Skip to Main Content
← Back to Jobs

Field Accountant / Tax Agent / CPA

M&M Staffing Porterville, CA
  • Posted: 12 days ago
  • Full-Time
  • Benefits: Vision, Medical, Dental

National Tax Consulting company is seeking a Field Accountant in the Porterville, CA office. The ideal candidate will be an enrolled tax agent, who is also either a CPA or a CPA candidate

What you'll do...

  • Prior to beginning the tax interview, confirm that the client received a copy of company Privacy Policy as required under the Gramm-Leach-Bliley Act. If the client didn’t receive the Privacy Policy, provide a copy to the client.
  • Conduct tax interviews and research tax questions for the purpose of preparing complete and accurate tax returns. Review completed tax forms for accuracy and compliance with the District Manager’s instructions. Refer more complex returns to a more experienced Tax Professional in accordance with the District General Manager’s instructions.
  • Prepare highly complex tax returns and contact client to gather all necessary information in order to complete an accurate tax return.
  • Provide necessary tax information to clients as it relates to tax preparation and resolve client concerns in accordance with the District General Manager’s instructions.
  • Finalize all highly complex tax returns so client can either request electronic filing or make arrangements to pick up completed return at the tax office.
  • Introduce and offer to clients other financial products and services with the goal of helping clients achieve their financial objectives.
  • Communicate the fee for products and services in accordance with established company schedule of charges. Collect necessary fees and submit fees and related documentation in accordance with the District General Manager’s instructions.
  • Provide any additional research or follow-up necessary to change or update returns and contact client of the required changes.
  • May perform duties of other office support positions. As necessary, assist in opening the office and participate in the end of day processes related to accounting, office appearance, and office closing.
  • Assist clients through IRS audits to prepare them for representation.


What you'll bring to the role...

  • Bachelor’s degree in accounting, finance, or related field
  • At least one year of prior experience completing complex personal and business tax returns
  • Previous experience in a customer service environment
  • Knowledge of a Windows-based computer system is helpful
  • CPA or CPA candidate preferred, but not required
  • This is not a remote position
  • Relocation for the right candidate might be available

Company offers competitive salary, bonus and full benefits

M&M Staffing

Why Work Here?

Global company and lots of room for growth.

M&M Strategic Staffing Solutions is a Women & Minority owned company and is proud to be Certified by NMSDC and WBENC. M&M Strategic Staffing Solutions, Inc. is a specialized Headhunting, Recruiting and Staffing firm that is hired by selective companies across the United States to identify and evaluate some of the top performers in the marketplace. We are dedicated to finding only the strongest candidate exclusively for our clients. Our intention is to provide a genuine alternative to those companies seeking a different, yet highly effective, staffing & recruiting style with our client’s best interest in mind.

What email should the hiring manager reach you at?

By clicking the button above, I agree to the ZipRecruiter Terms of Use and acknowledge I have read the Privacy Policy, and agree to receive email job alerts.

What email should we contact you at once we get salary info from the hiring manager?

By clicking the button above, I agree to the ZipRecruiter Terms of Use and acknowledge I have read the Privacy Policy, and agree to receive email job alerts.

Our qualification feature is only available to registered members - what email address would you like for us to keep on file?

By clicking the button above, I agree to the ZipRecruiter Terms of Use and acknowledge I have read the Privacy Policy, and agree to receive email job alerts.