Tax Staff – Experienced

L. Lopez, CPA Associates Inc. · Redwood City, CA (On-Site)

Tax Staff – Experienced at L. Lopez, CPA & Associates Inc.

About the job

“Small firm personality, big firm capability”. At L. Lopez, CPA & Associates Inc., we partner with our clients. For us, that means expanding our community with people who – value you, our work, and our vision. Here, you’ll collaborate with team members to build upon our mission to help clients grow, manage, and plan for the future. Come aboard a dynamic organization where you’ll excel in solving diverse and stimulating business problems.

Introduction to the team

Our tax team provides catered tax solutions to privately owned businesses and individuals.

People who prosper at L. Lopez, CPA & Associates Inc. display the following capabilities – Cooperation, Analytical Thinking, Emotional Intelligence, Leadership Presence, Development Mindset, Inquisitive, and Results Oriented.

Responsibilities

• Compile tax returns, with accompanying documentation, for diverse entities including individuals, corporations, partnerships, estates, trusts, non-profits, etc.
• Investigate and advise on diverse tax initiatives
• Address IRS and other tax authorities’ inquiries
• Prepare extensions and quarterly estimates
• Support with special assignments as Top of Form Bottom of Form assigned

Qualifications

• Bachelor’s degree in accounting or related field mandatory; Master’s in Taxation desirable
• At least 1 year of relevant experience
• Prior experience in a public accounting firm is desirable
• CPA or licensed attorney desirable
• Must be legally authorized to work in the United States on a full-time basis upon hire. L. Lopez, CPA & Associates Inc. will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status)
• Excellent client relations abilities
• Innovative problem-solving, analytical thinking, and research skills
• Effective written and oral communication and interpersonal abilities
• Able to collaborate well within teams and independently
• Exceptional organizational and project oversight abilities
• Capable of following guidance with experienced judgment, strategy, and diplomacy
• Flexibility to work overtime, when required
• Proficient with M365

Ready to apply?

Here, we embrace opportunity and reward leaders for their expertise, collaborative team building, and creative thinking. At L. Lopez, CPA & Associates Inc., we offer opportunities that can expand your capabilities and become a valued member of our community.

L. Lopez, CPA & Associates Inc. values diversity and is committed to providing equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity, or any other characteristic protected by applicable law.

L. Lopez, CPA & Associates Inc. adheres to federal and state disability laws and provides reasonable accommodations for applicants and employees with disabilities. Please contact info@llopezcpa.com if you require accommodations during the application process, for essential job functions, or to access other employment benefits and privileges.

In compliance with local and state regulations, some jurisdictions require employers to disclose the pay range for job postings. While the advertised pay range reflects typical compensation for this position, actual pay may vary based on factors such as internal pay equity, individual knowledge, experience, skillset, and geographic location. Candidates are typically hired within the lower to middle range of the pay scale. Additionally, this role may offer an annual discretionary bonus. For comprehensive details on our benefits and total rewards package, please visit our careers page at llopezcpas.com.

Employee Status

Regular

Apply today to join our team and make a meaningful impact with L. Lopez, CPA & Associates Inc.

Tax Senior – Experienced

L. Lopez, CPA & Associates Inc. · Redwood City, CA (On-Site)

Tax Senior – Experienced at L. Lopez, CPA & Associates Inc.

About the job

“Small firm personality, big firm capability”. At L. Lopez, CPA & Associates Inc., we partner with our clients. For us, that means expanding our community with people who – value you, our work, and our vision. Here, you’ll collaborate with team members to build upon our mission to help clients grow, manage, and plan for the future. Come aboard a dynamic organization where you’ll excel in solving diverse and stimulating business problems.

Introduction to the team

Our tax team provides catered tax solutions to privately owned businesses and individuals.

People who prosper at L. Lopez, CPA & Associates Inc. display the following capabilities – Cooperation, Analytical Thinking, Emotional Intelligence, Leadership Presence, Development Mindset, Inquisitive, and Results Oriented.

Responsibilities

• Engage with clients to deliver professional tax services for individuals, corporations, partnerships, estates, and not-for-profits
• Prepare and/or review a variety of tax returns (e.g., corporate, partnership, individual) including federal, state, quarterly estimates, and extensions
• Cultivate relationships with current clients including networking and proactive business development efforts
• Manage Tax Staff to ensure quality service and professional growth

Qualifications

• Bachelor’s degree in accounting or related field required
• Minimum 2 years of relevant experience
• Previous public accounting firm experience desirable
• CPA or licensed attorney desirable
• Proficiency in corporate, partnership, and individual tax preparation
• Driven to meet deadlines and deliver high-quality client services
• Ability to manage multiple client engagements
• Demonstrates strong problem-solving and research capabilities
• Exhibits excellent written and verbal communication and interpersonal skills
• Proficient in M365

Ready to apply?

