Sr.Tax Associate

Job DescriptionJob Description

Sr. Tax Associate

We have immediate openings for Fulltime and Part-time Tax Professionals. Positions are flexible, Compensation will be based on experience.

Title: Sr. Tax Associate
Tax preparation and planning for individual and all businesses including,
corporations, s-corporations, partnerships, trusts and estates. Also provide
general accounting work for specific needs.

Duties include:
• Prepare Federal and State Income tax returns for individuals, Limited Liability
Companies, and S-Corporations
• Review/analyze prior years’ filings for accuracy
• Correspond with clients regarding tax information and documentation
• Contact clients to obtain additional information on taxable income and deductible
expenses and allowances
• Discuss with clients income tax results and procedures for filing
• Advise clients on the full spectrum of tax services, including but not limited to:
planning, research, and compliance
• File federal, state, and local tax documents, extensions and quarterly payments
through the Lacerte software program
• Collaborate with other Associates to validate proper tax laws, procedures, forms
and methodology used in preparation of returns

Tax Experience Required
• Bachelor’s degree in accounting, business or finance
• Current CPA or EA license preferred
• Minimum of 10+ years of tax experience
• Proficiency with Microsoft Office and QuickBooks as well as tax software
(proficiency in Lacerte)
• Knowledge of K-1's and 1040's is a must
• Experience preparing returns for individuals, limited liability companies, and S-Corporations.
• Robust interpersonal, communication and project management skills required
• Comprehensive computer skills
• Able to handle multiple tasks simultaneously
• Ability to research and investigate additional tax resources as needed for complex
client returns
• Personable & good sense of humor
• Excellent communication skills & client management skills
• Motivated, self starter

Benefits:
Compensation includes: Competitive Salary, bonus, excellent office location in Burlingame,
free parking, health insurance, paid vacation, training programs, current technology, and
significant interaction with clients with an established client base.

Company DescriptionDiverse client base of 800+ returns filed annually, excellent long term potential and growth opportunities.Company DescriptionDiverse client base of 800+ returns filed annually, excellent long term potential and growth opportunities.

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