Job Description
Job Description
We are seeking an experienced and dedicated Certified Public Accountant (CPA) to join our growing firm. This position plays a key leadership role in providing high-quality tax and bookkeeping services, managing tax resolution cases, mentoring team members, and helping shape the firm’s operations and growth. The ideal candidate is proactive, detail-oriented, and passionate about delivering exceptional client service.
Bilingual Spanish is a MUST.
Key Responsibilities :
Provide accurate and timely bookkeeping services for individuals and small businesses
Manage tax resolution cases, including offers in compromise, installment agreements, and communication with tax authorities
Prepare and review individual and business tax returns in compliance with IRS and state regulations
Review and sign off on all tax returns completed by preparers to ensure accuracy and compliance
Assist in handling audits and responding to IRS or state tax notices
Develop and document Standard Operating Procedures (SOPs) for workflows such as tax preparation, client onboarding, and document management
Train and mentor tax preparers and administrative staff on accounting processes, software, and compliance standards
Collaborate with leadership to enhance internal systems and improve client service quality
Foster a culture of integrity, accountability, and professional growth
Contribute to the long-term vision and expansion of the firm
Qualifications :
Active CPA license in California (or eligible for reciprocity)
Minimum 3 years of experience in tax, bookkeeping, and / or public accounting
Strong working knowledge of tax preparation, accounting principles, and tax resolution strategies
Proven experience reviewing tax returns prepared by others
Experience writing SOPs or developing internal process documents
Proficiency in QuickBooks, Drake Software, and other accounting / tax platforms
Excellent communication, leadership, and mentoring skills
Ability to lead and support a small team
Long-term commitment to firm growth and success
Bilingual Spanish required
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, the Company 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.
#1186
Company Description
This company offers growth and a great group of people to work with.
Company Description
This company offers growth and a great group of people to work with.
Tax Cpa • Lake Forest, CA, US