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Lead Tax Consultant

2 months ago


Menlo Park, California, United States Sterling Freeman Full time

Overview: In this role, you will collaborate closely with our esteemed Partners and clients. Our leadership team is dedicated to fostering professional growth and mentorship for every team member. We prioritize a balanced work environment, offering benefits such as profit sharing, educational support, CPA exam incentives, gym memberships, and paid overtime.

Key Responsibilities:

  • Prepare and initiate the review of tax filings for Mid-Sized Private Entities across various sectors, Investment Firms, High Net-Worth Individuals, Trust Entities, and Non-Profit Organizations.
  • Support Tax Planning and Forecasting initiatives.
  • Conduct thorough tax research and create precise documentation.
  • Independently address inquiries from tax authorities.
  • Execute journal entries for year-end financial closure, including bank reconciliations.
  • Generate trial balances and financial reports.
  • Examine current and previous year’s General Ledger, Cashbook, and Journal entries.
  • Engage with clients regarding year-end adjustments.
  • Manage routine client inquiries and collaborate with clients to gather essential information for financial statements and tax return completion.
  • Propose client service enhancements and business development opportunities to management.
  • Assist in the training and support of junior tax professionals.

Qualifications:

  • Minimum of 2 years of current experience in a CPA Firm.
  • CPA certification obtained or in progress.
  • Bachelor's degree required; Master's in Taxation or Accounting preferred.
  • Ability to handle multiple priorities, deadlines, and budgets effectively.
  • Conduct complex financial analyses.

Desired Soft Skills:

  • Integrity, intellectual strength, and adaptability.
  • A history of being a passionate learner who embraces opportunities for skill enhancement.
  • An entrepreneurial mindset in the Tax Accountant role.
  • A motivated professional seeking increased responsibilities and autonomy with clients.
  • A genuine curiosity to analyze financials for potential client benefits.
  • Strong interpersonal skills, thriving in relationship-building both internally and externally.