Here, we embrace opportunity and reward leaders for their expertise, collaborative team building, and creative thinking. At L. Lopez, CPA & Associates Inc., we offer opportunities that can expand your capabilities and become a valued member of our community.

L. Lopez, CPA & Associates Inc. values diversity and is committed to providing equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity, or any other characteristic protected by applicable law.

L. Lopez, CPA & Associates Inc. adheres to federal and state disability laws and provides reasonable accommodations for applicants and employees with disabilities. Please contact info@llopezcpa.com if you require accommodations during the application process, for essential job functions, or to access other employment benefits and privileges.

In compliance with local and state regulations, some jurisdictions require employers to disclose the pay range for job postings. While the advertised pay range reflects typical compensation for this position, actual pay may vary based on factors such as internal pay equity, individual knowledge, experience, skillset, and geographic location. Candidates are typically hired within the lower to middle range of the pay scale. Additionally, this role may offer an annual discretionary bonus. For comprehensive details on our benefits and total rewards package, please visit our careers page at llopezcpas.com.

Employee Status

Regular

Apply today to join our team and make a meaningful impact with L. Lopez, CPA & Associates Inc.

Tax Manager

L. Lopez, CPA & Associates Inc. · Redwood City, CA (On-Site)

Tax Manager at L. Lopez, CPA & Associates Inc.

About the job

“Small firm personality, big firm capability”. At L. Lopez, CPA & Associates Inc., we partner with our clients. For us, that means expanding our community with people who – value you, our work, and our vision. Here, you’ll collaborate with team members to build upon our mission to help clients grow, manage, and plan for the future. Come aboard a dynamic organization where you’ll excel in solving diverse and stimulating business problems.

Introduction to the team

Our tax team provides catered tax solutions to privately owned businesses and individuals.

People who prosper at L. Lopez, CPA & Associates Inc. display the following capabilities – Cooperation, Analytical Thinking, Emotional Intelligence, Leadership Presence, Development Mindset, Inquisitive, and Results Oriented.

Responsibilities

• Consult with clients on tax matters and compile corporate, partnership, individual, trust, and estate tax returns
• Foster client relationships through networking and business development initiatives
• Deliver extensive industry expertise to clients
• Address IRS and other tax authorities’ inquiries
• Prepare extensions and quarterly estimates
• Keep Tax Seniors and Staff informed on current tax practices and legislative updates
• Provide leadership and supervision to Tax Staff and Seniors
• Support with special assignments assigned

Qualifications

• Bachelor’s degree in accounting or related field desirable
• At least 4 years of relevant experience required
• Prior experience in a public accounting firm preferred
• CPA or Bar License desirable
• At least 2 years of experience in supervision and training experience
• Proficient in corporate, partnership, and individual tax
• Strong written, verbal, communication, and interpersonal skills
• Excellent organizational abilities essential for overseeing multiple client engagements
• Proficient with M365

Ready to apply?

Here, we embrace opportunity and reward leaders for their expertise, collaborative team building, and creative thinking. At L. Lopez, CPA & Associates Inc., we offer opportunities that can expand your capabilities and become a valued member of our community.

L. Lopez, CPA & Associates Inc. values diversity and is committed to providing equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity, or any other characteristic protected by applicable law.

L. Lopez, CPA Associates Inc. adheres to federal and state disability laws and provides reasonable accommodations for applicants and employees with disabilities. Please contact info@llopezcpa.com if you require accommodations during the application process, for essential job functions, or to access other employment benefits and privileges.

In compliance with local and state regulations, some jurisdictions require employers to disclose the pay range for job postings. While the advertised pay range reflects typical compensation for this position, actual pay may vary based on factors such as internal pay equity, individual knowledge, experience, skillset, and geographic location. Candidates are typically hired within the lower to middle range of the pay scale. Additionally, this role may offer an annual discretionary bonus. For comprehensive details on our benefits and total rewards package, please visit our careers page at llopezcpas.com.

