Position Summary:

Your Impact (Essential Duties):

• Review complex individual, corporate, and partnership tax returns; prepare highly complex returns as needed

• Foster and develop meaningful client relationships, addressing tax issues and coordinating related entity filings

• Perform detailed reviews and provide feedback to ensure high-quality work

• Review quarterly and annual accounting procedures to support tax preparation

• Analyze organizational structures for tax impacts and ensure accurate filings

• Prepare estimated tax liabilities and provide strategic tax planning

• Supervise, train, and mentor team members, conducting regular performance reviews

• Research and document complex tax issues, presenting guidance and solutions

• Communicate tax planning solutions with clients and other professionals involved in the client relationship

• Communicate effectively with clients and team members on projects and deadlines

• Contribute to team efforts and participate in ongoing professional development; stay updated on tax laws and best practices

• Manage engagements, prioritize tasks, and meet deadlines

• Perform other duties and displays flexibility to take on a variety of responsibilities assigned by firm leadership  

• Meet annual billable hour and other targets to fulfill individual performance and overall firm productivity

Your Background:

• 5-10 years of experience in tax preparation

• CPA license or eligible

• Bachelor’s degree in accounting or related field

• Expertise in tax laws, regulations, and compliance requirements

• Ability to adapt to tax law changes and provide strategic tax planning

• Proficiency in tax preparation software and related tools

• Strong leadership, communication, and mentoring skills

• Excellent organizational skills to manage multiple priorities and meet deadlines

• High attention to detail and accuracy in financial and tax work

• Analytical skills to address and resolve complex tax issues

• Full-time commitment and flexibility to work beyond regular hours to meet team deadlines

California compensation range for this role is $107,000 - $150,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. Discretionary incentive compensation is based on firm, group, and individual performance.

What We Offer*:

• Generous paid time off
• Comprehensive medical, dental, and vision coverage, plus life and disability insurance
• 401(k) retirement savings plan
• Paid holidays, including a firmwide winter break (December 24 – January 1)
• Paid parental leave (available after one year of service)
• Mentorship and career development programs
• CPA exam support to help you succeed on the path to licensure
• Firm-sponsored events and spontaneous team activities
• Celebrations to mark milestones like the end of busy season and the holidays

*Benefits are available to full-time employees regularly scheduled to work at least 30 hours per week.