Staff Tax Accountant

About this role

Role Description
The Staff Tax Accountant is a full-time, on-site role based in Ontario, CA. This role is responsible for preparing tax returns, ensuring accuracy and compliance with federal, state, and local tax regulations. Day-to-day tasks include preparing tax returns and maintaining organized documentation and workpapers. The role involves regular, direct communication with clients and colleagues to clarify information, resolve issues, and contribute to high-quality service delivery.

Qualifications

• 1-2 years of experience in Form 1040, including Schedule A, Schedule C, Schedule E, Schedule D.
• Review client-provided tax documents for completeness and accuracy and identified additional information required for return preparation.
• Bachelor’s degree in Accounting, Finance, or a related field; CPA eligibility or EA licensure is a plus.
• Proficiency with tax and accounting software, as well as Microsoft Excel and other office tools.
• Detail-oriented with strong organizational, and time and task management skills.
• Effective written and verbal communication skills and the ability to work collaboratively in a team and directly to client.
• Willingness to learn, adapt to changing regulations, and maintain confidentiality and professional ethics.