Thoerner & Toma Co
Tax Preparer Business Accounting Focus
Thoerner & Toma Co, Irvine, California, United States, 92713
Job Description
Job Description 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 Our forward-looking leadership team is made up of dedicated and focused individuals working to ensure we provide the highest quality products and services to our clients. Together, their knowledge and experience keeps us at the forefront of the tax and accounting industry. Company Description
Our forward-looking leadership team is made up of dedicated and focused individuals working to ensure we provide the highest quality products and services to our clients. Together, their knowledge and experience keeps us at the forefront of the tax and accounting industry.
#J-18808-Ljbffr
Job Description 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 Our forward-looking leadership team is made up of dedicated and focused individuals working to ensure we provide the highest quality products and services to our clients. Together, their knowledge and experience keeps us at the forefront of the tax and accounting industry. Company Description
Our forward-looking leadership team is made up of dedicated and focused individuals working to ensure we provide the highest quality products and services to our clients. Together, their knowledge and experience keeps us at the forefront of the tax and accounting industry.
#J-18808-Ljbffr