Tax Senior
2 weeks 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
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