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Tax Professional

Chatterton and Associates • Anaheim, CA, US • published 2026-10-06 19:33:47.406970

Description

Tax Professional – CPA or EA This Is Not Just a Tax Preparation Position Chatterton \& Associates is looking for an experienced **CPA or Enrolled Agent who wants to build client relationships, provide tax strategy, and grow professionally and financially.** Technical tax skills matter, but this is first and foremost a **client\-facing role**. Your ability to connect with clients, earn their trust, ask the right questions, and turn tax information into useful advice is critical to your success. You'll prepare individual and business returns, lead client meetings, identify planning opportunities, and proactively help clients understand what they should be thinking about next. We're looking for someone with an **intrapreneurial mindset**—someone who wants the opportunity to build and grow a client portfolio within the support, resources, and infrastructure of an established firm. **If you prefer working behind the scenes with limited client interaction, this is probably not the right position.** You Will * Lead tax return and tax\-planning meetings. * Build strong, long\-term client relationships. * Prepare individual and business tax returns. * Explain complex tax issues in language ...

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