Employee Status

Regular

Apply today to join our team and make a meaningful impact with L. Lopez, CPA & Associates Inc.

Bookkeeper

L. Lopez, CPA & Associates Inc. · Redwood City, CA (On-Site)

Bookkeeper at L. Lopez, CPA Associates Inc.

About the job

“Small firm personality, big firm capability”. At L. Lopez, CPA & Associates Inc., we partner with our clients. For us, that means expanding our community with people who – value you, our work, and our vision. Here, you’ll collaborate with team members to build upon our mission to help clients grow, manage, and plan for the future. Come aboard a dynamic organization where you’ll excel in solving diverse and stimulating business problems.

Responsibilities

• Manage a diverse client portfolio including high-net-worth individuals, partnerships, S-corporations, and C-corporation businesses
• Process accounts payable, customer invoicing, bank reconciliations, and prepare business compliance filings such as 1099s, payroll, and sales tax
• Record credit card transactions and reconcile them with corresponding receipts
• Enter data accurately and maintain records
• Ensure transactions are correctly recorded in the general ledger and other supporting documents as required
• Demonstrate accountability by taking ownership of client relationships when necessary
• Strong attention to detail and time management abilities
• Perform additional responsibilities as delegated

Qualifications

• Bachelor’s degree in accounting, finance, or related field
• 5+ years of experience in transactional accounting, accrual accounting, payroll, and sales tax compliance at public or private accounting firms or related industry
• Proficiency in full-cycle bookkeeping, accounting services, and reconciliation tasks
• Strong written, verbal, communication, and interpersonal skills
• Driven to meet deadlines and deliver high-quality client services
• Proven ability to manage multiple client engagements and work autonomously
• Demonstrates strong problem-solving and research capabilities
• Proficient in M365 and Quickbooks (QBO)

Ready to apply?

Here, we embrace opportunity and reward leaders for their expertise, collaborative team building, and creative thinking. At L. Lopez, CPA & Associates Inc., we offer opportunities that can expand your capabilities and become a valued member of our community.

L. Lopez, CPA & Associates Inc. values diversity and is committed to providing equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity, or any other characteristic protected by applicable law.

L. Lopez, CPA & Associates Inc. adheres to federal and state disability laws and provides reasonable accommodations for applicants and employees with disabilities. Please contact info@llopezcpa.com if you require accommodations during the application process, for essential job functions, or to access other employment benefits and privileges.

In compliance with local and state regulations, some jurisdictions require employers to disclose the pay range for job postings. While the advertised pay range reflects typical compensation for this position, actual pay may vary based on factors such as internal pay equity, individual knowledge, experience, skillset, and geographic location. Candidates are typically hired within the lower to middle range of the pay scale. Additionally, this role may offer an annual discretionary bonus. For comprehensive details on our benefits and total rewards package, please visit our careers page at llopezcpas.com.

Employee Status

Regular

Apply today to join our team and make a meaningful impact with L. Lopez, CPA & Associates Inc.

Office Administrator

About the job

We are looking for an Office Administrator to join our small accounting firm at L. Lopez, CPA & Associates Inc., where you’ll play a crucial role in our accounting practice. Duties include performing clerical tasks, managing reception duties, and overseeing tax return processing and deadline management.

Responsibilities

• Friendly and helpful attitude in greeting clients and handling phone inquiries
• Strong organizational skills required for performing clerical and administrative tasks within our office. This role involves assisting the business owner and staff members with various administrative projects
• Perform general administrative duties including filing, data entry, and managing paper or electronic mail
• Manage calendars and schedule appointments as needed
• Order and maintain office supplies to ensure smooth operations
• Eagerness and aptitude to learn our software systems
• Process and assemble tax returns, engagement letters, and tax organizers. Knowledge of TaxDome and Lacerte is a plus
• Proficient in M365 and Quickbooks (QBO)
• Excellent written and verbal communication skills
• Strong attention to detail and time management abilities
• Perform additional tasks as needed by Manager or Owner

Qualifications

• High school diploma or equivalent required; Associate’s degree preferred
• 3+ years of administrative and/or clerical experience required
• Excellent client relations abilities
• Strong written, verbal, communication, and interpersonal skills
• Driven to meet deadlines and deliver high-quality client services
• Excellent organizational abilities essential for overseeing multiple client engagements
• Flexibility to work overtime, when required
• Proficient with M365

Ready to apply?

