Experienced Tax Preparer

Long Beach, California, United States Privity CPA Partners PC

Job Type: Full-Time or Seasonal (January-April)

About Us

We are a client-focused tax and advisory firm dedicated to delivering personalized, high-quality service across individual, business, and trust taxation. We value professionalism, integrity, and efficiency and were looking for an experienced tax preparer to join our California team.

We are seeking a proficient and detail-oriented tax preparer who is experienced in federal and California state tax return preparation. The ideal candidate will be skilled in handling complex individual and small business tax situations and capable of working independently while meeting firm deadlines.

Prepare and review 1040
, Schedule C,
1120-S,
1065
, and state returns
, with a strong emphasis on California tax law

Conduct client interviews to gather data and clarify tax issues

Identify potential tax credits and deductions to optimize client savings

Maintain accurate work papers and documentation for each return

Address client inquiries and follow up on tax return status

Ensure compliance with federal and California state tax regulations

Stay current with tax law updates and apply them appropriately

Minimum 3+ years of recent experience preparing federal tax returns

Valid IRS PTIN

Registered as a CTEC Tax Preparer
or exempt: CPA, EA

Strong understanding of California individual and small business tax regulations

Proficiency with Lacerte
, Pro Connect

Excellent communication and organizational skills

Ability to manage multiple returns in a deadline-driven environment

Credentialed as a CPA
, EA
, or AFSP participant

Experience with tax resolution or IRS correspondence

Competitive hourly or salaried pay (commensurate with experience)

Bonus opportunities based on performance

Flexible hours with remote/hybrid options

Company-provided training and CE support

Supportive and collaborative work environment