, and mentoring others. Bilingual Spanish is required due to our client base.

Key Responsibilities:

Provide accurate and timely bookkeeping services for individuals and small businesses

Prepare, review, and sign off on individual and business tax returns to ensure accuracy and compliance with IRS and state regulations

Manage tax resolution cases, including offers in compromise, installment agreements, and communication with tax authorities

Assist with audits and respond to IRS and state tax notices

Write, document, and maintain Standard Operating Procedures (SOPs) for tax preparation, client onboarding, document handling, and internal workflows

Train and mentor tax preparers and administrative staff on accounting processes, tax software, and compliance standards

Collaborate with firm leadership to improve internal systems, workflows, and client service quality

Help grow and shape the firm’s service offerings and operational structure

Foster a culture of integrity, accountability, teamwork, and long-term success

Qualifications:

Active CPA license in the state of California (or eligible for reciprocity)

Minimum 3 years of experience in tax, bookkeeping, and/or public accounting

Strong knowledge of tax preparation, tax resolution strategies, and accounting principles

Experience reviewing tax returns prepared by others

Prior experience creating SOPs or internal process documentation

Proficiency in QuickBooks, Drake Software, and other accounting/tax platforms

Strong communication, leadership, and training abilities

Comfortable leading and supporting a small team

Must be bilingual in Spanish and English

Long-term mindset with a desire to grow alongside the firm

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Additional Skills

(none specified)

AppleOne Representative Contact Info

Account Executive:
Krystina
Branch Phone:
Location:
Mission Viejo, CA