Senior Tax Associate

Gilbert CPAs

$80K — $95K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • CPA or CPA candidate with 2-5 years of experience in public accounting.
  • Bachelor's degree required.
  • Technical tax knowledge in C Corporations, S Corporations, Partnerships, Individuals, accounting methods, and tax research.
  • Strong client relationship development and superior customer service skills.
  • Excellent interpersonal, oral, and written communication abilities.
  • Outstanding project management and analytical skills.

Responsibilities

  • Assist managers and partners with tax planning, research, and compliance tasks.
  • Prepare income tax returns for diverse entities and individuals, applying advanced tax concepts.
  • Identify potential issues in projects and returns, collaborating with team members for resolution.
  • Understand client business to propose relevant tax solutions and planning ideas.
  • Communicate with clients regarding tax return information, compliance deadlines, and opportunities for further service.
  • Draft correspondence with IRS and state tax authorities.
  • Enhance technical capabilities through specialized training and experience.

Benefits

  • Comprehensive medical, dental, and vision insurance coverage.
  • 401K with company match to support retirement planning.
  • Paid life insurance and long-term disability for employee security.
  • Generous paid time off and ten paid holidays each year.
  • Training budget to aid in professional development and licensure pursuits.
  • Hybrid work schedule available after training period.
Full Job Description
We are currently seeking a Senior Tax Associate to join our tax department. The candidate for the Sr. Associate should be a CPA or CPA candidate, with 2 to 5 years of experience in public accounting, specifically taxation. The candidate must have excellent analytical, organizational, and project management skills.

Responsibilities:

  • Assist managers and partners with tax services including planning, research, and compliance.
  • Prepare income tax returns for various entities and individuals. Demonstrate the ability to apply advanced tax and accounting concepts when providing tax planning or tax preparation services.
  • Recognize potential problem areas in projects/returns and discuss them with appropriate team members.
  • Demonstrate a general understanding of the client's business to identify relevant tax issues. Suggests client tax planning ideas to a manager or partners.
  • Interact with clients on tax return information, deadlines, and other compliance matters. Look for opportunities to provide additional services to clients.
  • Prepare correspondence with IRS and state tax authorities.
  • Develops and expands technical capabilities that require special training, experience, or knowledge.


Qualifications:

  • CPA or CPA candidate with 2-5 years of experience in public accounting.
  • Bachelor's degree required.
  • Must possess technical tax knowledge related to C Corporations, S Corporations, Partnerships, Individuals, accounting methods, property transactions, and tax research
  • Ability to develop and maintain strong client relationships. Provides superior customer service.
  • Must have excellent interpersonal, oral and written communication skills.
  • Must possess excellent project management and analytical skills.


This role is based out of our Natomas, Sacramento area office. A hybrid work schedule is offered after the training period.

Benefits: Gilbert CPA provides a comprehensive benefits package including medical, dental, vision, 401K with company match, paid life insurance and long-term disability, generous paid time off, and ten days paid holiday. The firm is also pleased to provide employees with a training budget for professional development and professional licensure.

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