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Tax Preparer

Job ID: 1776208
OA Reference: 1186-KC-HH

  • $52,000 to $68,000
  • Lake Forest, 92630

About Us:
We are a growing, client-focused tax and accounting firm dedicated to providing accurate, ethical, and personalized tax services to individuals and small businesses. We pride ourselves on professionalism, integrity, and building long-term client relationships.

Position Overview:
We are seeking a Bilingual Spanish CTEC Certified Tax Preparer to join our team. The ideal candidate is detail-oriented, knowledgeable in federal and California tax regulations, and passionate about delivering excellent client service. This role requires fluency in Spanish and English to support our diverse client base.

Key Responsibilities:

Prepare and file individual and small business tax returns (1040, Schedule C, E, etc.)

Conduct client interviews to gather financial and tax-related information

Review financial records, income statements, and documentation for accuracy

Ensure compliance with IRS and California state tax laws

Communicate clearly with clients regarding tax strategies, liabilities, and refunds

Maintain confidentiality and secure handling of sensitive information

Assist with responding to IRS or state tax notices when needed

Qualifications:

Active CTEC Certification (required)

Bilingual in Spanish and English (required)

Minimum 1–2 years of tax preparation experience

Strong knowledge of federal and California tax regulations

Experience with tax software (Lacerte, Drake, ProSeries, or similar)

Excellent attention to detail and organizational skills

Strong communication and customer service abilities

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