Senior Corporate Tax & Accounting Pro (Part-Time, Flexible)

Hoffman-; San Diego (CA); On-site; USD 40,000 - 80,000; Part time

Job summary

Hoffman- seeks an experienced Senior Tax & Accounting Professional to join our client-facing team in San Diego, CA. The role focuses on managing existing bookkeeping clients, onboarding new ones, and delivering accurate tax returns and financial statements with high client-service standards.

The ideal candidate has 10+ years in accounting, strong corporate/partnership tax knowledge, and proficiency in UltraTax CS and QuickBooks.

Qualifications

• 10+ years of accounting experience.
• Experience preparing 1120, 1120-S, and 1065 tax returns.
• Strong corporate and partnership tax knowledge.
• Experience with UltraTax CS.
• Strong experience with QuickBooks Online and QuickBooks Desktop.
• Experience working with multiple business clients, preferably in an accounting or tax firm.
• Experience reviewing bookkeeping work.
• Strong accounting and financial statement knowledge.

Responsibilities

• Manage a portfolio of existing bookkeeping and accounting clients.
• Communicate directly with clients regarding accounting, financial statements, and tax needs.
• Onboard new clients and establish accounting processes and procedures.
• Review bookkeeping work for accuracy and completeness.
• Review general ledgers, reconciliations, journal entries, and financial statements.
• Prepare and review monthly and annual financial statements.
• Provide guidance and support to bookkeeping staff.
• Prepare federal and state business tax returns (1120, 1120-S, 1065).
• Prepare tax workpapers and supporting schedules.
• Research tax questions and assist with tax planning as needed.
• Assist clients with accounting and tax questions and resolve issues.
• Identify opportunities to improve client accounting processes and financial reporting.
• Manage multiple clients and deadlines while maintaining a high level of accuracy and client service.

Skills

10+ years accounting experience

Corporate & partnership tax

Excellent communication

Independent worker

Client relationship management

Financial statements knowledge

Tools

UltraTax CS

QuickBooks Online

QuickBooks Desktop

Job description

Hoffman- seeks an experienced Senior Tax & Accounting Professional to join our client-facing team in San Diego, CA. The role focuses on managing existing bookkeeping clients, onboarding new ones, and delivering accurate tax returns and financial statements with high client-service standards.

The ideal candidate has 10+ years in accounting, strong corporate/partnership tax knowledge, and proficiency in UltraTax CS and QuickBooks.