Job Description

Job Description

Job Title: Accountant & Senior Tax Preparer

Company: Bernstein Financial Services
Location: Van Nuys, CA (In-person)
Salary: $90,000 – $130,000 per year (DOE)

About Us:

Bernstein Financial Services (BFS) is a growing enrolled agent tax and accounting firm based in Van Nuys, CA. We specialize in helping individuals, business owners, and signing preparers meet their financial goals through expert tax planning, full-service accounting, and strategic financial guidance.

At BFS, no one does “just one thing.” Our team thrives on diversity of experience, and we offer an engaging, collaborative work environment where you’ll take on meaningful and challenging responsibilities from day one. We take pride in building long-term relationships with clients and offering a high standard of ethical, professional service.

Visit us at: bernsteinfinancial.com

Position Overview:

We are seeking a well-rounded Accountant & Tax Preparer who can manage full-charge accounting responsibilities for our clients and prepare individual and business tax returns and who is highly proficient in QuickBooks Online and QuickBooks Desktop. This is a unique opportunity for someone motivated to grow their accounting career who wants to help make an accounting department more efficient and take on increasing responsibilities. This is a full-time, in-person role (M–F) based in our Van Nuys office , with occasional overtime hours required during peak tax season.

Key Responsibilities:

Accounting & Bookkeeping:

• Full-charge bookkeeping for write-up clients and small businesses
• Reconcile bank/credit card accounts; maintain general ledgers in QuickBooks
• Prepare financial statements and support quarterly and year-end closings
• Manage payroll processing, sales tax filings, and 1099s
• Review and improve workflows in QuickBooks Online and Desktop
• Assist with inventory tracking, journal entries, and financial reporting

Tax Preparation & Planning:

• Prepare federal and state tax returns for individuals, S-corps, C-corps, partnerships, and trusts.

· Gather and organize financial documents from clients for tax preparation

· Ensure accurate data entry and compliance with current tax laws

Client Service & Communication:

• Meet with clients to gather documents, answer questions, and resolve discrepancies
• Coordinate with team and leadership to ensure timely, accurate deliverables
• Maintain organized records and follow up with clients on outstanding items
• Provide mentorship to junior staff when appropriate

Skills & Experience Required:

• Minimum 5 years of recent experience in a public accounting or EA firm
• Full-charge accounting experience and payroll knowledge
• Individual & Business Tax Preparation (complex returns required)
• Proficient in:
  • QuickBooks Online (bank feeds, invoices, AP/AR, deposits)
  • QuickBooks Desktop (same as above)
  • Lacerte or similar tax software
  • Microsoft Excel
• Experience with multiple company books in fast-paced environments
• Strong understanding of accounting principles and tax compliance
• Comfortable meeting with clients and discussing tax matters

Preferred Qualifications:

• EA (Enrolled Agent), CPA, or CTEC certification
• Bachelor’s degree in Accounting, Taxation, or related field
• QuickBooks ProAdvisor Certification (a plus)
• Experience resolving IRS/state notices
• Strong problem-solving and time management skills
• Tech-savvy and eager to learn new tools or systems
• Detail-oriented, organized, and committed to ethical excellence

Benefits:

• Competitive salary and performance-based incentives
• Simple IRA with up to 3% employer match
• Medical, dental, and vision insurance
• Life insurance
• Paid Time Off and Paid Sick Leave
• Ongoing professional development and education support
• A collaborative, ethical work environment
• Work-life balance encouraged – even during busy season

Job Details:

• Job Type: Full-time
• Location: In-person (Van Nuys, CA 91406)
• Schedule: * Monday to Friday (8-hour shift) * Additional hours during tax season
• Pay Range: $90,000 – $130,000 per year (depending on experience and credentials)

Experience Requirements:

• Individual Tax Prep: 5+ years
• Corporate/Partnership Tax: 3+ years
• Bookkeeping: 3+ years
• QuickBooks Online/Desktop: 3+ years
• Tax software (Lacerte preferred): 2+ years

Certifications:

• EA, CPA, or CTEC certification (at least one is a plus)

Join our team at Bernstein Financial Services and become part of a firm that values your expertise, encourages your growth, and rewards your impact on clients' financial success. Bernstein Financial Services is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees

Company Description

See Website: www.bernsteinfinancial.com
Michael Bernstein (Partner) LinkedIn: linkedin.com/in/michael-bernstein-97033b2b
Rachel Garcia (Partner) LinkedIn: linkedin.com/in/rachel-garcia-94b88a7a
Anna Waynshtain (Partner) LinkedIn: linkedin.com/in/anna-waynshtain-e-a-589a9a31

Company Description

See Website: www.bernsteinfinancial.com \r\nMichael Bernstein (Partner) LinkedIn: linkedin.com/in/michael-bernstein-97033b2b\r\nRachel Garcia (Partner) LinkedIn: linkedin.com/in/rachel-garcia-94b88a7a\r\nAnna Waynshtain (Partner) LinkedIn: linkedin.com/in/anna-waynshtain-e-a-589a9a31