Tax Preparer Staff Accountant

Mead, Coley and Company CPAs; Diamond Bar (CA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health and dental insurance (company %

SIMPLE IRA with employer match

Paid vacation, sick time, and holidays

Flexible hours outside of tax season

Job summary

Mead, Coley and Company CPAs in Diamond Bar, CA is seeking an Experienced Tax Preparer/Staff Accountant for an in-office role. You will prepare returns for individuals and entities using Lacerte, QuickBooks Desktop/Online, and handle client communications.

The position requires 4+ years in tax prep and accounting, the ability to manage multiple engagements, and a commitment to accuracy. Overtime during tax season is common; flexible hours outside season are offered.

Qualifications

• 4+ years of experience in tax preparation and accounting.
• Ability to manage client projects independently.
• EA or CTEC-Registered Tax Preparer preferred.
• Strong and professional verbal and written communication skills.
• Excellent organizational skills and attention to detail for accuracy; details matter.
• Proficient with Excel & Microsoft Office Suite.
• Takes pride in getting things right the first time.

Responsibilities

• Prepare income tax returns for Individuals, Corporations, S-Corps, LLCs and Partnerships using Lacerte Tax Software.
• Identify and make note of missing and/or incomplete documentation needed for income tax return preparation.
• Review your prepared income tax returns for accuracy, completeness, and compliance before submitting to CPA for final review.
• Respond to tax notices and communicate with clients professionally.
• Manage a higher workload during the tax season, often requiring overtime and Saturday work during March and April.
• Manage multiple client engagements, deadlines, and priorities.
• Record accounting transactions to the correct GL account, post month-end journal entries, perform reconciliations and maintain accurate financial records of multiple small to medium-size local businesses using QuickBooks Desktop and QuickBooks Online.
• Review financials for consistency and accuracy; notices when a number is off before anyone else does.
• Ensure the accurate presentation of financial statements for each client, which is crucial for decision-making and compliance purposes.
• File sales tax returns, payroll tax returns, and other miscellaneous forms as required.
• Support clients with bookkeeping and compliance needs.
• Some administrative tasks, including answering the phone and greeting clients as needed to help maintain a smooth office environment and to support client interactions

Skills

Tax preparation

Staff accountant

Excel

Microsoft Office

Client communication

Detail oriented

Tools

QuickBooks Desktop

QuickBooks Online

Lacerte

Job description

Job Description

Job Description

This position is on-site in our Diamond Bar office.

We are looking for an Experienced Tax Preparer/ Accountant. We are an accounting and tax CPA firm in Diamond Bar, CA, recognized for accuracy, professionalism, and developing long term relationships with our clients. We work extensively with QuickBooks Desktop, QuickBooks Online, and Lacerte Tax Preparation software, and we are seeking an Experienced Tax Preparer / Staff Accountant who is comfortable working with these platforms while supporting a diverse portfolio of individual and business clients.

This is a full‐time, in‐office role ideal for candidates who thrive in a collaborative, detail‐driven environment and who works well with minimal oversight, .

** Job Duties**

• Prepare income tax returns for Individuals, Corporations, S-Corps, LLC's and Partnerships using Lacerte Tax Software
• Identify and make note of missing and/or incomplete documentation needed for income tax return preparation
• Review your prepared income tax returns for accuracy, completeness, and compliance before submitting to CPA for final review
• Respond to tax notices and communicate with clients professionally
• Manage a higher workload during the tax season, often requiring overtime and Saturday work during March and April
• Manage multiple client engagements, deadlines, and priorities
• Record accounting transactions to the correct GL account, post month‑end journal entries, perform reconciliations and maintain accurate financial records of multiple small to medium‑size local businesses using QuickBooks Desktop and QuickBooks Online
• Review financials for consistency and accuracy; notices when a number is off before anyone else does.
• Ensure the accurate presentation of financial statements for each client, which is crucial for decision-making and compliance purposes.
• File sales tax returns, payroll tax returns, and other miscellaneous forms as required
• Support clients with bookkeeping and compliance needs
• Some administrative tasks, including answering the phone and greeting clients as needed to help maintain a smooth office environment and to support client interactions

** Qualifications**

• 4+ years of experience in tax preparation and accounting
• Ability to manage client projects independently
• EA or CTEC‑Registered Tax Preparer preferred
• Strong and professional verbal and written communication skills
• Excellent organizational skills and attention to detail for accuracy; details matter
• Proficient with Excel & Microsoft Office Suite
• Takes pride in getting things right the first time

** Benefits**

• Health and dental insurance (company pays 75% of employee insurance)
• SIMPLE IRA with employer match
• Paid vacation, sick time, and holidays
• Flexible hours outside of tax season