Senior Tax Accountant

LeoForce; Aliso Viejo (CA); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Full benefits: Medical, Dental, Vision

Generous PTO and holidays

Life Insurance coverage

401K

Job summary

South Orange County Boutique CPA Firm is seeking a Senior Tax Accountant to prepare and review a broad range of tax returns and work directly with clients. You will assist partners on complex tax planning engagements and contribute to strategic tax-saving opportunities.

The role requires a minimum of 3 years in tax accounting within a CPA environment, strong knowledge of federal and multi-state tax laws, and proficiency in tax software. CPA is a plus, with full benefits and growth potential.

Qualifications

• Bachelor's degree in Accounting, Business, or related field.
• Minimum 3 years of tax accounting and tax preparation experience in a CPA firm.
• Strong knowledge of federal and multi-state tax laws.
• Proficiency in CCH Axcess, QuickBooks Desktop and Online, and Microsoft Office 365.
• CPA license is a plus.

Responsibilities

• Prepare and review individual, corporate, S corporation, partnership, trust, nonprofit, and estate tax returns.
• Assist with tax projections, planning, and strategic tax-saving opportunities for clients.
• Respond to IRS, FTB, EDD, and CDTFA notices and correspondence.
• Communicate directly with clients on tax matters, planning opportunities, and information requests.
• Collaborate with firm partners on complex tax planning and consulting engagements.
• Review financial statements, general ledgers, and accounting records for tax reporting accuracy.
• Research federal and multi-state tax issues as needed.

Skills

Tax knowledge

Client communication

Education

Bachelor's degree in Accounting/Business

Tools

CCH Axcess

QuickBooks Desktop

QuickBooks Online

Microsoft Office 365

Job description

Senior Tax Accountant

6928095

a day ago

Job Description

Experience: Senior Level

Salary: $90,000 - $110,000 per year

Job Details

What You Will Do

• Prepare and review individual, corporate, S corporation, partnership, trust, nonprofit, and estate tax returns
• Assist with tax projections, planning, and strategic tax‑saving opportunities for clients
• Respond to IRS, FTB, EDD, and CDTFA notices and correspondence
• Communicate directly with clients on tax matters, planning opportunities, and information requests
• Collaborate with firm partners on complex tax planning and consulting engagements
• Review financial statements, general ledgers, and accounting records for tax reporting accuracy
• Research federal and multi‑state tax issues as needed

What You Bring

• Bachelor's degree in Accounting, Business, or related field
• Minimum 3 years of tax accounting and tax preparation experience in a CPA firm environment
• Strong knowledge of federal and multi‑state tax laws
• Proficiency in CCH Axcess, QuickBooks Desktop and Online, and Microsoft Office 365
• Excellent written and verbal communication skills with a client‑facing mindset
• CPA license is a plus

A bit about us

We are a well‑established boutique CPA firm in South Orange County built on a simple promise: exceptional service, long‑term client relationships, and a collaborative culture where people genuinely enjoy coming to work. We value integrity, respect, accountability, and the professional growth of everyone on our team. If you are tired of big‑firm politics and want to do meaningful tax work in a smaller, supportive environment, this is where you belong.

We are looking for a Senior Tax Accountant to join our growing team. You will prepare and review a wide variety of returns, work directly with clients, assist partners on complex planning engagements, and grow your career in a firm that genuinely invests in its people.

Why join us?

What We Offer

• Competitive base pay and overall compensation package
• Full benefits: Medical, Dental, Vision
• Generous PTO, vacation, sick, and holidays
• Life Insurance coverage
• 401K