To & Scott Llc
Tax Preparer Business Accounting Focus
To & Scott Llc, Irvine, California, United States, 92713
Tax Preparer – Business & Accounting Focus
Location:
On-site Irvine with possibility of transition to hybrid 2 days WFH Employment Type:
Full-Time / Part-Time Reports To:
Tax Manager/ Partner
Position Summary We are seeking a highly skilled Tax Preparer with a strong background in business taxation and accounting to join our growing firm. This role is ideal for a detail-oriented professional CPA or EA with 5–7 years of public accounting experience and/or experience as Senior Tax Staff / Senior Tax Preparer or similar. It's critical that you understand the full financial picture: tax compliance, accounting, and advisory, and can work confidently with business owners, trusts, and high-net-worth individuals.
Key Responsibilities
Prepare and review federal and state tax returns, including:
Business returns (Forms 1065, 1120S, 1120)
Individual returns (Forms 1040)
Trust and estate returns (Forms 1041)
Analyze financial statements, general ledgers, and accounting records to ensure tax accuracy and compliance
Reconcile book-to-tax differences and identify tax planning opportunities
Collaborate with accounting and advisory teams to support clients year-round
Communicate directly with clients to gather information, clarify issues, and explain tax positions
Ensure compliance with IRS regulations, deadlines, and firm quality standards
Assist with notices, extensions, and amended returns as needed
Support tax planning, projections, and advisory work for business clients
Required Qualifications
Strong background in business taxation and accounting
Experience with trusts, estates, and multi-entity structures
Minimum 5-7 years of tax preparation experience (public accounting preferred)
Solid understanding of financial statements, bookkeeping, and GAAP concepts
Proficiency with tax software (Lacerte)
Strong analytical, organizational, and time-management skills
Ability to manage multiple engagements and deadlines during tax season
Excellent written and verbal communication skills
Preferred Qualifications
CPA, EA, or actively pursuing certification
Prior experience working with closely held businesses and high-net-worth clients
Familiarity with QuickBooks and other accounting platforms
Advisory mindset with interest in long-term client relationships
What We Offer
Competitive compensation based on experience
Opportunities for growth and advancement
Supportive team culture with a focus on quality and professionalism
Exposure to complex and meaningful client work
A firm committed to being one of the best places to work
Company Description To & Scott is an Orange County–based CPA firm with over 30 years of experience serving individuals and businesses. We are committed to helping clients maintain financial strength today while proactively planning for the future. Known for our professionalism, responsiveness, and high standards of excellence, we take pride in being a trusted part of our business community.
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Location:
On-site Irvine with possibility of transition to hybrid 2 days WFH Employment Type:
Full-Time / Part-Time Reports To:
Tax Manager/ Partner
Position Summary We are seeking a highly skilled Tax Preparer with a strong background in business taxation and accounting to join our growing firm. This role is ideal for a detail-oriented professional CPA or EA with 5–7 years of public accounting experience and/or experience as Senior Tax Staff / Senior Tax Preparer or similar. It's critical that you understand the full financial picture: tax compliance, accounting, and advisory, and can work confidently with business owners, trusts, and high-net-worth individuals.
Key Responsibilities
Prepare and review federal and state tax returns, including:
Business returns (Forms 1065, 1120S, 1120)
Individual returns (Forms 1040)
Trust and estate returns (Forms 1041)
Analyze financial statements, general ledgers, and accounting records to ensure tax accuracy and compliance
Reconcile book-to-tax differences and identify tax planning opportunities
Collaborate with accounting and advisory teams to support clients year-round
Communicate directly with clients to gather information, clarify issues, and explain tax positions
Ensure compliance with IRS regulations, deadlines, and firm quality standards
Assist with notices, extensions, and amended returns as needed
Support tax planning, projections, and advisory work for business clients
Required Qualifications
Strong background in business taxation and accounting
Experience with trusts, estates, and multi-entity structures
Minimum 5-7 years of tax preparation experience (public accounting preferred)
Solid understanding of financial statements, bookkeeping, and GAAP concepts
Proficiency with tax software (Lacerte)
Strong analytical, organizational, and time-management skills
Ability to manage multiple engagements and deadlines during tax season
Excellent written and verbal communication skills
Preferred Qualifications
CPA, EA, or actively pursuing certification
Prior experience working with closely held businesses and high-net-worth clients
Familiarity with QuickBooks and other accounting platforms
Advisory mindset with interest in long-term client relationships
What We Offer
Competitive compensation based on experience
Opportunities for growth and advancement
Supportive team culture with a focus on quality and professionalism
Exposure to complex and meaningful client work
A firm committed to being one of the best places to work
Company Description To & Scott is an Orange County–based CPA firm with over 30 years of experience serving individuals and businesses. We are committed to helping clients maintain financial strength today while proactively planning for the future. Known for our professionalism, responsiveness, and high standards of excellence, we take pride in being a trusted part of our business community.
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