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A bit about us:

Founded over seven decades ago and based in San Francisco, with other offices in the Bay Area, we are a collaborative mid-sized accounting and consulting firm. We specialize in personalized tax preparation, accounting, and financial consulting services for individuals, small businesses, and medical/dental professionals. Our hands-on, partner-accessible approach sets us apart and fosters a close-knit, team-oriented environment.

Why join us?

  • Competitive Compensation: Market rate DOE
  • 401(k) with Generous Match
  • Comprehensive Benefits: Medical, Dental, Vision, Life Insurance
  • Generous PTO, vacation, sick days, and holidays
  • Company-paid medical after 30 days
  • Profit-sharing retirement contributions after 2 years
  • Nine paid holidays
  • Considering non local candidates for 100% Remote
  • Firm-provided remote equipment
  • Collaborative, supportive team culture

Job Details

Key Responsibilities and Duties:
  • Prepare complex individual and entity tax returns
  • Review tax returns prepared by staff for accuracy and compliance
  • Provide mentorship, feedback, and training to junior staff
  • Conduct research and consult on diverse tax issues
  • Maintain direct communication with clients on tax matters
  • Effectively manage multiple priorities and deadlines in a fast-paced environment

You should have most of the following:
  • BS in Accounting or MA in Tax
  • CPA or EA license required
  • Minimum 5 years of tax preparation and review experience
  • Experience with UltraTax strongly preferred
  • Experience using BNA Income Tax Planner a plus
  • Strong written and verbal communication skills
  • Excellent time management and organizational abilities
  • Proven ability to mentor and develop junior staff
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
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