Here, we embrace opportunity and reward leaders for their expertise, collaborative team building, and creative thinking. At L. Lopez, CPA & Associates Inc., we offer opportunities that can expand your capabilities and become a valued member of our community.

L. Lopez, CPA & Associates Inc. values diversity and is committed to providing equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity, or any other characteristic protected by applicable law.

L. Lopez, CPA & Associates Inc. adheres to federal and state disability laws and provides reasonable accommodations for applicants and employees with disabilities. Please contact info@llopezcpa.com if you require accommodations during the application process, for essential job functions, or to access other employment benefits and privileges.

In compliance with local and state regulations, some jurisdictions require employers to disclose the pay range for job postings. While the advertised pay range reflects typical compensation for this position, actual pay may vary based on factors such as internal pay equity, individual knowledge, experience, skillset, and geographic location. Candidates are typically hired within the lower to middle range of the pay scale. Additionally, this role may offer an annual discretionary bonus. For comprehensive details on our benefits and total rewards package, please visit our careers page at llopezcpas.com.

Employee Status

Regular

Apply today to join our team and make a meaningful impact with L. Lopez, CPA & Associates Inc.

Seasonal Senior Tax Preparer/Reviewer

On-site

About the job

As a Seasonal Senior Tax Preparer/Reviewer, you will be expected to work approximately 40 hours per week during the tax season, focusing on managing and reviewing complex tax returns for a variety of clients.

Job Description

• Preparing and reviewing Individual and Business entity returns
• Ensures completeness and accuracy of tax returns by referring to prior year tax documents.
• Includes making any tax adjustment and / or closing entries in bookkeeping software
• Client Communication to obtain additional information on taxable income and deductible expenses and allowances / follow up questions
• Use all appropriate adjustments, deductions, and credits to keep clients’ taxes to a minimum.
• Follows all federal, state and local tax laws and perform research when necessary.
• Assist with extensions and calculating extension payments
• Prepare loan amortization schedules
• Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
• Complete weekly check-ins with team leads

Qualifications

• Minimum of 5 years’ experience preparing and reviewing tax returns; must include specific experience with all types of individual, partnership, and corporate tax returns
• Ability to multitask and complete projects ahead of deadlines
• Excellent oral and written communication skills
• Self-starter who is dedicated to following through on multiple projects and responsibilities
• Tech savvy: should be familiar with navigating numerous cloud-based software programs (e.g. Lacerte, TaxDome, Adobe, Microsoft 365, QuickBooks Online.
• Bookkeeping & QuickBooks experience is a plus
• A valid CPA or EA license is beneficial but not required

Responsibilities

• Work directly with the tax team to prepare and review individual, corporate and partnership tax returns
• Collect necessary information and prepare work papers to firm’s’ standards
• Prepare financial statements in QuickBooks and adjust journal entries as needed to support the tax returns
• Work with clients on tax projections, tax notice resolution and client communication

Details of the Role

• Contract Duration: January 15th – April 30th (tax season)
• Experience Required: Minimum of 5+ years of tax preparation experience in a public or private accounting firm.
• Expected Hours: Approximately 40 hours per week
• Pay Rate: $40-$60 per hour, depending on experience

Ready to apply?

Here, we embrace opportunity and reward leaders for their expertise, collaborative team building, and creative thinking. At L. Lopez, CPA & Associates Inc., we offer opportunities that can expand your capabilities and become a valued member of our community.

L. Lopez, CPA & Associates Inc. values diversity and is committed to providing equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity, or any other characteristic protected by applicable law.

L. Lopez, CPA & Associates Inc. adheres to federal and state disability laws and provides reasonable accommodations for applicants and employees with disabilities. Please contact info@llopezcpa.com if you require accommodations during the application process, for essential job functions, or to access other employment benefits and privileges.

In compliance with local and state regulations, some jurisdictions require employers to disclose the pay range for job postings. While the advertised pay range reflects typical compensation for this position, actual pay may vary based on factors such as internal pay equity, individual knowledge, experience, skillset, and geographic location. Candidates are typically hired within the lower to middle range of the pay scale. Additionally, this role may offer an annual discretionary bonus. For comprehensive details on our benefits and total rewards package, please visit our careers page at llopezcpas.com.

If you’re a seasoned tax professional looking for a rewarding, flexible opportunity to showcase your expertise, we’d love to hear from you!

Employee Status

Seasonal

Apply today to join our team and make a meaningful impact with L. Lopez, CPA & Associates Inc.