SUMMARY: The Senior Tax Accountant is responsible for preparing and reviewing complex tax filings, tax planning, and compliance for individuals, businesses, and organizations. In this role, you will provide expert tax advice, ensure adherence to tax regulations, lead tax-related projects, and mentor junior staff members. The Senior Tax Accountant will also work closely with cross-functional teams and management to identify opportunities for tax savings and risk mitigation.
ESSENTIAL FUNCTIONS: THIS POSITION IS 100% IN THE OFFICE • Prepare and review annual venture statement and tax returns for entities and individual.
• Identify potential issues and/or area of concern within the tax returns ad venture statements.
• Review fixed assets, expense accounts and Trial balance monthly for entities.
• Record monthly GAAP/Tax depreciation and amortization for commission and financing fee
• Prepare cost segregation analysis for completed construction jobs and coordinate with the construction department to confirm when a project is complete.
• Prepare and review annual financial statement for various partnerships and individuals.
• Conduct like-kind exchange analysis and prepare sales projections.
• Assist in preparing and calculating quarterly tax estimate.
• Stay current on tax laws, regulations, and best practices. Conduct in-depth tax research and provide strategic insights on complex tax issues.
• Provide guidance and mentorship to junior tax staff and coordinate their work. Review their work to ensure compliance and accuracy in tax filings and other related tasks.
• Implement and improve tax processes and system for efficiency, accuracy, and compliance.
• Assist with special projects as needed.
Other duties as assigned:• Review and process tax notice payments via check requests or online transactions to ensure timely submission via regular mail, certified mail or electronic payment method.
- Run quarterly entity financial statement for Asset Managers.
• Assist in researching tax regulations to ensure compliance.
• Assist in the tax audits by gathering financial records, tax returns and supporting documents.
CORE COMPETENCIES:• Attention to details: precise and accurate in reviewing tax returns, financial document, and accounting records to avoid errors.
• Communication: clear sand effective communication with individuals, colleagues, and tax authorities,
• Analytical: ability to analyze complex financial data and tax scenarios to identify issues. ability to apply logic and reasoning to assess complex tax issues and determine appropriate treatment through research and collaboration
• Time Management: strong organization skills and the ability to manage multiple task or projects under tight deadline, particularly during peak tax season.
• Multitasking: Effectively manage multiple priorities and deadlines in a fast-paced environment while maintaining high-quality work.
RequirementsQUALIFICATIONS/SKILLS:• Bachelor's degree (B. A.) from four-year college or university in Accounting, Finance or related field; or 2-3 years related experience and/or training; or equivalent combination of education and experience.
• Master degree in Taxation or certified public accountant (CPA) designation is highly preferred.
• Professional in Microsoft Excel and other all other MS Office tools.
• Deep understanding of current tax regulations, compliance requirements, and tax law.
• May require extended hours during peak times to meet tax deadline and month-end procedures.
WORKING CONDITIONS:• Must be able to interact with employees on a regular basis and be open to regular interruptions.
• Must be able to sit, stand or walk throughout the day in varying levels.
• Must be able to lift 10 pounds.
• Requires long hours in front of computer screens.
• Must be comfortable with an open workspace environment with ambient office noise.
• May require working beyond regular business hours to address urgent legal matters or to accommodate employee schedules.
• Should be prepared to handle high-stress situations while managing multiple priorities effectively.
This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice. Attendance and punctuality are essential functions of this position.THIS POSITION IS IN THE OFFICE 100%BenefitsBuzz Oates offers a great work culture with an open space work environment in a Class A office building in Downtown Sacramento, close to the area's top destination entertainment centers. We offer a full benefit package: Health, Dental, Vision, Life, EAP, LTD, parking, PTO, Sick, Holidays as well as a matching 401(k) program, generous bonus program and education reimbursement. Email resume and cover letter.