Senior Tax Accountant, CPA
2 weeks ago
Our client is a niche CPA firm focusing on high-net-worth individuals and professional athletes. They provide services well beyond their client expectations, including complete accounting, tax and advisory services to a variety of individuals and businesses. They are currently seeking a Senior Tax Accountant with five to seven years’ experience in public accounting with a minimum of four years as a staff accountant or equivalent.
Job Responsibilities:
- Prepare and review: Federal, multi-state, and international tax returns for complex business entities, high-net-worth individuals, trusts, and estates.
- Correctly prepare advanced corporate, individual, partnership, fiduciary, and other tax returns with little supervision.
- Conduct preliminary review of tax returns prepared by others and provide preliminary feedback.
- Know and understand the Firm’s policies and procedures.
- Correctly and consistently perform assigned accounting procedures.
- Provide assistance and training to staff members.
- Provide insightful and correct advice on intermediate financial and accounting matters.
- Accurately interpret moderately difficult data and provide detailed information to management as needed, adeptly handle initial preparation and monitor budgets for client engagements.
- Skillfully review own work product before sending to others for review, resulting in a consistently high quality work product with few review notes.
- Keep manager informed of all important developments in client engagements.'
- Understand advanced tax code sections and regulations and apply them correctly and consistently.
- Regularly read industry newsletters and attempt to stay current on tax legislation and interpretations. Understand how changes may affect client engagements and planning.
- Understand and apply tax planning techniques and make recommendations for specific clients.
- Display high proficiency at tax and accounting research techniques.
- Possess a thorough knowledge of the reference resources available to the Firm and be able to find the best resource quickly.
- Project manages one or more client assignments simultaneously, ensuring overall success of each project.
- Identifies client’s needs/opportunities in order to sell/cross-sell products or services.
- Establishes work schedules through effective use of project management techniques.
- Shares and transfers knowledge within the team.
- Develops deeper knowledge and skills in technical field and starts to develop a specialization.
- Actively pursues self-development opportunities in line with the competency model.
- Builds and nurtures strong working relationships with client management and peer client levels.
- In consultation with the assignment manager organizes and controls multiple responsibilities and resources to achieve assignment objectives.
- Manages the implementation of solutions for clients.
- Advises and coaches team members, provides consistent recognition and encouragement to team members, and sets an example by demonstrating high energy levels and enthusiasm.
- Works as an effective team member to complete project components and assignment tasks.
- Successfully directs and maintains a motivated and empowered work team.
- Performs a detailed review of the team’s work to ensure quality, thoroughness and completion of assignment tasks within agreed time frames.
- Identifies opportunities to improve assignment profitability and identifies any risk management issues.
- Actively supports new initiatives.
Requirements
- Accounting degree (or equivalent course work)
- CPA license
- Minimum of 5 years in public accounting and tax preparation.
- Location: Prefer candidate to live in or around San Diego County in order to attend meetings and training in-person.
- Proficiency in pertinent IRC sections and regulations.
- Experience with Estate & Trust is a plus.
- High proficiency in QuickBooks, PCS, UltraTax, Sureprep, GEMS, Word, EXCEL, and Outlook.
- Able to solve technical issues and introduce new methods for improving technical output.
Benefits
- Competitive Pay
- Flexible Schedule
- Generous Paid Time Off
- Casual Dress
- Beachfront community, picturesque office & the flexibility to work remotely
- Medical, Dental & Vision
- 401k retirement with employer matching
- Continuing education, license/dues, and tuition reimbursement programs
- Short-term/long-term disability and life insurance
THE BENEFITS & PERKS DON’T STOP THERE
- a launching pad for your career that offers unhindered potential for professional growth
- challenging and thought-provoking work with access to top professionals
- variety in your work
- opportunities to give back to the community
- fun team outings
If you feel you have the necessary qualifications, please forward a copy of your resume and state what you are expecting for salary with this role.
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