Tax Senior

4 weeks ago


San Diego, United States Allen Barron, Inc. Full time
Job DescriptionJob Description

TAX ASSOCIATE

 

Job Overview

A tax specialist will lead and manage multiple tax engagements to deliver quality tax services for our domestic and international business clients. This position offers excellent opportunities for learning and growth as well as a collegial environment in which to work.

 

Objective

The Tax Specialist will lead in the effective and efficient operations of the tax practice area. This practice area should reflect firm values: a quality process and outcome, IRS knowledge and compliance, excellent client communication that results in our firm’s reputation as a preferred partner in this area of service. This practice will be technology-driven and leadership is expected to identify best practices and consistently implement process improvements. Leadership for this practice area includes leading a team of individuals that will support this service and be competent in its delivery. This position reports to the Partner.

 

Functions

1. Prepares/reviews federal and state income tax returns for individuals, businesses, real estate, exempt organizations, trusts and estates; FBAR and PFIC calculations for Streamline Clients

2. Completion of Year End financial statement adjustments for tax

3. Acts as a resource for tax staff, staff attorneys and partners

4. Performs complex tax research as requested

5. Prepares tax planning and estimates and becomes involved in planning for more complex clients

6. Directs and coordinates tax planning for less complex client situations

7. Assists accounting and consulting staff members in client meetings

8. Reviews tax accruals and associated working papers

9. Assists in managing tax department administrative projects

10. Assumes the responsibility for the smooth flow of tax returns and continues improvement efforts

11. Contributes to the client service team by producing quality work with quick turnaround and attentive service

12. Assists in tax software and technology process development and enhancements

13. Establishes workflow and timelines as it relates to projects

14. Facilitates in-house tax training

15. Solicits feedback on tax season performance and formulates an action plan for the following year incorporating that feedback

16. Develops policies and procedures to effectively carry out his or her area of responsibility for the firm, including the effective administration of the department

17. Develops and maintains an expertise in the taxation area

18. Keeps all staff in the firm informed of changes and developments in the taxation area

19. Plans, coordinates and conducts, with the Partner Group, the training necessary to develop and maintain the competence of all personnel, on a need-to-know basis, in the taxation area

20. Develops and identifies the capability of the firm to provide additional needed services for clients in the taxation area

 

Interpersonal Skills

 

1. Exhibits time management and organization skills

2. Coordinates orientation and training of tax related staff

3. Develops entrepreneurial approach to client service and good working relationships with client personnel

4. Builds new and existing client relationships and demonstrates basic knowledge of client’s businesses

5. Maintains contacts with peers, develops network of business contacts, meets with prospective clients and cultivates referrals

6. Develops means of communication to clients and persons responsible for maintaining relationship with clients

7. Continues to develop industry expertise

8. Understands firm ethics and demonstrates them consistently

9. Develops a broad general knowledge of economic, political, and business conditions

10. Performs such other duties as may be assigned

 

Experience

 

1. Minimum of a Bachelor's degree in accounting or other related program.

2. Advanced degree or enrollment in an advanced degree program, preferred

3. CPA license; preferred

4. Prior experience in public accounting and tax

5. Minimum of 3 years in competently preparing tax returns

6. Strong accounting and analytical skills

7. Research proficiency

8. Strong computer skills: proficiency preferred, but not required in Thompson Reuters

9. Excellent interpersonal, oral and written communication skills

10. Detail-oriented with ability to multi-task

11. Well-rounded in dealing with high net worth individuals and complex businesses

 

Company DescriptionAllen Barron, Inc., provides integrated accounting, tax and legal services. A one of a kind opportunity that will expose the successful candidate to international tax, international law, accounting and tax compliance as well as an opportunity to assist with federal and state audits. This is a lifetime opportunity to expand your skill set beyond the confines of domestic practice and enter into the world of international transactional analysis as well.Company DescriptionAllen Barron, Inc., provides integrated accounting, tax and legal services. A one of a kind opportunity that will expose the successful candidate to international tax, international law, accounting and tax compliance as well as an opportunity to assist with federal and state audits. This is a lifetime opportunity to expand your skill set beyond the confines of domestic practice and enter into the world of international transactional analysis as well.
  • Tax Senior

