Sr. Tax Accountant

2 weeks ago

Dana Point, United States Staffing Solutions Full time $100,000 - $150,000
As a Sr. Tax Accountant, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. The ideal candidate is someone with a minimum of 5-7 years of experience in tax preparation as either a Sr. Tax Accountant or strong tax senior. Someone who can prepare returns, review returns and be engaged in highly complex projects.

This is a direct hire position, and the salary range is 100 to 150K DOE.

The firm consists of approximately 5 professionals (with average employee tenure of 12 years) and serve very high net wealth clients and have bee in business since 2005 and the secret to their success stems from:
  • Treating our people well
  • Establishing reasonable billable goals
  • Regularly organized weekly team meetings to collaborate on project priorities, commitments and proactive communications with clients
  • Providing a 100% work remote environment
  • Provide competitive benefits and compensation
  • Supporting personal growth initiatives both monetarily and an investment of time in one another
  • Adhering to detailed value systems while also understanding that there is the “ideal” and the “real” world in which we operate
  • Serving and vetting our clients
  • Being responsive problem solvers and timely communicators
  • Not overcommitting
  • Holding them accountable for their roles and responsibilities
  • Routinely enhancing the complexity of our client base while systematically transferring clients that are not a proper fit for our firm 

About the Position:
We are seeking critical thinkers and problem solvers. The primary role, in this position, will be tax centric with the desire to leverage this person into other consultative roles as required from time to time (see Our Matters below). The tasks will include the preparation, review and tax planning for various taxpayers (individuals, corporations,
partnerships and estates and trusts).

Key critical skill sets and/or experience is below:
  • A minimum of (6) years of experience and an active CPA license
  • Quickly understand or adapt to remote working environments
  • Communicate well with clients and staff and follow up and pro-actively communicate problems encountered in the tax preparation and planning processes (absolute bare minimum skill set). 
  • The successful candidate must have a minimum of (4) years directly interfacing with clients without supervision.
  • Project management skills and the ability to discern the right time and/or person(s) to bring into a given matter
  • Ability to use software help-related manuals and conduct research and work independently before prematurely engaging other team-members
  • Strong excel and workpaper organizational skills
  • Strong accounting skills. Must have a minimum strong working knowledge of trial balances, general ledgers and Quickbooks.

Our Clients:
Are generally very wealth and highly influential individuals residing in Southern California. Our clients generally have multiple businesses and tax entities and are working with multiple other high-profile advisors to accomplish their financial objectives. They are appreciative and respectful and trustworthy. The industry-focus of our practice includes manufacturing and real estate oriented businesses that are the by-product of our clients’ life-time efforts. Our client tenure is extremely high with a significant volume of clients having been with the firm since its
founding in 2005. We also serve non-recurring clients in the transactional arena and litigation support
service. We work with a number of high-profile attorneys and legal and tax matters.

Our Matters:
We have worked and/or performed the following types of services and have niche based services in the following areas:
  • Tax Matters
  • General tax planning and preparation
  • Complex tax research
  • International tax matters
  • Qualified Opportunity Zones
  • Tax Credits (R&D, WOTC, R&D & Energy)
  • Litigation matters
  • Taxpayer representation
  • Consulting Matters
  • Assist and oversee ERP implementations
  • Assist and oversee Financial Reporting implementations
  • Controllership & CFO type services
  • Due diligence for M&A Transactions
  • Business Valuations
  • Contract interpretation/advisement related to accounting and tax matters
  • Litigation Matters
  • Federal & State court appearances
  • Court appointments as independent accountants
  • Arbitrations & Mediations
  • Settlement resolution and case assessment
  • Forensics & Investigation
  • Damages, rebuttal, and expert witness testimony re: same

The ideal candidate will have a desire and appetite to participate in one or more of the above services and/or expand into an area of their personal choosing subject to firm opportunity.

