Tax Preparer

Thoerner & Toma

Tax Preparer

Laguna Beach, CA +1 location
Full Time
Paid
  • Responsibilities

    Benefits:

    401(k)

    Health insurance

    Paid time off

    Training & development

    Tax Preparer – Business & Accounting Focus

    Location: On-site Honolulu 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

  • Locations
    Laguna Beach, CA • Honolulu, HI