Staff Accountant

Tax Relief Advocates•Irvine, CA

2d•Onsite

About The Position

At Tax Processing Solutions, we are fueled by a passionate commitment to serve our clients and communities with empathy and integrity. We aim to create a meaningful impact that extends beyond our local roots to communities across the United States and beyond. Our mission is to guide individuals nationwide through the tax resolution process with trust, compassion, education, and unwavering dedication. We are seeking a detail-oriented Staff Accountant to join our team. In this role, you will manage core accounting functions, deliver accurate financial reporting, and provide clients with clear guidance on financial and tax matters. This is a great opportunity for a public accounting or tax resolution professional looking to grow within a fast-paced, client-focused environment. Last year alone, our team helped clients resolve over $34 million in tax debt — and our accounting team plays a direct role in making that relief possible. In this role, you'll be trusted to keep the numbers accurate, the clients informed, and the process running smoothly! We are Great Place to Work Certified- back-to-back years! You can get a sense of our culture by checking us out on TikTok and Instagram.. Our social media channels showcase our team's activities, efforts to give back to the community, and insights from our executives.

Requirements

PTIN required; CTEC certification preferred (or ability to obtain)
1-3 years of experience in public accounting and/or a tax resolution environment
Working knowledge of U.S. tax laws and Generally Accepted Accounting Principles (GAAP)
Knowledge of accounting principles, general ledger functions, and month-end/year-end closing processes
Proficiency with accounting software (QuickBooks, FreshBooks, or similar)
Advanced Microsoft Excel skills (including VLOOKUP, pivot tables, and complex formulas)
Experience with tax preparation software (Drake, ProSeries, Lacerte, or similar)
Familiarity with CRM/ERP systems (Salesforce, Logics, or equivalent)
Strong analytical, problem-solving, and quantitative skills
Excellent written and verbal communication skills, with the ability to explain complex financial and tax concepts clearly to clients and non-finance stakeholders
High attention to detail and accuracy
Ability to manage multiple priorities and meet deadlines in a fast-paced environment
Strong organizational and time-management skills

Nice To Haves

CTEC certification preferred (or ability to obtain)

Responsibilities

Verify, allocate, post, and reconcile accounts payable and receivable transactions
Prepare accurate financial reports and present findings and recommendations to management
Analyze financial statements and summarize results for internal and client use
Identify errors, inefficiencies, and opportunities for process or cost improvement
Review and recommend improvements to accounting systems, controls, and procedures
Review client documentation for completeness and accuracy prior to processing
Advise clients on potential financial and tax liabilities
Maintain compliance with company protocols and deliver consistent, high-quality client service
Meet established daily, weekly, and monthly performance metrics (KPIs)
Perform other related duties as assigned