Senior Tax Accountant, CPA - Hybrid (HT951572)

Our client is a niche CPA firm focusing on high-net-worth individuals and professional athletes. They provide services well beyond their client expectations, including complete accounting, tax and advisory services to a variety of individuals and businesses. They are currently seeking a Senior Tax Accountant with five to seven years' experience in public accounting with a minimum of four years as a staff accountant or equivalent.

Job Responsibilities:

• Prepare and review: Federal, multi-state, and international tax returns for complex business entities, high-net-worth individuals, trusts, and estates
• Correctly prepare advanced corporate, individual, partnership, fiduciary, and other tax returns with little supervision.
• Conduct preliminary review of tax returns prepared by others and provide preliminary feedback
• Know and understand the Firm's policies and procedures
• Correctly and consistently perform assigned accounting procedures
• Provide assistance and training to staff members
• Provide insightful and correct advice on intermediate financial and accounting matters
• Accurately interpret moderately difficult data and provide detailed information to management as needed, adeptly handle initial preparation and monitor budgets for client engagements
• Skillfully review own work product before sending to others for review, resulting in a consistently high quality work product with few review notes
• Keep manager informed of all important developments in client engagements.'
• Understand advanced tax code sections and regulations and apply them correctly and consistently
• Regularly read industry newsletters and attempt to stay current on tax legislation and interpretations. Understand how changes may affect client engagements and planning
• Understand and apply tax planning techniques and make recommendations for specific clients
• Display high proficiency at tax and accounting research techniques
• Possess a thorough knowledge of the reference resources available to the Firm and be able to find the best resource quickly
• Project manages one or more client assignments simultaneously, ensuring overall success of each project
• Identifies client's needs/opportunities in order to sell/cross-sell products or services
• Establishes work schedules through effective use of project management techniques
• Shares and transfers knowledge within the team
• Develops deeper knowledge and skills in technical field and starts to develop a specialization
• Actively pursues self-development opportunities in line with the competency model
• Builds and nurtures strong working relationships with client management and peer client levels
• In consultation with the assignment manager organizes and controls multiple responsibilities and resources to achieve assignment objectives
• Manages the implementation of solutions for clients
• Advises and coaches team members, provides consistent recognition and encouragement to team members, and sets an example by demonstrating high energy levels and enthusiasm
• Works as an effective team member to complete project components and assignment tasks
• Successfully directs and maintains a motivated and empowered work team
• Performs a detailed review of the team's work to ensure quality, thoroughness and completion of assignment tasks within agreed time frames
• Identifies opportunities to improve assignment profitability and identifies any risk management issues
• Actively supports new initiatives
  
  
  

Requirements

• Accounting degree (or equivalent course work)
• CPA license
• Minimum of 5 years in public accounting and tax preparation
• Location: Prefer candidate to live in or around San Diego County in order to attend meetings and training in-person
• Proficiency in pertinent IRC sections and regulations
• Experience with Estate & Trust is a plus!
• High proficiency in QuickBooks, PCS, UltraTax, Sureprep, GEMS, Word, EXCEL, and Outlook.
• Able to solve technical issues and introduce new methods for improving technical output.
  
  
  

Benefits

• Competitive Pay
• Flexible Schedule
• Generous Paid Time Off
• Casual Dress
• Beachfront community, picturesque office & the flexibility to work remotely
• Medical, Dental & Vision
• 401k retirement with employer matching
• Continuing education, license/dues, and tuition reimbursement programs
• Short-term/long-term disability and life insurance
  
  
  

THE BENEFITS & PERKS DON'T STOP THERE!

• a launching pad for your career that offers unhindered potential for professional growth
• challenging and thought-provoking work with access to top professionals
• variety in your work
• opportunities to give back to the community
• fun team outings!
  
  

If you feel you have the necessary qualifications, please forward a copy of your resume and state what you are expecting for salary with this role.