Senior Tax Consultant/CPA

1 week ago

San Diego, California, United States Allen Barron, Inc. Full time
Job Overview

Senior Tax Consultant/CPA

Position Summary

A Senior Tax Consultant will oversee and manage various tax assignments to provide exceptional tax services for our domestic and international clientele. This role presents outstanding opportunities for professional development and a collaborative work environment.

Key Responsibilities

The Senior Tax Consultant will ensure the effective and efficient functioning of the tax practice area, embodying the firm's core values: delivering quality processes and outcomes, maintaining IRS compliance, and fostering excellent client communication to uphold our firm's esteemed reputation in this service domain. This practice will leverage technology, and leadership is expected to identify best practices and implement continuous process enhancements. The role involves leading a team of professionals dedicated to supporting this service and ensuring competent delivery. This position reports directly to the Partner.

Primary Duties

  1. Prepare and review federal and state income tax returns for individuals, corporations, real estate, exempt organizations, trusts, and estates; including FBAR and PFIC calculations for Streamline Clients.
  2. Complete year-end financial statement adjustments for tax purposes.
  3. Serve as a resource for tax staff, attorneys, and partners.
  4. Conduct complex tax research as needed.
  5. Prepare tax planning strategies and estimates, engaging in planning for more intricate client situations.
  6. Direct and coordinate tax planning for simpler client scenarios.
  7. Assist accounting and consulting staff during client meetings.
  8. Review tax accruals and related working papers.
  9. Help manage administrative projects within the tax department.
  10. Ensure the smooth processing of tax returns and contribute to ongoing improvement initiatives.
  11. Enhance client service by delivering high-quality work with prompt turnaround and attentive service.
  12. Assist in the development and enhancement of tax software and technology processes.
  13. Establish workflows and timelines related to various projects.
  14. Facilitate in-house tax training sessions.
  15. Gather feedback on tax season performance and develop an action plan for subsequent years based on that feedback.
  16. Create policies and procedures to effectively manage responsibilities within the firm, including the administration of the department.
  17. Maintain and develop expertise in the taxation field.
  18. Keep all staff informed of changes and developments in taxation.
  19. Plan, coordinate, and conduct training sessions with the Partner Group to ensure personnel competence in taxation.
  20. Identify the firm's capabilities to offer additional services in the taxation area.

Interpersonal Skills

  1. Demonstrate effective time management and organizational skills.
  2. Coordinate the orientation and training of tax-related staff.
  3. Adopt an entrepreneurial approach to client service and build strong working relationships with clients.
  4. Develop and maintain relationships with new and existing clients, showcasing a basic understanding of their businesses.
  5. Network with peers, establish business contacts, and cultivate referrals.
  6. Enhance communication channels with clients and those responsible for maintaining client relationships.
  7. Continue to build industry expertise.
  8. Exhibit a strong understanding of firm ethics and apply them consistently.
  9. Maintain a broad knowledge of economic, political, and business conditions.
  10. Perform additional duties as assigned.

Qualifications

  1. A minimum of a Bachelor's degree in accounting or a related field.
  2. An advanced degree or enrollment in an advanced degree program is preferred.
  3. CPA license is preferred.
  4. IRS Enrolled Agent status is preferred.
  5. Prior experience in public accounting and tax is required.
  6. A minimum of 3 years of experience in preparing tax returns competently.
  7. Strong accounting and analytical skills are essential.
  8. Proficiency in research is necessary.
  9. Strong computer skills; familiarity with Thompson Reuters is preferred but not mandatory.
  10. Excellent interpersonal, oral, and written communication skills are required.
  11. Detail-oriented with the ability to manage multiple tasks effectively.
  12. Experience working with high-net-worth individuals and complex business entities is advantageous.

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