Tax Accountant (CPA)

Orion Placement; Sonora (CA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

On-site gym

Health insurance

Dental insurance

Vision insurance

401(k) matching

Paid time off

Paid sick leave

Job summary

Confidential Employer in Sonora, CA is seeking a licensed CPA with at least 2 years of income tax preparation experience to join our tax team. You will handle individual, corporate, partnership, and estate tax returns, and provide planning strategies for clients.

We offer a collaborative, on-site office environment with flexible scheduling and strong benefits, including health, dental, and vision coverage, 401(k) matching, and generous PTO. CPA designation is required.

Qualifications

• Active CPA license required.
• 2+ years of income tax preparation experience.
• Experience preparing individual and business tax returns.
• Strong knowledge of federal and state income tax regulations.
• Bachelor's degree or higher in Accounting or Finance.
• Proficiency with QuickBooks and financial reporting tools.
• Experience with estate and trust taxation is a plus.

Responsibilities

• Prepare and review individual, corporate, partnership, and estate tax returns with accuracy and confidence.
• Provide proactive tax planning strategies that help clients make smarter financial decisions.
• Research federal, state, and local tax laws to ensure compliance and identify tax-saving opportunities.
• Support clients with estate and trust taxation, financial reporting, and accounting matters.
• Review financial statements, reconciliations, and accounting records to ensure accuracy.
• Leverage accounting and tax software to streamline processes and deliver high-quality work.
• Build trusted client relationships by explaining complex tax concepts clearly and offering practical guidance.

Skills

Analytical skills

Attention to detail

Professional client communication

Estate and trust taxation

Tax planning

Education

Bachelor's degree in Accounting or Finance

CPA license

Tools

QuickBooks

Intacct

Job description

• Take your tax career to the next level with an established public accounting firm that values your expertise, independence, and professional growth.
• Work on diverse and complex tax matters while building meaningful, long-term client relationships.
• Enjoy a supportive, collaborative team where your ideas and contributions make a real difference.
• Benefit from flexible scheduling, continuing education support, and opportunities for career advancement.
• Receive comprehensive benefits, including health, dental, and vision insurance, 401(k) matching, paid time off, and paid sick leave.
• Enjoy additional perks, including an on-site gym and a team committed to helping you succeed.

Location:

Sonora, CA. This is a full-time, on-site opportunity in a welcoming, team-oriented office environment, with flexible scheduling benefits.

Note: An active CPA license and 2+ years of income tax preparation experience are required. Candidates should be comfortable preparing individual and business tax returns and applying federal and state tax regulations.

About Us

We are an established public accounting firm dedicated to helping individuals and businesses achieve financial success through personalized tax, accounting, and financial reporting services. Our team takes pride in delivering exceptional client service while creating a collaborative workplace where experienced professionals can grow and thrive. Confidential Employer.

Job Description

• Prepare and review individual, corporate, partnership, and estate tax returns with accuracy and confidence.
• Provide proactive tax planning strategies that help clients make smarter financial decisions.
• Research federal, state, and local tax laws to ensure compliance and identify tax-saving opportunities.
• Support clients with estate and trust taxation, financial reporting, and accounting matters.
• Review financial statements, reconciliations, and accounting records to ensure accuracy.
• Leverage accounting and tax software to streamline processes and deliver high-quality work.
• Build trusted client relationships by explaining complex tax concepts clearly and offering practical guidance.

Qualifications

• Active CPA license required.
• 2+ years of income tax preparation experience.
• Experience preparing individual and business tax returns.
• Strong knowledge of federal and state income tax regulations.
• Bachelor's degree or higher in Accounting or Finance.
• Proficiency with QuickBooks and financial reporting tools.
• Strong analytical skills, attention to detail, and professional client communication.
• Experience with estate and trust taxation, Engagement Manager, or Intacct is a plus.

Why You Will Love Working Here

We believe a great career is about more than preparing tax returns. It's about making an impact, building meaningful relationships, and working with people who appreciate your expertise. Our team offers the opportunity to handle rewarding client work, continue developing your technical skills, and grow professionally in a supportive environment. With flexible scheduling, excellent benefits, and long-term advancement opportunities, we're excited to welcome someone who wants to build a fulfilling career with us.