Taxation Specialist

Frederiksen-Crawford CPAs Inc is a boutique tax accounting and consultation firm based in Corte Madera, CA. Our practice focuses on serving small businesses in select industries and high net worth individuals with complex and/or foreign tax situations.

We aim to help our clients achieve long-term personal, business, and generational financial well-being by providing effective tax strategies and innovative solutions.

This role involves managing workload priorities, preparing and reviewing income tax returns, researching and consulting on complex tax situations, and collaborating with firm partners on tax planning strategies.

Key Responsibilities:

• Establishing and managing client portfolios
• Preparing and reviewing tax returns for C-Corp, Partnerships, S-Corp, Individual, and multi-state entities
• Advising clients on tax implications of business and personal financial objectives
• Evaluating and recommending actions to lessen tax burden

To be successful in this role, you will need:

• Bachelor's or Master's degree in Tax, Accounting, or related field
• CPA certification required
• 8+ years public accounting experience with extensive tax return preparation experience
• 3+ years in management-level role

You should have working knowledge of:

• Federal tax compliance and accounting
• Tax analysis and research
• Lacerte Tax software
• OfficeTools CRM software (preferred)
• QuickBooks Pro and QuickBooks Online
• Adobe Acrobat
• Microsoft Office

We offer a competitive salary of $125,000 DOE, plus benefits including:

• 401(k) with company match
• Medical and dental insurance stipends
• Continuing education and training opportunities
• Paid time off and holidays