Senior Tax Accountant

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

Benefits offered by this job

Medical, Dental, Vision

Generous PTO

Life Insurance

401K

Job summary

Jobot in South Orange County is seeking a Senior Tax Accountant to join our boutique CPA firm. You will prepare and review a wide variety of tax returns for individuals and entities, work directly with clients, and assist partners on complex planning engagements.

We value integrity and professional growth, offering full benefits (medical, dental, vision), generous PTO, life insurance, and a 401K. This role provides a collaborative, long-term career path within a well-established practice.

Qualifications

• 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

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 accounting

Client communication

Attention to detail

Education

Bachelor's degree in Accounting, Business, or related field

Tools

CCH Axcess

QuickBooks

Microsoft Office 365

Job description

Job details:

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

Come join a well-established boutique CPA firm in South OC!

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

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

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.