Our Staff Possess these Minimum Personality Traits:
  • Tenacity and attention to detail
  • Client-service oriented and focused
  • Direct, respectful, open and honest communication
  • Strong research and presentation skills
  • The desire to grow personally and challenge themselves in all aspects of their work and personal lives
  • Invest in one another and the team to help their peers achieve the same
  • Over-achievers and team-players
  • A strong-value system and shared vision and a desire to share their opinions
  • Strong organizational skills
  • Strong follow-up and a commitment to bring projects to successful completion

The Resources and Technologies We Employ
We work or use the following resources:
  • A Citrix-based-cloud environment from the comfort of our homes
  • Using Microsoft Teams for internal meetings
  • Zoom for external meetings
  • ShareFile for the exchange of documents
  • Comprehensive libraries from RIA, Spidell (Treaties, Practitioner Guides, Case Law & References)
  • Comprehensive libraries and applications for forensics, valuations (BV Resource,
  • Team Analytics & numerous treaties)
  • Physical environments of (2) or more screens
  • Quickbooks Desktop and Quickbooks Online
  • Microsoft Office
  • Thomson Reuters-based environment. We use Practice CS, Planner CS, Fixed Assets CS, Ultra Tax CS and Workpapers CS

  • Tax Manager

    2 weeks ago

    High Point, United States FORVIS Full time

    Description & Requirements As a Tax Manager, you will have the opportunity to lead and develop a team while providing ultra-responsive customer service to our clients. If you have experience with managing tax advisory services, tax compliance, and tax provision to a diversified client base, this is the position for you! How you will contribute: Managing...

  • Tax Senior Associate

    5 days ago

    High Point, United States Forvis Full time

    Description & Requirements As a Tax Senior Associate at FORVIS, you value working closely with others to plan for the future and to help successful companies and their owners avoid surprises, coordinate tax strategies, and grow. You will provide authentic support to your teammates and clients and communicate regularly with them to understand their...

  • Accountant

    3 days ago

    Rocky Point, United States Berger Macdonald & Rand LLP Full time

    Job DescriptionJob DescriptionAccountant, Bookkeeper, Full Charge, Payroll, Sales Tax 

  • Accountant

    2 weeks ago

    Rocky Point, United States Berger Macdonald & Rand LLP Full time

    Job DescriptionJob DescriptionAccountant, Bookkeeper, Full Charge, Payroll, Sales Tax 

  • Experienced Tax Associate | Renewable Energy

    2 weeks ago

    High Point, United States FORVIS Full time

    Description & Requirements As a Tax Associate at FORVIS, you will gain valuable experience, use your critical thinking abilities to help clients solve problems, and apply your social skills to build rewarding business relationships. You will have the opportunity to work with clients from a variety of industries as you develop your technical skills and...

  • Sr. FICO Consultant

    5 days ago

    Myrtle Point, United States CareerBuilder Full time

    Role: Sr. FICO Consultant Type: Contract Contract Location: Remote (Candidate is required to work in PST hours and open to travel a week in a month) Contract Duration: 6 months Expected Start Date 2/12/24 Description: The resource should be strong in the following areas: S4 HAAN Green field implementation experience. Has worked using Fiori Apps. New Asset...

  • Senior Staff Accountant

    5 days ago

    Point of Rocks, United States CareerBuilder Full time

    Canam Steel Corporation is a major US manufacturer of open web steel joists and steel deck. The company participates in thousands of projects each year ranging from large distribution centers and high rise projects, to small retail centers. The steel joist business in the US began as a partnership with Canam Group and our steel deck business was launched by...

  • Senior Audit Accountant

    3 days ago

    Mineral Point, United States Drake & Company Full time

    Job DescriptionJob DescriptionSenior Audit AccountantMineral Point, WIDescriptionThe Senior Audit Accountant will assist in performing audits for local governments and non-profits in and around Mineral Point, Wisconsin.Responsibilities:Manage audit, review and compilation areas in accordance with firm and professional standards as directed by...

  • Senior Audit Accountant

    2 weeks ago

    Mineral Point, United States Drake & Company Full time

    Job DescriptionJob DescriptionSenior Audit AccountantMineral Point, WIDescriptionThe Senior Audit Accountant will assist in performing audits for local governments and non-profits in and around Mineral Point, Wisconsin.Responsibilities:Manage audit, review and compilation areas in accordance with firm and professional standards as directed by...

  • Associate, Accounting

    3 weeks ago

    Point Reyes Station, United States Marin Agricultural Land Trust Full time

    Job DescriptionJob DescriptionSalary: $35.00 - $39.00MALT is a nonprofit land trust created in 1980 by a coalition of ranchers and environmentalists to permanently protect Marin County farmland. Some of the Bay Area’s most highly acclaimed dairy and cheese products, grass-fed meats, and organic crops are produced on farmland protected by MALT’s 93...

