Tax CPA - Growth Path with Flexible, On-Site Schedule

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

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.