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Tax Preparer

Thoerner & Toma

Laguna Beach, CA

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JOB DETAILS
SKILLS
Accounting, Analysis Skills, Bookkeeping, Certified Public Accountant (CPA), Communication Skills, Customer Relations, Customer Support/Service, Customer/Client Research, Detail Oriented, Federal Tax, Financial Analysis, Financial Statements, Generally Accepted Accounting Principles (GAAP), High Net Worth, Intuit Quickbooks, Maintain Compliance, Organizational Skills, Presentation/Verbal Skills, Public Accounting, Quality Metrics, Regulatory Compliance, State Tax, Tax Accounting, Tax Planning, Tax Regulations, Tax Returns, Tax Software, Time Management, Training/Teaching, Writing Skills
LOCATION
Laguna Beach, CA
POSTED
30+ days ago
Benefits:
  • 401(k)
  • 401(k) matching
  • Competitive salary
  • Flexible schedule
  • Opportunity for advancement
  • Training & development

Tax Preparer – Business & Accounting Focus


Location: On-site Laguna Beach - parking provided
Employment Type: Full-Time / Part-Time
Reports To: Tax Manager/ Partner


Position Summary


We are seeking a highly skilled Tax Preparer with a strong background in business taxation and accounting to join our growing firm. This role is ideal for a detail-oriented professional CPA or EA with 5–7 years of public accounting experience and/or experience as Senior Tax Staff / Senior Tax Preparer or similar. It's critical that you understand the full financial picture: tax compliance, accounting, and advisory, and can work confidently with business owners, trusts, and high-net-worth individuals.


Key Responsibilities


  • Prepare and review federal and state tax returns, including:

    • Business returns (Forms 1065, 1120S, 1120)

    • Individual returns (Forms 1040)

    • Trust and estate returns (Forms 1041)

  • Analyze financial statements, general ledgers, and accounting records to ensure tax accuracy and compliance

  • Reconcile book-to-tax differences and identify tax planning opportunities

  • Collaborate with accounting and advisory teams to support clients year-round

  • Communicate directly with clients to gather information, clarify issues, and explain tax positions

  • Ensure compliance with IRS regulations, deadlines, and firm quality standards

  • Assist with notices, extensions, and amended returns as needed

  • Support tax planning, projections, and advisory work for business clients

Required Qualifications


  • Strong background in business taxation and accounting

  • Experience with trusts, estates, and multi-entity structures

  • Minimum 5-7 years of tax preparation experience (public accounting preferred)

  • Solid understanding of financial statements, bookkeeping, and GAAP concepts

  • Proficiency with tax software (Lacerte)

  • Strong analytical, organizational, and time-management skills

  • Ability to manage multiple engagements and deadlines during tax season

  • Excellent written and verbal communication skills

Preferred Qualifications


  • CPA, EA, or actively pursuing certification

  • Prior experience working with closely held businesses and high-net-worth clients

  • Familiarity with QuickBooks and other accounting platforms

  • Advisory mindset with interest in long-term client relationships

What We Offer


  • Competitive compensation based on experience

  • Opportunities for growth and advancement

  • Supportive team culture with a focus on quality and professionalism

  • Exposure to complex and meaningful client work

  • A firm committed to being one of the best places to work


About the Company

T

Thoerner & Toma

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