Tax Professional

Job Summary We are seeking an experienced and detail-oriented Full-Time Tax Professional to join our team. In this role, you will prepare and review individual and business tax returns, provide strategic tax guidance, and ensure compliance with federal and state tax regulations. The ideal candidate is highly organized, client-focused, and capable of managing multiple engagements while maintaining accuracy and professionalism. This position is designed to support a healthy work-life balance, including no overtime requirements during busy tax season.

Responsibilities:

Prepare and review individual, corporate, partnership, and business tax returns Communicate directly with clients regarding tax matters, filings, and financial documentation Analyze financial records and identify potential tax-saving opportunities Ensure compliance with federal, state, and local tax laws and regulations Maintain accurate and organized client records and documentation Assist clients with tax planning and year-round tax-related questions Research tax issues and stay informed on current tax law updates and regulatory changes Provide exceptional client service while maintaining strict confidentiality Collaborate with team members to ensure timely and accurate completion of client work Support process improvements and contribute to overall office efficiency Qualifications Minimum of 5 years of professional tax preparation and tax planning experience required Active CPA or EA license required Strong knowledge of federal and state tax laws and filing requirements Experience preparing individual and business tax returns Excellent analytical, organizational, and problem-solving skills Strong communication and client relationship abilities Ability to manage deadlines and multiple client engagements efficiently High level of professionalism and attention to detail Strong understanding of Microsoft Excel and accounting software, including QuickBooks What We Offer Competitive salary based on experience Full benefits package Stable, supportive, and professional work environment Healthy work-life balance with no overtime during busy season Opportunities for professional growth Collaborative team culture focused on quality client service If you are an experienced tax professional looking for a full-time opportunity with a balanced workload and a supportive team environment, we encourage you to apply.

Job Type:

Full-time Pay:

From $105,000.00 per year

Benefits:

401(k) Dental insurance Flexible schedule Health insurance Paid time off Parental leave Professional development assistance Retirement plan Vision insurance

License/Certification:

Enrolled Agent License (Required) CPA License (Required) Ability to

Commute:

Agoura Hills, CA 91301 (Required)

Work Location:

In person