Senior Accountant Tax

2 weeks ago

San Diego, United States PARAGON ACCOUNTANTS Full time
Job DescriptionJob 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 local businesses and high net worth individuals. This job position offers a competitive salary and fringe benefits.

Our strength is our people; their skill, knowledge and integrity keep us in the forefront of our industry. We are committed to supporting each member of our firm and our clients in an atmosphere the embodies integrity, respect & trust.

Our benefits include Paid Time Off, 401k and ER match, Health Insurance, Life Insurance, Reimbursement for CPEs – We understand the importance of a good work/life balance.

Job Summary

The Senior Tax Accountant is an integral part of our team. This person will work on various tax reporting, compliance and financial planning projects as directed by the CEO along with maintaining monthly accounting duties. The role will be responsible for monitoring general accounting practices, developing and maintaining internal accounting controls, managing accounting staff, and serve as a mentor for the team. This person is expected to grow with the organization as it continues to expand and evolve over time.

Responsibilities and Duties

Tax:

  • Preparation of Individual, Partnership, Corporate and Trust tax return and other relevant tax engagements and communicate directly with clients.
  • Perform an in-depth taxable income analysis for each client to distinguish between taxable and nontaxable income items between different income tax return filing options.
  • Audit representation (correspondence and face to face)
  • Assist with the preparation of the quarterly tax estimates and year end extension estimates to ensure timely filings.
  • Research tax issues in all applicable areas of tax including memorandum write-up of results and maintaining legislative materials by reviewing, interpreting, and implementing new or revised laws.
  • Strong written and verbal communication skills with a client-service focus

Accounting – Month-end Cycle:

  • Prepare journal entries to record the financial transaction activities including cash/restricted cash, borrower and investor payables/receivables, and loan servicing.
  • Month-end close procedures and always completes deliverables a timely manner.
  • Performs monthly balance sheet reconciliations and roll-forward schedules.
  • Assist in the preparation of monthly consolidated P&L and balance sheet fluctuation analysis for management reporting and analysis.
  • Support budget and forecasting activities for a wide range of clientele.
  • Manage day-to-day accounting operations of the accounting department including but not limited to month and year end process, accounts payable, accounts receivable, general ledger, cash flow, revenue and expenditure variance analysis, check runs, and fixed assets.
  • Monitor and analyze accounting data and assist in producing financial reports and presentations.
  • Act as a liaison between Project Control Analyst, Accounting Staff, and Contracts to resolve any issues regarding project costs and billings.
  • Manage accounting department workload, assign projects, and direct accounting staff to ensure compliance and accuracy.

Management:

  • Experience with Business & Customer Development.
  • Assist with training for new hires.
  • Actively pursue new methods of streamlining and enhancing the firm’s processes.
  • The ability to lead and actively engage the team
  • Excellent organization, communication (written and oral), time management, and presentation skills.

Qualification and Skills Requirements:

  • Bachelor's Degree in Accounting and/or Finance is required. CPA or EA preferred. Master's Degree in Taxation a plus.
  • CTEC (A Must, if not CPA or EA)
  • Proficient with Lacerte Tax
  • Proficient with QuickBooks
  • Advanced Excel skills
  • Excellent relationship building and communication skills
  • Ability to work independently and lead others
  • Minimum of 5-years of experience as an Accountant or equivalent experience
  • Knowledge of GAAP, pertinent IRC sections and regulations, and estates and gift tax issues and preparation.
  • Excellent oral and written communication skills.
  • Utilizes professional judgment and shows the capacity to think both critically and independently.

Salary Range:

  • Offering a salary range of $75,000 to $85,000 based on experience, education and licensing

Benefits:

  • 401(k)
  • 401(k) Matching 3%
  • Health insurance
  • Paid Time Off
  • Life Insurance

  • Tax Senior

    2 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

    5 days 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

    3 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

    3 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...

  • Senior Tax Accountant

    7 days ago

    San Antonio, United States Capital Group Companies Full time

    I can succeed as a Global Finance Senior Tax Accountant at Capital Group.The Indirect Tax Team manages and is responsible for sales and use tax, property tax, business license tax, unclaimed property, IRS 1099 & 1042 reporting, federal and state wi Tax Accountant, Accountant, Tax, Senior, International, Property Tax, Accounting

  • Tax Accountant

    3 days ago

    San Diego, United States Hire Resolve USA Full time

    Hire Resolve is currently headhunting for a highly experienced and skilled CPA - Tax Accountant to join our client's growing CPA team in the San Diego Area, you will be responsible for preparing tax payments and returns, as well as recommending tax strategies that align with our business goals. It is crucial that you stay updated with changes to tax...