  • Audit Staff Accountant

    3 days ago

    Mineral Point, United States Drake & Company Full time

    Job DescriptionJob DescriptionJob Title: Audit Staff AccountantDirect Hire Salary: Based on ExperienceLocation: Mineral PointSchedule: Monday – Friday, 8:00 am to 4:30 pm  Position Overview : Our Mineral Point area financial services client for a full-time Audit Staff Accountant. The ideal candidate will have a bachelor's degree in Accounting. Prior...

  • Audit Staff Accountant

    2 weeks ago

    Mineral Point, United States Drake & Company Full time

    Job DescriptionJob DescriptionJob Title: Audit Staff AccountantDirect Hire Salary: Based on ExperienceLocation: Mineral PointSchedule: Monday – Friday, 8:00 am to 4:30 pm  Position Overview : Our Mineral Point area financial services client for a full-time Audit Staff Accountant. The ideal candidate will have a bachelor's degree in Accounting. Prior...

  • 20207 - Sr. Systems Administrator

    2 weeks ago

    West Point, United States Hyundai Autoever America Full time

    Job DescriptionJob Description20207 - Sr. Systems AdministratorWest Point, GACBU:  TransSeatPurpose of the position:Provides technical leadership and is responsible for establishing the direction for maintenance, standards, life-cycle management, design and implementation approaches for the company’s servers and/or related virtual infrastructure. Creates,...

  • Payroll Supervisor

    1 day ago

    Central Point, United States Timber Products Full time

    Possess experience in several aspects of payroll including day-to-day operations, oversight, process improvement, payroll tax, benefit plans, internal/external audit, and understanding of multiple applications. Working cross-functionally with HR, Ope Payroll, Supervisor, HR Manager, Operations, Processing, Manufacturing, Accounting

  • Sales Assistant

    2 weeks ago

    East Point, United States Agile Consulting Group, Inc. Full time

    Job DescriptionJob DescriptionTax Consulting Firm - Sales AssistantWe are searching for a Sales Assistant who can offer high quality, dependable support to the sales team and help improve our efficiency. The Sales Assistant will need to be ready to assist in the continued growth and development of our boutique firm’s portfolio of clients. Through our...

  • Sales Assistant

    4 days ago

    East Point, United States Agile Consulting Group, Inc. Full time

    Job DescriptionJob DescriptionTax Consulting Firm - Sales AssistantWe are searching for a Sales Assistant who can offer high quality, dependable support to the sales team and help improve our efficiency. The Sales Assistant will need to be ready to assist in the continued growth and development of our boutique firm’s portfolio of clients. Through our...

  • Associate Attorney

    2 weeks ago

    Point Pleasant Beach, United States Surenian, Edwards, Buzak & Nolan LLC Full time

    Job DescriptionJob DescriptionSurenian, Edwards, Buzak & Nolan, LLC is seeking an Associate Attorney with the skills, experience and drive to become part of a thriving law firm with a statewide practice and reputation in affordable housing laws (“Mount Laurel” litigation). With the recent addition of Edward Buzak and his team, the Firm has a reputation...

  • Controller

    2 weeks ago

    High Point, United States KCA Recruiting Full time

    Job DescriptionJob DescriptionWe are working with an extraordinary company seeeking a Controller who will be responsible for managing workloads, improving processes, controls and related monitoring of processes and controls. This also includes management of the financial reporting process, establishing and maintaining processes and procedures to accurately...

  • 2nd Shift GMAW Sr. Welder

    2 weeks ago

    High Point, United States PowerSecure, Inc. Full time

    Job DescriptionJob DescriptionJob Summary:This position is responsible for any fabrication necessary and on time production of parts. This position includes GMAW, MIG welding, grinding panels, fitting pipes and tightening them, cutting different materials on different machines and processes, and maintaining the upkeep as necessary on welding equipment. The...

  • Warehouse Supervisor

    Found in: Talent US C2 - 2 weeks ago

    Sparrows Point, United States Holcim Full time

    ABOUT THE ROLE Support the procurement function within an operating company by maximizing efficiencies associated with the provision of materials to the operation. WHAT YOU'll BE DOING Demonstrates a commitment to communicating, improving and adhering to safety policies in all work environments and areas. Manage all aspects of warehousing...