Tax Preparer Job at AppleOne, Lake Forest, CA

OUt6YWw3alRtNUpmZlVHV2lWRGNXZmUxaEE9PQ==
  • AppleOne
  • Lake Forest, CA

Job Description

Job Description

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:
-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
- 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.
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.

Job Tags

Similar Jobs

The Pivot Group Network

Tooling Engineer - Zeeland Area Job at The Pivot Group Network

 ...Design, develop, and optimize manufacturing tooling, fixtures, and molds. Oversee the maintenance, repair, and modification of...  ...understanding of various manufacturing processes (e.g., CNC machining, injection molding, stamping, die casting). Expertise in tool design... 

The Principia

Assistant Athletic Director Job at The Principia

 ...Title: Assistant Athletic Director Department/Location: College Athletics /Elsah Position Type: Full-time, 12-month Summary The Assistant Athletic Director plays a key leadership role within Principia's athletics program, serving as the Deputy to the... 

Ampersand Therapy

School Social Worker Job at Ampersand Therapy

 ...School Social Worker 20252026 School Year InPerson | Illinois Ampersand Therapy is hiring a passionate School Social Worker for the 20252026 school year. Were offering full-time and part-time opportunities, all in-person, with positions available across elementary... 

Properties & Estates

Real Estate Sales Agent Job at Properties & Estates

 ...exceptional client service Self-starters ready to leverage our resources for their success Commitment to ongoing learning and embracing new strategies Flexibility to attend monthly team meetings and manage client needs effectively Join Us and Experience: A... 

Excite Health Partners Allied

Travel Vascular Sonographer Job at Excite Health Partners Allied

 ...graft assessments.\n Ability to operate vascular-specific equipment like PVR/Segmental Pressure systems and understand vascular pathology thoroughly.\n \n Preferred Education & Experience: \n \n Certified as an RVT or RVS with at least 2 years of recent...