  • 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...

  • Senior Tax Accountant

    7 days ago

    San Clemente, United States Alliance Resource Group Full time

    The Federal Sr. Tax Associate is responsible for timely and accurate preparation of federal and state income and franchise tax returns; monthly, quarterly and annual tax provisions (ASC 740); quarterly estimated tax and extension; and supporting docu Tax Accountant, Tax, Accountant, Senior, Accounting, Staffing

  • Tax Accountant

    5 days ago

    San Diego, United States Hire Resolve Full time

    Job DescriptionJob DescriptionHire Resolve is currently headhunting for a highly experienced and skilled CPA - Tax Accountant to join our client's growing CPA team in the San Diego Area, you will be responsible for preparing tax payments and returns, as well as recommending tax strategies that align with our business goals. It is crucial that you stay...

  • Tax Accountant

    4 weeks ago

    San Diego, United States Hire Resolve Full time

    Job DescriptionJob DescriptionHire Resolve is currently headhunting for a highly experienced and skilled CPA - Tax Accountant to join our client's growing CPA team in the San Diego Area, you will be responsible for preparing tax payments and returns, as well as recommending tax strategies that align with our business goals. It is crucial that you stay...

  • Tax Senior Accountant

    7 days ago

    San Francisco, United States Regal Executive Search, LLC Full time

    Tax Senior Accountant - Tax Supervisor Description Supervision of audits, reviews, and compilation of financial statements and tax compliance documents for clients. Location: San Francisco, San Mateo or Walnut Creek Requirements Bachelors degree in A Tax, Accountant, Supervisor, Senior, Accounting, Staffing

  • Senior Tax Accountant

    3 days ago

    San Francisco, United States Southwest Accounting Resources, Inc Full time

    Regional Bay Area CPA firm is looking to add a Senior Tax Accountant to their staff. Tax Senior Associates work closely with managers and partners to provide innovative tax solutions for our sophisticated client base. Primary responsibilities include preparing complex returns, performing planning, projection and compliance projects, and reviewing work from...

  • Senior Tax Accountant

    3 weeks ago

    San Antonio, United States MGR Full time

    Job Title: Senior Tax Accountant Location: San Antonio, TX. Job Type: Full-time Job Overview: As a Senior Tax Accountant at a Local Firm, you will play a crucial role in managing and overseeing various aspects of our clients' tax compliance needs. Your responsibilities will include preparing complex tax returns, providing strategic tax planning advice, and...

  • Senior Tax Accountant

    5 days ago

    San Antonio, United States MGR Full time

    Job DescriptionJob DescriptionJob Title: Senior Tax AccountantLocation: San Antonio, TX. Job Type: Full-timeJob Overview: As a Senior Tax Accountant at a Local Firm, you will play a crucial role in managing and overseeing various aspects of our clients' tax compliance needs. Your responsibilities will include preparing complex tax returns, providing...

  • Senior Tax Accountant

    4 weeks ago

    San Antonio, United States MGR Full time

    Job DescriptionJob DescriptionJob Title: Senior Tax AccountantLocation: San Antonio, TX. Job Type: Full-timeJob Overview: As a Senior Tax Accountant at a Local Firm, you will play a crucial role in managing and overseeing various aspects of our clients' tax compliance needs. Your responsibilities will include preparing complex tax returns, providing...

  • Tax Senior

    4 weeks ago

    San Diego, California, 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 Accountant

    3 weeks ago

    San Diego, California, United States Hire Resolve Full time

    Hire Resolve is currently headhunting for a highly experienced and skilled CPA - Tax Accountant to join our client's growing CPA team in the San Diego Area, you will be responsible for preparing tax payments and returns, as well as recommending tax strategies that align with our business goals. It is crucial that you stay updated with changes to tax...

  • Tax Accountant

    2 weeks ago

    San Diego, United States Pennystarter Consulting PC Full time

    Job DescriptionJob DescriptionWe are looking for a tax accountant with 2 - 5 years (minimum of 2 years) of tax preparation experience and excellent communication skills who can help us preparing federal and state(s) tax returns for individuals, partnerships, s-corporations, and c-corporations. The hired tax accountant will work remotely with multiple...

  • Tax Accountant

    3 weeks ago

    San Diego, United States Pennystarter Consulting PC Full time

    Job DescriptionJob DescriptionWe are looking for a tax accountant with 2 - 5 years (minimum of 2 years) of tax preparation experience and excellent communication skills who can help us preparing federal and state(s) tax returns for individuals, partnerships, s-corporations, and c-corporations. The hired tax accountant will work remotely with multiple...

  • Senior Tax Associate

    2 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...