Tax Senior
2 days ago
Reason Financial is a purpose-driven financial services firm that exists to help individuals and business owners pursue financial independence with clarity and confidence. Founded in 2013, Reason Financial brings together tax, accounting, and wealth advisory services under one roof to deliver well-rounded, values-aligned advice. Our name reflects our guiding principle: that reason - the ability to think critically and act with intention - is what drives meaningful impact in our clients' lives.
We've built a reputation for excellence, honesty, and curiosity. Our culture emphasizes thoughtful execution, strong communication, responsibility, and intrapreneurship. Team members are encouraged to pursue personal and professional growth, supported to solve complex problems, and given the flexibility to take ownership of their work - all while being part of a company that supports its local community and values the whole person, not just the role.
The Position:
We're looking for a Tax Senior to join our growing team. In this role, you'll manage a diverse book of clients - many with complex business structures - and provide both compliance and planning support. You'll lead engagements, collaborate with teammates, and contribute to the firm's evolution as we continue to grow through acquisitions and long-standing relationships. This role is ideal for someone with public accounting experience who thrives in a fast-paced, client-focused environment and values autonomy, responsibility, and clear communication.
Responsibilities:
- Manage the preparation and review of complex individual and business tax returns, including S Corps, C Corps, partnerships, and multi-entity structures
- Lead tax planning strategies for clients with varied and often interrelated business interests
- Provide clear and timely communication with clients, helping them understand tax positions and options
- Identify opportunities for process improvement and contribute to Reason's evolving workflows and systems
- Ensure compliance with federal, state, and local tax laws and regulations across multiple jurisdictions
- Participate in firm initiatives, including the implementation of new technology (e.g., AI tools) and internal training
- Own your workload with a high level of accountability, time management, and precision - particularly during tax and planning seasons
- Maintain billable target (80%) while balancing leadership and collaborative responsibilities
- Mentor junior staff and contribute to the professional development of the tax team
- Minimum 5+ years of progressive experience in public accounting
- CPA preferred (or EA with significant experience)
- Strong experience with complex business entities (S-Corps, C-Corps, partnerships, LLCs, etc.)
- Proven ability to manage tax workflows and multiple client engagements and deadlines across a variety of industries
- Strong knowledge of accounting principles, tax compliance, tax law and planning across diverse entity types
- Tech-savvy and open to new tools - experience with digital tax platforms
- Excellent communication skills and comfort with direct client interaction
- Proven track record as a problem-solver with the confidence to ask questions and take initiative
- Local to central San Diego or within a 25-minute commute is ideal
- Willing to work in-office full time during onboarding and busy seasons (Feb-April, Oct-Dec); hybrid eligible after initial training period
- $120k+ DOE
- Annual bonus based on firm performance and individual contribution
- Unlimited PTO + Paid holidays
- Medical, Dental + Vision (employer contributes up to $505/month to employee's premium)
- 401(k) + 3% match
- Opportunities for personal and professional development
#IND1
-
Tax Senior
2 days ago
San Diego, CA, United States gpac Full timeJob Description A reputable Public Accounting firm in the area is looking to add a Tax Senior to their team. This stable and growing firm offers clients valuable knowledge and expertise in tax. Due to the recent growth of the firm, there is an opportunity for a Tax Senior to join a team of highly motivated staff. Tax Senior Responsibilities: Review and...
-
Tax Senior
4 days ago
San Diego, CA, United States gpac Full timeJob Description A reputable Public Accounting firm in the area is looking to add a Tax Senior to their team. This stable and growing firm offers clients valuable knowledge and expertise in tax. Due to the recent growth of the firm, there is an opportunity for a Tax Senior to join a team of highly motivated staff. Tax Senior Responsibilities: Review and...
-
Senior Tax Accountant
2 weeks ago
San Diego, CA, United States New Gig Solutions Full timeNow Hiring: Senior Tax Preparer / Accountant (100% On-Site | Ft. Myers, FL) Partnered with New Gig Solutions We’ve partnered with a well-established, growth-oriented CPA firm in Ft. Myers, FL, to help them find their next Senior Tax Preparer / Accountant. This is a full-time, 100% on-site opportunity for an experienced accounting professional who enjoys...
-
Senior Tax Advisor
4 days ago
San Diego, CA, United States Platform Accounting Full timeDue to continuing growth, we are seeking a Senior Tax Advisor to join our team. In addition to the traditional roll-up your sleeves tax preparation and client advisory, the role requires a strong sense of entrepreneurship, strategy, and collaboration. As a Senior Tax Advisor, you will have a unique opportunity to work with a growing team of professionals...
-
Senior Tax Advisor
2 days ago
San Diego, CA, United States Platform Accounting Full timeDue to continuing growth, we are seeking a Senior Tax Advisor to join our team. In addition to the traditional roll-up your sleeves tax preparation and client advisory, the role requires a strong sense of entrepreneurship, strategy, and collaboration. As a Senior Tax Advisor, you will have a unique opportunity to work with a growing team of professionals...
-
Tax Senior
6 days ago
San Diego, CA, United States Proven Recruiting Full timeTax Senior - Professional Services - North County San Diego Are you a detail-oriented, solutions-driven tax professional who thrives in a fast-paced public accounting and advisory environment? Join a uniquely integrated firm providing tax, accounting, legal, and business consulting services to domestic and international clients. In this role, you'll...
-
Senior Tax Accountant
6 days ago
San Diego, CA, United States Proven Recruiting Full timeSenior Tax Accountant - Collaborative Boutique Firm in UTC! One of San Diego's leading boutique tax and advisory firms is seeking a Senior Tax Accountant to join their growing team. The company is expanding through both organic growth and acquisition, offering a chance to make a lasting impact while working alongside a hands-on CPA leader. Your technical...
-
Tax Senior II
2 hours ago
San Diego, CA, United States Century Group Full timeCentury Group is partnering with a client who is seeking a Tax Senior II to join their team. Exact compensation may vary based on skills, experience, and location. Expected starting base salary $90,000 to $120,000 per year. Job Responsibilities: Develop and implement tax strategies to minimize tax liabilities and maximize tax benefits for clients. Conduct...
-
Senior Crypto Tax Analyst/Supervisor
1 week ago
San Diego, CA, United States Northern Base Full timeSenior Crypto Tax Analyst/Supervisor Location: San Diego, CA Employment Type: Full-time, On-site Shift: 8 hours a day 40 hours a week Role Description This full-time, on-site position is for a Crypto Tax Senior who will oversee a team of three to five specialists. Responsibilities include onboarding new clients, reconciling crypto portfolios, and preparing...
-
Senior Crypto Tax Analyst/Supervisor
4 days ago
San Diego, CA, United States Northern Base Full timeSenior Crypto Tax Analyst/Supervisor Location: San Diego, CA Employment Type: Full-time, On-site Shift: 8 hours a day 40 hours a week Role Description This full-time, on-site position is for a Crypto Tax Senior who will oversee a team of three to five specialists. Responsibilities include onboarding new clients, reconciling crypto portfolios, and preparing...
