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Tax Preparer

Job ID: 1782981
OA Reference: 1186-KC-HH

  • $47,000 to $59,000
  • Lake Forest, 92630

Position Overview
We are seeking a highly experienced, dependable, and client-focused Bilingual Spanish Tax Preparer to join our team on a year-round basis. This is a great opportunity for someone who not only prepares accurate returns but is also excited to teach, review, and contribute to the growth of the firm. The ideal candidate is detail-oriented, knowledgeable in tax law, and comfortable communicating directly with clients.

Key Responsibilities

Prepare individual and small business tax returns (Federal & State)
Review returns prepared by team members for accuracy and compliance
Identify deductions, credits, and tax-saving strategies
Ensure client documentation is complete and accurate
E-file returns and manage follow-ups
Communicate professionally with clients regarding tax situations
Collaborate with CPA and administrative team for workflow efficiency
Train and support junior staff and interns
Help improve internal processes and client satisfaction
Maintain strict confidentiality and professionalism

Requirements

Bilingual Spanish is required
Minimum 3 years of tax preparation experience
Experience with individual (1040) and business (1120/1065) returns
Active CTEC certification required
Active PTIN (or willingness to obtain)
Experience reviewing and verifying other preparers’ work
Strong understanding of U.S. tax law and filing procedures
Proficient with Drake Tax Software or similar
Strong communication and organizational skills
Ability to train and mentor junior staff

Preferred Qualifications

Experience with tax resolution or back tax filings
Leadership or supervisory experience
Interest in long-term growth within the firm

Compensation & Benefits

Competitive hourly or per-return pay (DOE)
Bonus potential during peak season
Stable, year-round employment
Ongoing training and professional development opportunities

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