Tax Reviewer (CPA Required)

AppleOne Employment Services; Santa Ana (CA); Hybrid; USD 110,000 - 145,000; Full time

Job summary

AppleOne Employment Services is seeking an experienced Tax Reviewer for a growing public accounting firm in the Central Valley. The ideal candidate will review complex returns, mentor staff, and provide strategic tax guidance to a diverse client base.

Position based in Fresno or Visalia with potential hybrid flexibility; the role requires an active CPA license, a bachelor’s degree in accounting/taxation, and minimum 5 years of public accounting tax experience.

Qualifications

• Active CPA License required.
• Bachelor's Degree in Accounting, Taxation, or related field.
• Minimum 5 years of public accounting tax experience.
• Significant experience reviewing Individual (1040), Partnership (1065), Corporate (1120), and S Corporation (1120-S) returns.
• Strong knowledge of Federal and California tax regulations.
• Proficiency with tax software and tax research tools.
• Advanced Microsoft Excel and Microsoft 365 skills.
• Excellent written and verbal communication skills.

Responsibilities

• Review complex federal and state tax returns for individuals, partnerships, corporations, and S corporations.
• Ensure accuracy, completeness, and compliance with current tax laws and regulations.
• Review supporting workpapers and documentation; provide feedback and guidance.
• Identify tax-saving opportunities and planning recommendations.
• Verify proper tax treatment of income, deductions, credits, basis calculations, and related tax matters.

Skills

Attention to detail

Mentoring

Communication

Tax research

Education

CPA License

Bachelor's Degree in Accounting/Taxation

Tools

Tax software

Job description

A well-established and growing public accounting firm in the Central Valley is seeking an experienced Tax Reviewer to join its tax team. This is an excellent opportunity for a tax professional who enjoys reviewing complex returns, mentoring staff, and providing strategic tax guidance to a diverse client base.

Qualifications

• Active CPA License
• Bachelor's Degree in Accounting, Taxation, or related field
• Minimum 5 years of public accounting tax experience
• Significant experience reviewing:
  • Individual (1040)
  • Partnership (1065)
  • Corporate (1120)
  • S Corporation (1120-S) returns
• Strong knowledge of Federal and California tax regulations
• Proficiency with tax software and tax research tools
• Advanced Microsoft Excel and Microsoft 365 skills
• Excellent written and verbal communication skills

Preferred

• 7+ years of public accounting experience
• Experience serving closely held businesses, real estate, agricultural, and high-net-worth clients
• Tax planning and consulting experience
• Prior leadership, mentoring, or review experience

Ideal Candidate

• CPA licensed
• Strong in tax review and quality control
• Comfortable researching complex tax issues
• Experienced in public accounting
• A mentor and team leader
• Client-focused with excellent communication skills
• Detail-oriented and deadline-driven

Work Environment

Position based in either Fresno or Visalia

Potential hybrid flexibility based on performance and firm policy

Additional hours may be required during tax season and peak filing periods

Key Responsibilities

Tax Return Review

• Review complex federal and state tax returns, including:
  • Individual (1040)
  • Partnership (1065)
  • Corporate (1120)
  • S Corporation (1120-S)
• Ensure accuracy, completeness, and compliance with current tax laws and regulations
• Review supporting workpapers and documentation
• Identify tax-saving opportunities and planning recommendations
• Verify proper tax treatment of income, deductions, credits, basis calculations, and related tax matters

Technical Tax Research & Planning

• Research federal and California tax issues
• Provide guidance and technical support to staff and clients
• Stay current on tax law changes and industry developments
• Collaborate with management on complex tax matters and planning strategies

Client Service

• Communicate review comments and recommendations professionally
• Participate in client meetings as needed
• Assist with responses to IRS and state tax notices
• Build and maintain strong client relationships

Staff Mentorship & Development

• Coach and mentor tax preparers and staff accountants
• Review work product and provide constructive feedback
• Support training and ongoing development initiatives
• Help improve efficiency and consistency within the tax department

Quality Control

• Maintain high standards for tax return quality and compliance
• Ensure engagement deadlines are met
• Identify opportunities for process improvements and workflow efficiencies
• Support firm-wide quality assurance initiatives

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here: https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here: https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program. https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.