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Senior Tax Consultant

2 months ago

Palo Alto, California, United States CFOmate Full time


At CFOmate, we are seeking a highly skilled Senior Tax Consultant to join our dynamic team. This role is pivotal in supporting the CEO with all client-related tax and accounting matters, ensuring we maintain our reputation for exceptional speed, efficiency, and client satisfaction.

The ideal candidate will possess a friendly demeanor and be responsible for managing all tax-related functions within the organization. This includes engaging with clients as necessary, supervising a team of tax preparers and administrative staff, and demonstrating a strong proficiency in essential software such as Lacerte Tax and QuickBooks Online (QBO).

There is an opportunity for the selected candidate to collaborate with the CEO in bringing on an additional senior tax associate to support the upcoming tax season.

Additional Benefits:

  • 401(k) matching
  • Paid time off
  • Outstanding company culture
  • Training and educational opportunities

Health/Vision/Dental Benefits:

Key Responsibilities:

  • Master and implement our unique operational processes
  • Conduct tax research on various client scenarios as needed
  • Prepare and review tax returns meticulously
  • Identify innovative strategies to minimize tax liabilities for clients
  • Lead tax audits with relevant agencies as required
  • Keep the team informed about new tax regulations
  • Assist with additional financial projects for business clients, both recurring and one-time engagements

Qualifications:

  • Extensive knowledge of Lacerte is essential
  • CPA or EA license is mandatory
  • Minimum of 5 years of tax preparation experience
  • Excellent communication and analytical skills
  • Familiarity with QuickBooks Online (QBO) is preferred
  • Working knowledge of TaxDome is advantageous
  • A Master's degree in taxation is preferred

Compensation: $135,000 - $155,000 annually