Sr. Tax Associate

A growing local CPA firm with a history of providing accounting, tax preparation, business consulting and financial planning to a wide range of businesses and individuals. As a company, we have always maintained the same goal: to provide high-value service to our clients.

We are actively looking to hire a Sr. Tax Associate into our growing practice.

Primary Responsibilities

• Assist with preparation of more complex Federal and State tax returns, computations, workpapers, and schedules, including:

o Individual Returns
o Trust & Estate Income Tax Returns, Estate Tax Returns, and Gift Tax Returns
o Partnership, LLC, S. Corp., and C Corp. Returns
o Tax Exempt Organization Returns
o Various state tax returns with emphasis on California

• Perform technical research supporting positions taken in tax filings, including drafting written memorandums.
• Prepare various other types of returns related to business, etc. (i.e., sales and use tax, commerce tax, business/personal property tax).
• Assist with training other accounting staff.
• Generate regular financial reports, like balance sheet and profit and loss statements.
• Assist with various controller tasks (if applicable).
• Coordinate with the clients’ external advisors and other Firm team members on tax documentation and tasks as needed.
• Communicate with clients, advisors, and team members to deliver exceptional service.
• Prepare financial statements and budgets and analyze budget variances.
• Conducts risk assessments and evaluations.
• Issue spot and identify additional client needs or areas for improvement.
• Bill a minimum of 1,800 annual hours.
• Maintain work papers and electronic and/or paper files.
• Participate in the implementation of client management policies and procedures, including new client set‐up.
• Perform special projects and additional tasks as assigned.

Education Requirements

• Bachelor’s degree in accounting or completed 150 hours with emphasis in accounting or business from an accredited 4-year college/university.
• Working toward or obtained CPA license.

Experience Requirements

• Excellent skills and experience with Microsoft Office, especially Word and Excel.
• Exceptional experience using CCH ProSystems fx, CCH Engagement, and Office Tools a plus.
• 3+ years of accounting experience.
• Strong written and oral communication skills.
• Superior organizational skills with the ability to multi-task and to manage and prioritize multiple projects and competing deadlines.
• Excellent attention to detail with the ability to exercise independent judgment.
• Ability to learn new processes and programs and desire to grow with the company.