CPA/EA - Tax Preparer

NCH Tax & Wealth Advisors, Inc. - Fullerton, CA


This role will provide technical support to tax preparers by formulating initial tax returns for businesses and individuals. It will be expected that this person will identify and solve issues and provide succinct work papers for review by senior staff.

  • Enrolled Agent or CPA Status – Accounting degree preferred
  • 3+ Years of hands-on experience preparing individual and business tax returns
  • Experience with foreign reporting (FBAR, FATCA, form 5471) a PLUS
  • Lacerte experience a PLUS
  • Intermediate proficiency with Microsoft Office suite of tools

Critical Competencies include the ability to learn quickly, move quickly and take a forceful stand without being overly abrasive. Demonstrate strong materiality judgement, specifically -- has the ability to determine when an item is large enough to follow through with additional cost/effort versus when an item is small enough that rounding is acceptable. Strong analytical skills, efficient and organized, calm under pressure.

Job Type: Full-time


  • Tax Preparation: 3 years (Required)


  • Bachelor's (Required)


  • CPA or EA (Preferred)

Work authorization:

  • United States (Required)