    4 weeks ago


    San Diego, United States Hire Resolve Full time

    Job DescriptionJob DescriptionHire Resolve's client, is currently seeking a skilled Tax Senior to join their dynamic team. As a Tax Senior, you will be responsible for providing comprehensive tax services to a diverse client base. You will have the opportunity to work closely with clients, identify tax planning opportunities, and help them navigate...

  • Tax Senior

    4 weeks ago


    San Diego, United States Hire Resolve Full time

    Hire Resolve's client, is currently seeking a skilled Tax Senior to join their dynamic team. As a Tax Senior, you will be responsible for providing comprehensive tax services to a diverse client base. You will have the opportunity to work closely with clients, identify tax planning opportunities, and help them navigate complex tax regulations. If you are a...

  • Tax Senior

    2 weeks ago


    San Diego, United States Regal Executive Search Full time

    Job Description Tax Senior Job Description: Responsible for preparing and or reviewing individual, trust, partnership, and corporate tax returns; developing and supervising staff, preparing more complex tax returns; and assisting in client management and practice development activities. Major Responsibilities & Duties: -Implement client’s engagements from...

  • Tax Senior

    3 days ago


    San Diego, United States Boutique Recruiting Full time

    Job DescriptionJob DescriptionWe are looking for a Senior Tax Manager to join a CPA firm in Del Mar. This person will be responsible for managing the tax team, advising clients, growth strategy, tax returns, and manage client accounts. The ideal candidate will have 4+ years of experience, a bachelors degree, CPA, and managerial experience. Apply now for...

  • Tax Senior

    8 hours ago


    San Diego, United States Regal Executive Search Full time

    Job DescriptionTax Senior Job Description: Responsible for preparing and or reviewing individual, trust, partnership, and corporate tax returns; developing and supervising staff, preparing more complex tax returns; and assisting in client management and practice development activities. Major Responsibilities & Duties: -Implement client’s engagements from...

  • Senior Tax Analyst

    14 hours ago


    San Diego, California, United States Sempra Full time

    Primary PurposeThis position involves providing tax expertise for specific functional or business tax activities. As a Senior Tax Analyst, you will:Review the work of junior tax staff.Ensure timely and accurate completion of filing requirements and financial statement tax disclosures for regulated and unregulated businesses.Handle tax and financial statement...

  • Senior Tax Analyst

    13 hours ago


    San Diego, California, United States Sempra Full time

    Primary PurposeThis position will provide tax expertise for specific functional or business tax activities. In general, a Senior Tax Analyst will: (1) review the work of junior tax staff, (2) ensure completion of filing requirements and financial statement tax disclosures on a timely and accurate basis for the regulated and unregulated businesses, (3)...

  • Senior Tax Associate

    3 weeks ago


    San Diego, United States Pop-Up Talent Full time

    Job DescriptionJob DescriptionSenior Tax AssociateLa Jolla, CA 92037 (This role will be hybrid, 3 days in the office and 2 days remote) JOB DUTIES AND RESPONSIBILITIESPrepare and initial review of simpler individual, corporation, partnership and nonprofit returns;Prepare trusts, estate and gift tax returns; knowledgeable of estate & trusts a plus;Assume...

  • Senior Tax Analyst

    1 day ago


    San Diego, United States Sempra Full time

    Primary Purpose This position will provide tax expertise for specific functional or business tax activities. In general, a Senior Tax Analyst will: (1) review the work of junior tax staff, (2) ensure completion of filing requirements and financial statement tax disclosures on a timely and accurate basis for the regulated and unregulated businesses, (3)...

