Senior Accountant

SOUND DECISIONS; California; On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Bonus program

Incentive package

Job summary

SOUND DECISIONS is seeking a Senior Accountant to lead tax preparation and consultation as we expand services in tax prep, financial planning, trusts, estates, and investment management. You will prepare returns for individuals and small partnerships across multiple states, work directly with clients, and stay current on tax laws to provide strategies and planning recommendations.

Ideal candidates are detail-oriented, organized, client-focused, and capable of managing tax-season workloads while

Qualifications

• Bachelor's degree in Accounting is required.
• CPA or EA certification required, with focus on tax return preparation.
• Strong knowledge of individual and corporate tax laws across jurisdictions.
• Proficiency with ProSystem FX, Drake, or QuickBooks.

Responsibilities

• Prepare tax returns for individuals and small businesses across multiple states.
• Work directly with clients on data collection and communication.
• Stay current on tax laws and communicate strategies to clients.
• Assist with tax planning and recommend tax optimization strategies.
• Coordinate with advisors on tax and wealth management planning.

Skills

Communication skills

Project management

Tax knowledge across jurisdictions

Client relationship management

Education

Bachelor's degree in Accounting

CPA

EA

Tools

ProSystem FX

Drake

QuickBooks

Job description

We are a growing investment management firm expanding into integrated tax and family office services. We're seeking a Senior Accountant to take a lead role in tax preparation and consultation as we bring new clients onto our platform, which includes tax prep, financial planning, trusts, estates, and investment management.

Job Description:

• Prepare tax returns for individuals and some small businesses/partnerships across multiple states.
• Work directly with clients on financial data collection and communication.
• Stay current on tax laws and communicate relevant strategies to clients.
• Assist with tax planning and provide recommendations to optimize clients' tax exposure.
• Coordinate with advisors on tax and wealth management strategy.

Requirements:

• Bachelor's degree in Accounting.
• 3-5 years of accounting experience; CPA or EA certification required, with a focus on tax return preparation.
• Strong working knowledge of individual and corporate tax law across multiple jurisdictions.
• Proficiency in one or more accounting software packages (ProSystem FX, Drake, QuickBooks, etc.).
• Strong communication skills and the ability to manage projects, particularly during tax season.

Ideal Candidate Profile:

You are detail-oriented, organized, and client-focused. You enjoy digging into complex tax situations and building lasting client relationships. You are collaborative, adaptable, and thrive under deadline pressure during tax season while maintaining accuracy year-round.

Bonus eligible, with a generous incentive package.