Top 47 Enrolled agent Jobs in Orange Ca

Sr Tax Reviewer
EXCEL TAX GROUP, INC —Aliso Viejo, CA
- Full-time
- Hybrid work
- Background check
- CPA
- Research
- Health insurance
- 401(k)
Quick Apply
4d
Enrolled Agent - ACS
Tax Relief Advocates —Irvine, CA
- $70,340 - $85,000 a year
- Full-time
- CPA
- Analysis skills
- Communication skills
Quick Apply
Tax Preparer
Tax Relief Advocates —Irvine, CA
- $27 - $34 an hour
- Full-time
- Research
- Mid-level
- Office
Quick Apply
Accountant CPA EA
Confidential —Upland, CA
- $72,000 - $105,000 a year
- 8 hour shift
- Microsoft Outlook
- CPA
- 5 years
- Opportunities for advancement
Quick Apply
Tax Administrator / Experienced Tax Preparer - Laguna Beach CPA Firm
Accounting & Tax Solutions —Laguna Beach, CA
- $28 - $50 an hour
- Full-time
- Background check
- Bachelor of Science
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
16h
Enrolled Agent
Tax Accounting Bureau. Inc —Santa Ana, CA
- $3,000 - $3,500 a month
- Part-time
- Computer literacy
- Accounting
- In-person
- Work from home
- Opportunities for advancement
Quick Apply
IRS Enrolled Agent
American Tax Defense —Santa Ana, CA
- $80,000 - $110,000 a year
- Full-time
- Research
- In-person
- Negotiation
Quick Apply
Entity Tax Preparer
Tax Relief Advocates —Irvine, CA
- $30 - $35 an hour
- Overtime
- CPA
- Salesforce
- Mid-level
Quick Apply
Tax Manager - Private Company
RSM —Irvine, CA
- $95,400 - $180,400 a year
- Full-time
- Management
- CPA
- Bachelor's degree
Account Manager - Enrolled Agent
ATS Consulting —Santa Ana, CA
- $75,000 - $100,000 a year
- Full-time
- Hybrid work
- Spanish
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Manager, International Tax
Deloitte —Costa Mesa, CA
- $116,175 - $237,375 a year
- Full-time
- Hybrid work
- Management
- CPA
- 5 years
Tax Senior, Core Tax Services
BDO —Costa Mesa, CA
- $80,000 - $118,000 a year
- Full-time
- Management
- CPA
- Research
- Employee stock ownership plan
- Retirement plan
Tax Manager - Tax Exempt
Deloitte —Costa Mesa, CA
- $107,925 - $205,000 a year
- Full-time
- Hybrid work
- Management
- CPA
- 5 years
Senior Tax Strategy Advisor
Savant —Fullerton, CA
- $158,000 - $205,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- CPA
- Health savings account
- AD&D insurance
8d
Tax Manager
Aldrich CPAs & Advisors LLP —Brea, CA
- $125,000 - $165,000 a year
- Full-time
- Hybrid work
- 6 years
- CPA
- Writing skills
- Profit sharing
- Paid parental leave
Tax Delivery Manager, Global Employer Services - Individual Client Services
Deloitte —Costa Mesa, CA
- $105,375 - $215,375 a year
- Full-time
- CPA
- 5 years
- Finance
Senior, Tax Analyst - Payroll
Deloitte —Costa Mesa, CA
- $64,725 - $132,250 a year
- Full-time
- Hybrid work
- CPA
- Research
- 3 years
Tax Senior - Private Wealth
Deloitte —Costa Mesa, CA
- $74,925 - $153,000 a year
- Full-time
- Hybrid work
- CPA
- Mid-level
- Office
Tax Senior - Federal / Corporate Tax
Deloitte —Costa Mesa, CA
- $74,925 - $153,000 a year
- Full-time
- Hybrid work
- CPA
- Writing skills
- Research
Tax Manager - Private Wealth
Deloitte —Costa Mesa, CA
- $100,350 - $205,000 a year
- Full-time
- Hybrid work
- CPA
- 5 years
- Research

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Sr Tax Reviewer

EXCEL TAX GROUP, INC
Aliso Viejo, CA

Quick Apply

Job Details

Full-time
4 days ago

Benefits

Health insurance
401(k)
Paid time off
Opportunities for advancement
Paid sick time

Qualifications

Public accounting
Partnership tax expertise
Income tax planning
Accounting firm experience
Document review
Technical Proficiency

Full Job Description

About the role

Excel Tax Group, Inc. is seeking an experienced Senior Tax Reviewer to serve in a key quality-control and technical-leadership role. You will review complex individual, business, trust, estate, and nonprofit tax returns; identify technical and reporting issues; provide clear guidance to preparers; and help maintain consistently high standards across the firm.

The ideal candidate combines deep tax knowledge with sound professional judgment, exceptional attention to detail, and the ability to develop other tax professionals through thoughtful review notes and coaching. This is an opportunity for an accomplished reviewer who wants substantive technical work, professional autonomy, direct access to firm leadership, and a central role in a modern, growing tax practice.

Responsibilities

- Perform detailed technical reviews of federal and state returns for individuals, businesses, trusts, estates, nonprofit organizations, and related entities.

- Review Forms 1040, 1065, 1120-S, 1120, 1041, and 990, including associated schedules, elections, disclosures, and state filings.

