Experienced Tax Consultant

3 weeks ago


Menlo Park, California, United States Sterling Freeman Full time

Overview: In this role, you will collaborate closely with our esteemed Partners and clients. Our leadership team is dedicated to providing support and mentorship to facilitate the professional growth of each team member. We foster a dynamic work environment that rewards our employees with profit sharing, educational assistance, CPA exam incentives, gym memberships, and paid overtime.

Key Responsibilities:

  • Prepare and initiate the review of tax returns for Mid-Sized Private Companies across various sectors, Investment Entities, High Net-Worth Individuals, Fiduciary Entities, and Non-Profits.
  • Assist in Tax Planning and Projections.
  • Conduct thorough tax research and prepare precise work papers.
  • Independently respond to inquiries from tax authorities.
  • Make journal entries for year-end closing, including bank reconciliations.
  • Generate trial balances and financial statements.
  • Analyze current and previous year General Ledger, Cashbook, and Journal.
  • Engage with clients regarding year-end adjustments.
  • Address routine client inquiries and collaborate with clients to gather necessary information for financial and tax return completion.
  • Communicate ideas for client service enhancement and business growth opportunities to management.
  • Support the training and development of junior tax accountants.

Qualifications:

  • Minimum of 2 years of current experience in a CPA Firm.
  • CPA certification obtained or in progress.
  • Bachelor's degree required; Master's in Tax or Accounting preferred.
  • Ability to manage multiple priorities, deadlines, and budgets.
  • Experience in performing complex financial analysis.

Desired Soft Skills:

  • Integrity, intellectual strength, and agility.
  • A proven track record as a passionate learner who embraces skill-enhancing opportunities.
  • An entrepreneurial mindset in the Tax Accountant role.
  • A motivated professional seeking increased responsibilities and autonomy with clients.
  • A genuine curiosity to delve into financials to uncover potential opportunities for client benefit.
  • Strong interpersonal skills and the ability to build relationships both internally and externally.

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