Tax Accountant

About this role

About Safer & Company

Safer & Company is a Certified Public Accounting firm based in Agoura Hills, CA. We work with individuals, business owners, and organizations on tax planning, advisory services, and ongoing accounting — with a focus on long-term relationships and proactive strategy, not just annual returns.

We're a small, growing team. Everyone here works directly with clients and has real ownership over their accounts. If you want a firm where your work matters from week one, this is the right place.

About the role

We're looking for a Tax Accountant to join the team. Tax prep is the core of the job, but this isn't a back-office position. You'll be talking to clients, building relationships, and growing into a regular point of contact for your accounts.

Good fit for someone with 1-4 years of experience in accounting or public accounting who wants to build a tax career with real client exposure.

What you'll do

Tax preparation:

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Prepare individual (1040) and business returns (1120, 1120-S, 1065)

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Gather and organize client documents; follow up on missing info

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Prepare workpapers, supporting schedules, and reconciliations

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Categorize transactions and reconcile accounts in QuickBooks Online

Client accounting:

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Support monthly close: bookkeeping, journal entries, financial statements

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Communicate with clients on routine tax and accounting items

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Grow into a primary point of contact for assigned clients over time

What we're looking for

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1-4 years of experience in accounting, tax, or public accounting

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Exposure to individual and/or business tax return preparation

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Comfortable in QuickBooks Online and Microsoft Excel

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Familiarity with Lacerte tax software is a plus

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CPA or EA track preferred - we'll support you

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Detail-oriented, organized, meets deadlines without being chased

Bachelor's degree in Accounting or related field preferred. Public accounting or CPA f...