- Tie return positions to source documents, workpapers, prior-year returns, depreciation schedules, carryforwards, and client-provided information.

- Identify omitted income, unsupported deductions, incorrect classifications, missed elections, basis limitations, carryover discrepancies, and federal-to-state differences.

- Review complex partnership and S corporation matters, shareholder and partner basis, multistate taxation, rental real estate, capital transactions, passive activities, depreciation, retirement plans, and qualified business income.

- Evaluate whether tax positions are technically supportable and appropriately documented.

- Assess returns for accuracy, completeness, consistency, tax efficiency, and filing readiness.

- Prepare concise, actionable review notes that explain the issue, technical basis, and recommended resolution.

- Collaborate with preparers and senior accountants to resolve review points efficiently.

- Coach tax staff and strengthen technical knowledge, workpaper quality, and preparation skills.

- Research complex federal and state tax matters using authoritative guidance.

- Monitor tax-law developments and translate relevant changes into practical firm procedures.

- Help develop technical standards, review checklists, training materials, and quality-control processes.

- Communicate significant risks, unresolved matters, and planning opportunities to firm leadership.

- Improve standardized workflows and review automation without sacrificing professional judgment.

Required qualifications

- At least seven years of progressively responsible public-accounting tax experience, including substantial experience reviewing returns prepared by others.

- Strong technical proficiency in individual and closely held business taxation.

- Demonstrated experience reviewing complex Forms 1040, 1065, 1120-S, 1120, and 1041.

- Working knowledge of Form 990 and nonprofit tax compliance.

- Strong knowledge of basis, distributions, loss limitations, passive activities, depreciation, capital gains, entity transactions, and multistate reporting.

- Ability to identify compliance errors and legitimate tax-planning opportunities.

- Strong tax-research skills and the ability to support conclusions with authoritative guidance.

- Ability to write precise, constructive, and efficient review notes.

- Strong organization and deadline-management skills during peak periods.

- Professional communication, sound judgment, integrity, discretion, and accountability.

- Comfort working in a technology-forward, paperless environment.

Preferred qualifications

- Active CPA or Enrolled Agent credential.

- Bachelor’s or master’s degree in accounting, taxation, or a related field.

- Advanced tax education or substantial continuing professional education.

- Experience with ProConnect Tax Online, Lacerte, or comparable professional tax software.

- Experience with QuickBooks Online and TaxDome or comparable platforms.

- Experience supervising, mentoring, or training tax preparers.

- Prior responsibility for final or near-final technical review in a public-accounting firm.

- Experience reviewing California and multistate individual or business returns.

Who will thrive in this role

You are naturally curious and technically rigorous. When something does not reconcile, you investigate it. You distinguish material tax issues from immaterial presentation points, and your review comments help preparers improve rather than merely telling them what to change.

You are comfortable making decisions and recognize when an issue requires additional research, client follow-up, or escalation. You value clear workpapers, disciplined processes, and professional accountability. Most importantly, you take pride in producing work that clients and fellow professionals can trust.

Why join Excel Tax Group?

- Perform substantive tax work with experienced professionals.

- Help shape the firm’s technical and quality-control standards.

- Work in a modern, technology-forward practice that values continuous improvement.

- Exercise professional judgment with meaningful autonomy.

- Coach and develop a talented team.

- Work directly with firm leadership on complex matters and process improvements.

- Build a long-term role with opportunities for expanded technical and leadership responsibility.

Schedule and work environment

This position is [INSERT APPROVED WORK ARRANGEMENT]. Candidates must be available during agreed core business hours and should expect increased workload and deadline sensitivity during tax season. The firm values responsiveness, dependable communication, accountability, and ownership of deadlines.

How to apply

Please submit a résumé and a brief note describing:

1. The types of returns you have prepared and reviewed.

2. Your experience reviewing Forms 1040, 1065, 1120-S, 1120, 1041, and 990.

3. The most technically complex tax areas you regularly handle.

4. Your professional credentials and tax-software experience.

5. Your experience coaching or supervising tax preparers.

6. Your availability and preferred working arrangement.

Applications that clearly demonstrate hands-on technical review experience will receive priority consideration.

Excel Tax Group, Inc. is an equal opportunity employer. Employment decisions are based on qualifications, merit, and business needs, without regard to any status protected by applicable law.

Benefits:

401(k)
Health insurance
Opportunities for advancement
Paid sick time
Paid time off

Work Location: Hybrid remote in Aliso Viejo, CA 92656

Quick Apply

Refine Your Search

enrolled agent jobs in orange ca

Sr Tax Reviewer

Enrolled Agent - ACS

Tax Preparer

Accountant CPA EA

Tax Administrator / Experienced Tax Preparer - Laguna Beach CPA Firm

Enrolled Agent

IRS Enrolled Agent

Entity Tax Preparer

Tax Manager - Private Company

Account Manager - Enrolled Agent

Manager, International Tax

Tax Senior, Core Tax Services

Tax Manager - Tax Exempt

Senior Tax Strategy Advisor

Tax Manager

Tax Delivery Manager, Global Employer Services - Individual Client Services

Senior, Tax Analyst - Payroll

Tax Senior - Private Wealth

Tax Senior - Federal / Corporate Tax

Tax Manager - Private Wealth

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