Lead Tax Consultant

2 weeks ago


San Rafael, California, United States W3Global Inc Full time
Job Overview

This role is perfect for an experienced senior accountant seeking to elevate their career to a managerial position, or for a manager looking for a rewarding collaborative opportunity.

This position requires in-office attendance, where you will closely supervise, guide, assist, and manage fellow team members.

Key Responsibilities:

  • Prepare and review individual, corporate, and partnership tax filings, along with a limited number of trust and non-profit returns.
  • Identify relevant tax challenges and planning opportunities, providing assistance with their execution.
  • Review and address IRS and state/local tax correspondence and audits.
  • Oversee and prepare accounting write-ups and financial statements.
  • Conduct comprehensive year-end tax planning, analyzing profits and payroll withholding obligations.
  • Supervise and evaluate the work of team members in both tax and accounting functions.
  • Gain insights into various aspects of the music industry, athlete taxation, and other small business clientele.

Qualifications:

  • Possession of a current CPA license.
  • Bachelor's degree in accounting with a solid understanding of accounting principles and financial statements.
  • Experience in a CPA firm or family office, with 5-10 years of recent relevant experience preferred.
  • Thorough knowledge of tax return processes for individuals, S Corporations, C Corporations, LLCs, and Partnerships.
  • Experience with tax audits and the ability to respond to notices.
  • Capability to identify, analyze, and resolve tax and financial issues, perform research, and demonstrate critical thinking to implement advice and planning.
  • Strong software proficiency, particularly in Excel, and familiarity with CCH ProSystem's.
  • Excellent communication skills for effective client interaction (both written and verbal).
  • Adept at managing multiple priorities, clients, and tight deadlines.
  • Ability to work collaboratively as part of a team.

What We Provide:

  • Competitive salary structure.
  • 401K plan with company contributions.
  • Paid time off, including vacation and sick leave.
  • Health benefits fully covered by the company.
  • Paid time off for continuing professional education.
  • Parking expenses covered.
  • Flexible work schedule.
  • Complimentary or reimbursed concert tickets.
  • A dynamic work environment with opportunities for advancement.
  • A supportive, professional, and relaxed workplace culture.


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