Senior Tax Accountant

Stratton & Associates CPA's; California; On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Vacation/Paid time off

Company paid continuing education

Flexible work schedule

This is an in-office position

Job summary

Stratton & Associates Accountancy Corporation, a small but well established CPA firm, seeks a skilled tax professional to prepare complex filings and provide proactive tax planning for individuals and business clients. You will work directly with the owner to optimize tax positions and ensure compliance with federal and state regulations.

The ideal candidate has 4+ years in tax preparation and planning, a Bachelor's or Master's in accounting/tax, and CPA or EA certification.

Qualifications

• 4+ years of progressive experience in tax preparation, tax planning and public accounting.
• Bachelor's or Master's degree in accounting or tax.
• CPA or Enrolled Agent certification.

Responsibilities

• Tax preparation for individuals, corporations, partnerships and trusts.
• Develop tax planning strategies and projections to minimize liabilities.
• Prepare, review and assist clients with accounting and bookkeeping questions.
• Serve as primary contact for clients and assist with tax and accounting issues.
• Stay updated on changing tax laws and respond to government notices.
• Knowledge of payroll, 1099s and Business Property Statements.

Skills

Tax preparation

Tax planning

Client communication

Attention to detail

Education

Bachelor's or Master's degree in accounting/tax

Tools

Lacerte

Excel

Job description

Job Description

Small CPA firm is seeking a highly skilled and analytical tax professional/accountant to prepare complex tax filings and deliver proactive tax planning. You will work directly with the owner of the company and individual and corporate clients to optimize tax positions and ensure compliance with federal and state regulations. The ideal candidate possesses strong tax and accounting knowledge and exceptional client-service skills. Must be detailed oriented and have above average written and verbal communication skills.

KEY RESPONSILITIES

• Tax Preparation: Prepare various levels of individual, corporate, partnership and trust tax returns
• Tax Planning: Prepare tax planning strategies and projections to minimize tax liabilities for clients
• Accounting: Prepare, review and assist clients with their accounting and bookkeeping questions
• Client Advisory: Serve as the primary point of contact for clients and assist them with a variety of tax and accounting issues
• Compliance: Stay updated on changing tax laws. Research tax issues for conformity to government rules and regulations
• Government Notices: Research, resolve and respond to various government tax notices received by clients
• Knowledgeable in payroll, 1099's and Business Property Statements

QUALIFICATIONS & REQUIREMENTS

• Experience: 4+ years of progressive experience in tax preparation, tax planning and public accounting firm
• Education: Bachelor's or Master's degree in accounting/tax
• Certification: Certified Public Accountant or Enrolled Agent certification
• Technical Skills: Proficient in Lacerte tax and planning software and Excel

Benefits Include:

• Competitive salary depending on experience
• Health insurance
• 401(k) with company match
• Vacation/Paid time off
• Company paid continuing education
• Flexible work schedule
• This is an in-office position

Company Description

Stratton & Associates Accountancy Corporation is a small but well established CPA firm serving clients for over 35 years.