  • Senior Tax Analyst

    2 days ago


    San Diego, United States Sempra Energy Full time

    Sempra: Where opportunity powers impact At Sempra, we tackle the biggest energy challenges that face ourindustry. Our high-performing team leverages the full capabilities ofour organization to serve 40 million consumers across NorthAmerica. By collaborating and challenging one another acrossmultiple disciplines, we inspire our best work, ideas andinnovation....

  • Senior Tax Analyst

    1 day ago


    San Diego, United States Sempra Full time

    Primary Purpose This position will provide tax expertise for specific functional or business tax activities. In general, a Senior Tax Analyst will: (1) review the work of junior tax staff, (2) ensure completion of filing requirements and financial statement tax disclosures on a timely and accurate basis for the regulated and unregulated businesses, (3)...

  • Tax Senior

    2 days ago


    San Diego, CA, United States Regal Executive Search, LLC Full time

    Duties: -Implement client's engagements from start to finish (planning, executing, directing, and completing tax projects). -Manage engagements budgets. -Supervise, train, and mentor staff and interns on tax projects. -Review tax returns prepared by Tax, Senior, Project Management, Accounting, Staffing

  • Senior Accountant Tax

    2 weeks ago


    San Diego, United States Paragon Accountants Full time

    Job Description Job Description About Us Full-service Accounting Firm near Downtown, San Diego has immediate opening for Accounting/Tax Manager with minimum 5-years of industry experience. Duties include tax preparation, financial statement preparation, business & staff management, and general accounting. Our client base consists of a variety of interesting...

  • Senior Tax Manager

    2 weeks ago


    San Diego, United States Emerald Resource Group Full time

    Job Title: Senior Tax Manager - Real Estate Specialist Location: San Diego, CA Hybrid Schedule Essential Functions and Primary Duties: Leadership Role: Utilize your technical tax, analytical, operational, and management skills to lead our team in servicing real estate clients effectively. Client Advisory: Serve as a trusted advisor to real estate clients,...

  • Tax Senior

    4 weeks ago


    San Diego, United States Allen Barron Inc Full time

    Job Description Job Description TAX ASSOCIATE Job Overview A tax specialist will lead and manage multiple tax engagements to deliver quality tax services for our domestic and international business clients. This position offers excellent opportunities for learning and growth as well as a collegial environment in which to work. Objective The Tax Specialist...

  • Senior Accountant Tax

    4 weeks ago


    San Diego, United States PARAGON ACCOUNTANTS Full time

    Job DescriptionJob DescriptionAbout UsFull-service Accounting Firm near Downtown, San Diego has immediate opening for Accounting/Tax Manager with minimum 5-years of industry experience. Duties include tax preparation, financial statement preparation, business & staff management, and general accounting.Our client base consists of a variety of interesting...


  • San Diego, United States CBIZ Full time

    Complete all aspects of audit engagements for clients including status updates to engagement managers and adhere to all quality control standards as required Demonstrate understanding of the client's business including analysis and planning of client Associate, Tax, Senior, Engagement, Accounting, Technology

  • Tax Senior

    2 weeks ago


    San Francisco, United States Regal Executive Search Full time

    Job Description DESCRIPTION The Tax Senior/Supervisor is responsible in supervising all tasks associated with tax engagements, including the mentoring and training of staff. Working closely with the tax engagement executives in the review of tax returns and income tax provisions related to corporate, partnership and individual taxation. The minimum...

  • Tax Senior Manager

    3 weeks ago


    San Diego, CA, United States CBIZ Full time

    With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.   CBIZ is honored to be the recipient...

  • Tax Manager

    4 weeks ago


    San Diego, United States Regal Executive Search Full time

    Job Description Tax Manager We are seeking a Tax Manager who can manage and execute on engagements and deliver excellent client service on Federal Income Tax matters. This candidate must demonstrate a strong understanding of Federal Tax laws and problem-solving and have the ability to research and draft technical memoranda on various tax issues. It is...