Senior Tax Accountant, CPA

1 month ago

San Diego County, United States RES Consultant Group Full time
Job DescriptionJob Description

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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