Tax Preparer or Admin Assistant (with Tax Experience

Job Description

Job Description

About the Role

We’re looking for a dependable and detail-oriented professional with hands-on experience preparing tax returns to join our growing team in Lake Forest. This is a year-round, temp-to-hire opportunity offering long-term stability, training, and growth potential.

You may come from a background in tax prep, accounting support, or administrative assistance — as long as you’ve prepared tax returns and understand the basics, we’re willing to train and support your continued development.

Key Responsibilities

Prepare individual and small business tax returns (Federal and State)

Assist with organizing, reviewing, and verifying tax documents

Identify eligible deductions, credits, and compliance issues

E-file tax returns and track status for follow-up

Communicate professionally with clients regarding their tax situations

Support CPA and senior staff with document management and admin tasks

Maintain client files and ensure confidentiality

Assist in improving internal systems and workflows

Willingness to learn, grow, and potentially mentor others over time

What We’re Looking For

Minimum 3 years of experience preparing tax returns (1040, 1120, or 1065)

Comfortable working in an administrative, assistant, or support capacity

Familiarity with tax software (Drake preferred, but others welcome)

Strong attention to detail and organizational skills

Clear communication skills and a client-friendly attitude

Active PTIN and CTEC registration (or willingness to obtain)

Willingness to learn and grow in a collaborative environment

Preferred (Not Required)

Bilingual (English / Spanish)

Experience with tax resolution or prior-year filings

Interest in growing into a supervisory or lead preparer role

What We Offer

Competitive pay with room to grow

Bonus potential during peak seasons

Year-round, stable employment

On-the-job training and mentorship

Supportive, small team environment

Growth potential into leadership or review roles

If you're organized, client-focused, and have real experience preparing taxes — even if your title wasn’t "Tax Preparer" — we want to hear from you. This is a great opportunity to take your skills to the next level with training and support from a dedicated, experienced team.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here :

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The pay transparency policy is available here :

https : / / www.dol.gov / sites / dolgov / files / ofccp / pdf / pay - transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.

https : / / e- verify.uscis.gov / web / media / resourcesContents / E - Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants : Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

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Company Description

This company offers growth and a great group of people to work with.

Company Description

This company offers growth and a great group of people to work with.