Staff Accountant

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. 

 

 

Key Responsibilities and Duties

The following duties are essential to this position. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

• 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

Qualifications

• PTIN required; CTEC certification preferred (or ability to obtain)

Experience

• 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)

Skills and Competencies

• 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

Compensation & Work Setup

• $30/hr + uncapped commission opportunities (average monthly commissions $900, annualized $10,800)
• Fully onsite in Irvine, CA

Application Process

This position includes an AI interview screening to pre-qualify candidates for the role. Qualified applicants will be invited to complete the AI interview as the first step in the process. AI interviews must be completed with 6 days upon receipt.