Job Description
We’re a growing tax and accounting firm seeking a proactive, relationship-focused CPA with a CTEC certification to join our team. If you enjoy supporting clients, improving systems, mentoring others, and being part of a firm that’s building for the future, this role offers the chance to make a meaningful impact.
This is a key position with both day-to-day operational responsibilities and long-term strategic influence. You’ll work directly with clients, oversee tax and bookkeeping work, guide resolutions with tax agencies, and help strengthen internal processes and team development. What You’ll Do Provide bookkeeping support for individuals and small businesses Manage tax resolution cases (offers in compromise, payment plans, correspondence with tax agencies) Prepare and review individual and business tax returns Review and approve returns prepared by team members to ensure accuracy Assist with IRS and state notices and audits Create and refine workflows, checklists, and SOPs Train and mentor preparers and support staff Collaborate with leadership to improve systems, service quality, and firm operations Contribute to a positive, accountable, growth-oriented work culture Who We’re Looking For Active CPA license in California (or eligible for reciprocity) CTEC certification required 3+ years of experience in tax and/or public accounting Solid understanding of tax preparation and general accounting principles Experience reviewing and correcting work prepared by others Comfortable creating or refining internal procedures Proficient in QuickBooks and Drake (or similar software) Clear, professional communicator with strong client skills Able to support and guide a small team when needed Bilingual in Spanish (required) Someone who wants to grow with the firm, not just work in it What We Offer A team that values your ideas, experience, and leadership A stable, supportive work environment with room to advance Direct influence over how the firm evolves and improves The opportunity to take on meaningful responsibility and help shape the future of the firm Equal Opportunity Employer / Disabled / Protected Veterans The Know Your Rights poster is available here:This company offers growth and a great group of people to work with.
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