Sr.Tax Associate
4 months ago
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.