Tax Accountant

FACT PROFESSIONAL INC.; Los Angeles (CA); On-site; USD 73,000 - 80,000; Full time

Benefits offered by this job

License fee reimbursement

Continuing education reimbursement

Social Fridays & annual retreat

Ownership of client relationships

Collaborative team environment

Job summary

FACT Professional Inc. in Canoga Park, CA, is seeking a Tax Accountant to manage engagements from start to finish within our Tax Department. This full-time, in-office role offers direct client interaction and ownership of engagements.

You will prepare federal and state returns for individuals and entities, review work, and support the Tax team on complex issues while staying current with tax laws. CPA/EA a plus; PTIN required.

Qualifications

• 3+ years of recent tax preparation experience in public accounting.
• Strong knowledge of federal and California tax law for individuals and businesses.
• Experience preparing Forms 1040, 1120-S, 1065, and 1120, including multi-state returns.
• Experience reviewing returns and responding to IRS/FTB notices.
• Strong client communication and organizational skills.
• ProSeries and QuickBooks are a plus; proficient in Microsoft Office.
• Active PTIN.
• EA or CPA license is a plus.

Responsibilities

• Manage client engagements from document collection through filing.
• Prepare complex federal and state returns for individuals, S corporations, partnerships, and C corporations, including multi-state filings.
• Review returns and finalize them with clients.
• Direct and support Tax Preparers and Tax Administrative Assistants on assigned engagements.
• Answer client tax questions and identify tax planning opportunities.
• Research technical tax issues and respond to IRS/FTB notices.
• Stay current with changes in tax laws and regulations.
• Maintain the confidentiality of client information.

Skills

Tax accounting

Client communication

Organizational skills

Multi-state tax

Engagement management

Education

EA or CPA license (nice to have)

Tools

ProSeries

QuickBooks

Microsoft Office

Job description

About the Role

FACT Professional Inc. is a full-service CPA firm in the San Fernando Valley providing tax, accounting, payroll, and advisory services to individuals and businesses. Our team defines success through exceptional client service, strong technical knowledge, and the ability to adapt to evolving technology. We're looking for a Tax Accountant to join our Tax Department.

This role is a good fit for a seasoned tax accountant who enjoys working directly with clients and takes ownership of engagements from start to finish. This is a full-time, in-office position at our Canoga Park office.

Responsibilities

• Manage client engagements from document collection through filing
• Prepare complex federal and state returns for individuals, S corporations, partnerships, and C corporations, including multi-state filings
• Review returns prepared by Tax Preparers and finalize them with clients
• Direct and support Tax Preparers and Tax Administrative Assistants on assigned engagements
• Answer client tax questions and identify tax planning opportunities
• Research technical tax issues
• Respond to IRS and FTB notices
• Work closely with the Head of Tax on complex matters
• Stay current with changes in tax laws and regulations
• Maintain the confidentiality of client information

Qualifications

• 3+ years of recent tax preparation experience in public accounting
• Strong knowledge of federal and California tax law for individuals and businesses
• Experience preparing Forms 1040, 1120-S, 1065, and 1120, including multi-state returns
• Experience reviewing returns prepared by others is a plus
• Experience responding to IRS and FTB notices
• Strong client communication and organizational skills
• Proficiency in Microsoft Office; experience with ProSeries and QuickBooks is a plus
• Active PTIN
• EA or CPA license is a plus

Why FACT

• Opportunities to grow into senior and advisory work as the firm grows
• Direct collaboration with our Head of Tax and firm leadership
• Reimbursement of EA and CPA license fees and continuing education
• A varied client base of entrepreneurs, established businesses, nonprofits, professionals, and families
• Ownership of your client relationships in a firm where your work is visible
• A collaborative team from diverse backgrounds
• Monthly FACT Social Fridays with activities such as games, movie nights, and creative projects, plus an annual company retreat

Compensation and Benefits

• Salary: $73,000 to $80,000, depending on experience
• Performance-based bonus tied to billings
• Medical, dental, and vision insurance
• Paid vacation, sick time, and 9 paid holidays
• 401(k) and profit-sharing plan