About Us:
We are a growing CPA firm that is committed to providing exceptional tax, audit, and bookkeeping services to a diverse range of clients. As we continue to expand, we are seeking a proactive and skilled Senior Accountant / Tax Accountant to join our team and help drive the continued success of the firm. This is an excellent opportunity to build a long-term career with us.

Position Overview:
We are looking for a highly organized and motivated Senior Accountant / Tax Accountant to manage a client base of 450-530 clients. This position involves preparing and planning taxes from A to Z, handling client meetings (primarily face-to-face), and overseeing the full spectrum of accounting services. The ideal candidate will be driven to find ways to optimize processes and ensure the efficient management of client accounts.

Key Responsibilities:

Handle a variety of accounting tasks including tax preparation, tax planning, audits, and bookkeeping services for clients.

Use Lacerte tax software for tax preparation and planning.

Manage multiple client accounts simultaneously, ensuring all deadlines and deliverables are met.

Conduct face-to-face meetings with clients (approximately 70% of meetings).

Be proactive in identifying opportunities to improve processes and workflows.

Ensure smooth operations and deliver high-quality service to clients.

Qualifications:

CPA or Enrolled Agent (EA) designation preferred; candidates working towards these qualifications are encouraged to apply.

Strong proficiency in Lacerte tax software.

Advanced computer skills, including expertise in Excel (pivot tables, formulas, etc.).

Strong organizational and multitasking abilities.

Excellent communication skills and the ability to maintain client relationships.

Proven ability to work independently and as part of a team.

Ability to handle a high volume of clients (currently 450-530 clients).


Full in-office position with a dynamic and supportive work environment.

EEO/AA Employer/Vet/Disabled.

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, the Company 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 qualified applicants regardless of criminal histories, consistent with legal requirements. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records. 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.