Tax Professional

4 weeks ago


San Diego, California, United States Archetype Permanent Solutions Full time
Unlock a Challenging Tax Career with Archetype Permanent Solutions

We are seeking a highly motivated and experienced Tax Senior to join our dynamic team in San Diego, CA. As a Tax Senior at Archetype Permanent Solutions, you will play a key role in delivering high-quality tax services, managing multiple projects, and building lasting client relationships.

About the Role:

This is a full-time position that offers a competitive salary of $93,500 per year. The ideal candidate will have a strong background in tax preparation, research, planning, and excellent client service skills.

Key Responsibilities:

Provide Tax Guidance: Perform complex tax preparation, tax research, and tax planning under the direction of a manager or supervisor.Lead Team Members: Provide work supervision and technical guidance to less experienced staff.Client Communication: Communicate with clients to gather information and documentation, addressing tax matters appropriately.Tax Return Preparation: Prepare individual income tax returns (intermediate to advanced levels) and entity income tax returns (intermediate to advanced levels) including C & S Corporations, Partnerships, LLCs, Non-Profits, Trusts, and Estates.Project Management: Manage multiple client projects effectively with direction from managers.Review and Quality Control: Review tax returns prepared by less experienced staff, ensuring accuracy and compliance.Clients Relationship Building: Build strong relationships with clients by understanding their business and tax needs.Documentation and Compliance: Maintain project files and documentation by interpreting and implementing new or revised tax laws and regulations.Professional Development: Participate in professional development, including continuing education and networking with peers.Billing and Time Entry: Contribute to timely and accurate time entry, billing, and collection processes.

Requirements:

  • Bachelor's degree in Accounting or a related field.
  • 3-5 years of public accounting experience with a focus on tax.
  • Candidate must have satisfied the educational requirements to sit for the CPA exam and be prepared to obtain CPA certification within 18 months of starting employment.
  • Strong knowledge of tax laws, regulations, and compliance requirements.
  • Proficiency in tax preparation software and Microsoft Office Suite.
  • Excellent analytical, organizational, and communication skills.
  • Ability to manage multiple projects and meet deadlines in a fast-paced environment.
  • Strong client service skills and the ability to build lasting relationships with clients.

Benefits:

  • 401(k) Matching
  • Medical, Vision, and Dental Insurance – Employer contributes 90%
  • Disability Insurance
  • Life Insurance
  • Flexible Schedule
  • Three Weeks of Paid Vacation
  • Hybrid Work Schedule – Primarily in-office attendance preferred with some flexibility for remote work.

About Us:

Archetype Permanent Solutions is a dynamic company that values innovation, teamwork, and excellence. We offer a collaborative and supportive work environment that encourages professional growth and development.


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