Careers
Irvine CPA Services is a professional connection service focused on helping Orange County businesses explore accounting and tax providers. The following are illustrative roles for potential future opportunities, not confirmed vacancies. Employment details must be verified before publication. For inquiries, contact [email protected].
What We Look For
- Care about the work. We want people who take pride in doing cpa services properly, not just quickly.
- Straight talk with customers. You will be in someone's home or business explaining what you found. Plain language beats jargon.
- Reliability. Showing up when you said you would matters more here than any single line on a resume.
- Respect for the property. Protecting the space, cleaning up, and leaving it better than you found it.
- Safety, every time. Following safe practice is part of the job, not an extra.
Experience in cpa services or a related trade helps. If you have the attitude and not yet the trade experience, say so, because we do train.
Roles We Hire For
We are a small team, so openings come and go with the work. These are the roles we hire into.
Client Referral Coordinator
A client referral coordinator would help organize inquiries, clarify requested accounting services, and support communication with potential independent providers. This role would focus on administrative coordination rather than providing accounting or tax advice.
Qualifications
- Strong written and verbal communication skills.
- Ability to organize client inquiries and follow up on requests.
- Understanding of professional boundaries and confidentiality.
- Comfort working with customer relationship management systems.
- Attention to detail and dependable administrative skills.
Benefits
- Opportunity to develop client service and coordination experience.
- Exposure to a range of Orange County business needs.
- Potential professional development opportunities.
- Compensation, schedule, and benefits to be confirmed for any actual opening.
Professional Network Coordinator
A professional network coordinator would assist with organizing provider information, communicating with independent accounting professionals, and maintaining accurate referral records. The role would emphasize transparent communication and administrative accuracy.
Qualifications
- Experience in relationship management or administrative coordination.
- Strong recordkeeping and organizational skills.
- Ability to communicate professionally with independent providers.
- Understanding of the importance of credential verification.
- Commitment to ethical referral practices.
Benefits
- Experience in professional relationship coordination.
- Opportunities to develop organizational and communication skills.
- Varied work involving business service categories.
- Employment terms and benefits subject to confirmation.
Client Experience Specialist
A client experience specialist would help answer general questions about the referral process, organize requests, and communicate next steps. The position would not involve preparing taxes, providing accounting advice, or making claims about professional qualifications without verification.
Qualifications
- Customer service or administrative experience.
- Clear and respectful communication.
- Ability to manage inquiries and follow-up tasks.
- Careful handling of personal information.
- Willingness to follow established referral and privacy procedures.
Benefits
- Opportunity to develop customer service experience.
- Experience supporting a professional connection platform.
- Potential for role-specific training and development.
- Compensation and work arrangements to be confirmed.
How to Apply
Email [email protected] with "Careers" and the role in the subject line. Include:
- A short note about the kind of work you have done
- Your resume, or simply a list of previous jobs and dates
- The area you can reliably get to
- A phone number and the best time to reach you
We read every application. If there is a fit, expect a short phone conversation first, then a meeting and a ride-along on a job so you can see the work before you commit to it.
We do not always have an opening posted. Send your information anyway. We keep applications on file and reach out first to people who already introduced themselves when a spot opens.
Irvine CPA Services considers all applicants without regard to race, color, religion, sex, national origin, age, disability, or any other characteristic protected by law.
Questions about this page?
Prefer to talk? Call 8124547532 or email [email protected] and we will get back to you.