Manage accounting and bookkeeping responsibilities for a diverse portfolio of business clients.

Prepare and maintain financial records, reconciliations, and financial statements.

Handle payroll tax filings, 1099 reporting, and related compliance requirements.

Assist with individual, business, and trust tax return preparation.

Support tax planning, projections, and compliance engagements.

Communicate directly with clients regarding accounting and tax matters.

Collaborate with partners and team members to ensure timely, accurate client deliverables.

Take increasing ownership of client accounting engagements while developing additional tax expertise.

Minimum 3 years of recent public accounting experience.

Strong hands-on experience with bookkeeping, business accounting, and financial reporting.

Working knowledge of individual and business taxation.

Ability to independently manage client responsibilities and deadlines.

Strong communication, organization, and client-service skills.

Ability to work onsite in Fullerton, CA, five days per week.

Must reside within approximately 25 miles of the office.

5–7 years of public accounting experience.

Active CPA license or CPA candidate pursuing licensure.

Experience with CCH Axcess; candidates with Lacerte or comparable tax software will also be considered.

Experience with payroll tax returns, 1099s, and business/trust accounting.

Interest in long-term professional growth and potential partnership.