Entity Tax Preparer

Tax Processing Solutions; Irvine (CA); On-site; USD 85,962,000 - 100,289,000; Full time

Job summary

Tax Processing Solutions in Irvine, CA is seeking an experienced Entity Tax Preparer to handle complex federal and state returns for partnerships, corporations, S-corporations, and trusts. This on-site, full-time role offers growth into higher-level advisory work as our entity services division scales, with opportunities to implement sophisticated planning and compliance strategies for business clients.

The ideal candidate will hold active PTIN and CTEC, EA or CPA license and bring strong

Qualifications

• Active PTIN and CTEC, Enrolled Agent (EA) or CPA license
• Strong knowledge of U.S. tax code and filing requirements for business entities
• Experience preparing both entity and individual returns
• Excellent written and verbal communication, with attention to detail
• Ability to review complex financial data and meet deadlines

Responsibilities

• Prepare, review, and file federal and state returns for partnerships, corporations, S-Corps, trusts, and multi-state filings
• Handle ancillary filings (Forms 940, 941, 944, 990, 2290) with accuracy
• Analyze financial data submitted by clients to ensure accuracy before submission
• Communicate with clients to provide updates and explain outcomes
• Identify tax planning opportunities and support compliance with tax laws
• Track productivity and quality metrics within the team

Skills

Tax knowledge

Analytical skills

Communication

Attention to detail

Client service

Education

EA/CPA license preferred

Tools

Drake

ProSeries

Lacerte

Salesforce

Job description

At Tax Processing Solutions, we are fueled by a passionate commitment to serve our clients and communities with empathy and integrity. Our mission is to guide individuals nationwide through the tax resolution process with trust, compassion, education, and unwavering dedication.

We’re a fast-growing, results-driven tax firm committed to helping individuals and businesses nationwide resolve complex tax challenges. Our approach is built on transparency, trust, and a long-term view of client success. If you’re looking for a career opportunity with growth potential in a firm that values both expertise and client relationships, we invite you to join our team.

We're looking for experienced Entity Tax Preparers who are eager to take on challenging tax scenarios, particularly in the business and entity space. This position is ideal for tax professionals ready to move beyond standard returns and into more advanced areas of tax preparation, compliance, and planning.

As our entity services division continues to scale rapidly, this role offers clear opportunities to grow into higher-level advisory work and contribute meaningfully to a developing area of the business.

Role Responsibilities

• Prepare review, and file complex federal and state tax returns for business entities including Partnerships (1065), Corporations (1120), S-Corps (1120S), Trusts (1041), and related multi-state filings
• Handle related ancillary filings such as Forms 940, 941, 944, 990, and 2290 with attention to technical accuracy and deadlines
• Analyze and verify financial data and documentation submitted by clients to ensure accuracy and completeness prior to submission
• Communicate directly with clients to provide updates, explain filing outcomes, and offer technical guidance where needed
• Proactively identify tax planning opportunities and support compliance with evolving federal and state tax laws
• Track productivity and quality metrics, contributing to team and organizational performance goals

Required Qualifications

• License Requirement: Active PTIN and CTEC, Enrolled Agent (EA) or CPA license
• In-depth understanding of U.S. tax code and filing requirements, especially for business entities
• Demonstrated experience preparing both individual and complex entity returns
• Strong analytical abilities and the capacity to review multi-faceted financial data
• Solid written and verbal communication skills, with the ability to convey technical information clearly
• Highly detail-oriented with a commitment to delivering accurate, compliant work

Preferred Experience

• Minimum of 1 year or 2 seasons working in public accounting, tax preparation, or financial auditing
• Prior exposure to tax resolution or consulting a plus
• Proficient in leading tax software platforms such as Drake, ProSeries, Lacerte, and Salesforce
• Ability to multitask and prioritize in a deadline-driven environment
• Professional, client-focused mindset
• Effective collaboration with both internal teams and clients
• Strong problem-solving skills and strategic thinking

Job Type: Full-time

Location: Irvine, CA (onsite)

Pay: From $30-$35/hr

Expected hours: 40 – 45 per week + overtime in season