Hybrid Tax Accountant for High-Net-Worth Clients

Orion Placement; San Fernando (CA); Hybrid; USD 80,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Life insurance

Vision insurance

Job summary

Confidential Employer in Encino, CA is hiring a tax professional to prepare federal and state returns for individuals, trusts, partnerships, and S corporations. This role requires 1+ years of professional tax return preparation experience and hands-on use of CCH Axcess Tax, ProSystem fx Tax, and CCH Engagement.

You'll work in a hybrid environment with Fridays from home, collaborate with experienced CPAs, and take ownership of tax projects while developing broad expertise in multistate tax

Qualifications

• 1+ years of professional tax preparation experience.
• Experience with CCH Axcess Tax or ProSystem fx Tax and CCH Engagement.
• Experience preparing individual tax returns with exposure to trusts, partnerships, or S corporations.

Responsibilities

• Prepare federal and state tax returns for individuals, high-net-worth clients, trusts, partnerships, and S corporations.
• Manage tax preparation assignments from start to finish, ensuring accuracy and timely completion.
• Utilize CCH Axcess Tax or ProSystem fx Tax and CCH Engagement to prepare and organize tax engagements.
• Collaborate with CPAs on tax planning, compliance, and complex client needs.
• Research tax matters and support multistate tax filings.
• Maintain organized workpapers, meet deadlines, and communicate with the team.

Skills

Tax preparation

Organizational skills

Attention to detail

Independent work

Education

Accounting degree

CPA license or CPA candidacy

Tools

CCH Axcess Tax

ProSystem fx Tax

CCH Engagement

Job description

Confidential Employer in Encino, CA is hiring a tax professional to prepare federal and state returns for individuals, trusts, partnerships, and S corporations. This role requires 1+ years of professional tax return preparation experience and hands-on use of CCH Axcess Tax, ProSystem fx Tax, and CCH Engagement.

You'll work in a hybrid environment with Fridays from home, collaborate with experienced CPAs, and take ownership of tax projects while developing broad expertise in multistate tax