- Location: Remote, CA
- Type: Direct Hire
- Job #27457
A leading, established full service public accounting firm is seeking a Tax Senior to join their tax practice. This Tax Senior can be either a 100% remote opportunity or located in San Diego, CA or Los Angeles, CA.
Remote work is permitted in the following states: California, Arizona, Colorado, Florida, Georgia, Idaho, Illinois, Missouri, Nevada, New Mexico, North Carolina, Tennessee and Texas.
Responsibilities:
- Prepare HRIS, Access timesheets, and Excel To-Do lists.
- Achieve monthly and annual charge hour targets.
- Review Form 1099s, Sales Tax Returns, Business Property Statements, and Business Licenses.
- Evaluate intermediate-level tax returns for C-Corporation, Partnership, S-Corporation, Personal, Non-Profit, and Trust entities.
- Manage control lists and deadlines to ensure timely filing and reporting.
- Assist in Tax Audits and supervise compilation, review, and audit engagements, including the preparation and review of workpapers and financial statements.
- Participate in mentoring programs and conduct in-house training, meetings, and one-on-one feedback sessions for staff.
- Contribute to firm recruiting and outreach events for potential clients.
- Assist in the billing process by analyzing Work in Progress (WIP) and providing invoice totals.
- Communicate with clients, addressing current services, assisting in new client proposals, and participating in initial engagement meetings.
- Oversee Corporate and Personal tax planning initiatives.
For background check purposes, material duties of this position include document review (1099’s, sales tax returns, business property statements and business licenses), tax return evaluation, tax audit assistance including preparation and review of work papers and financial statements, billing process assistance, and corporate and personal tax planning initiative oversight.
Minimum Qualifications:
- Bachelor’s degree in accounting.
- CPA or (Enrolled Agent) license.
- 3 years of prior tax experience.
- Proficient in MS Office Suite (Word, Excel, Outlook)
- Ability to work a flexible schedule which includes 55+ hours a week during tax season.
Preferred Qualifications:
- Ability to understand schedules of tax forms, entity type setup, formation and dissolution, retirement plan options, foreign entity reporting, section 1031 exchanges, basic foreign/multistate returns, POL, PAC and LM2 tax returns and specialized tax credits.
- Participate in intermediate/advanced continued education as well as assist in developing in house training courses.
- Ability to conduct intermediate individualized research.
- Familiar with Accounting related software, to include CFS, AME, CSA, QuickBooks, T-value, Adobe Acrobat, Prosystems Engagement, Checkpoint Tools and Access Tax.
- Working knowledge of Microsoft Office Suite.
- Strong written and verbal communication skills.
*The above represents the lowest to highest expected salary range for this job opening. We may pay more or less than the posted salary range, and the salary range may be modified in the future. We will consider job-related factors including, but not limited to, education, qualifications, certifications, experience, skills, geographic location, and business or organizational needs when determining pay.
Non-base compensation: Employees may be eligible for discretionary bonuses, dependent upon performance.
Benefits: Employees are covered by medical, dental, vision and life insurance. Employees are able to enroll in the company’s 401k plan. Employees will also accrue 4+ weeks of time off annually and receive paid holidays throughout the calendar year.