Senior Tax Accountant

Duffy Kruspodin, LLP; California; On-site; USD 110,000 - 140,000; Full time

Job summary

Duffy Kruspodin, LLP in California seeks an Experienced Tax Senior Staff Accountant to review intermediate tax returns and assist with tax planning. You will mentor staff, assist with billing, and build relationships with clients.

The role requires a Bachelor of Accountancy and a CPA or EA license, with 55+ hours weekly during tax season. You will contribute to training, supervision, and recruiting activities, while supporting client engagements.

Qualifications

• Bachelor of Accountancy and CPA or EA license required.
• 55+ hours per week during tax season is expected.
• Experience reviewing various tax returns and providing tax planning.

Responsibilities

• Prepare HRIS and Axcess timesheets and Excel to-do lists.
• Achieve monthly and annual charge hour goals.
• Review Form 1099s, sales tax returns, business property statements and licenses.
• Review tax returns for C-Corporation, Partnership, S-Corporation, personal, non-profit and trust entities.
• Engage in tax planning for corporate and personal taxes.
• Maintain control lists and deadlines for timely filing and reporting.
• Assist in planning and supervising compilation, reviewing engagements, and preparing financial statements.
• Facilitate in-house training and provide feedback to staff.
• Participate in recruiting events and firm outreach and intern programs.
• Support software testing and rollout; create templates and macros to improve efficiency.
• Meet with clients regarding services and assist with proposals and first meetings.

Skills

Communication skills

Education

Bachelor of Accountancy

CPA license

EA license

Tools

CFS

AME

CSA

QuickBooks

Adobe Acrobat

Prosystems Engagement

Checkpoint Tools

Axcess Tax

Microsoft Office Suite

Job description

The Experienced Tax Senior Staff Accountant role will be responsible for the review of various types of intermediate tax returns as well as tax planning. They will take part in the training, mentoring and general supervision of staff and facilitate individual and in-house training. Seniors will also be expected to assist with billing and build working relationships with current and prospective clients.

QUALIFICATIONS

To perform this job successfully, the incumbent must be able to perform each essential core competency function satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions.

The incumbent must be able to work a flexible schedule which includes 55+ hours a week during tax season.

Seniors must possess Bachelor of Accountancy as well as a CPA or EA license. This may be substituted with equivalent years of experience and continued education in some cases.

DUTIES & RESPONSIBILITIES:

• Prepare HRIS and Axcess timesheets and Excel to do lists.
• Achieve monthly and annual charge hour goals.
• Review of Form 1099’s, Sales tax returns, Business Property Statements and Business Licenses.
• Review of intermediate C-Corporation, Partnership, S-Corporation, Personal, Non-Profit and Trust tax returns.
• Review of Corporate and Personal tax planning.
• Manage and maintain control lists and deadlines to ensure timely filing and reporting.
• Assist in planning and supervising compilation, review engagements with the ability to prepare and review work papers as well as preparation of financial statements.
• Facilitate in-house training and meetings as well as providing one on one feedback to staff.
• Participate in firm recruiting events as well as firm outreach events and intern program
• Support software testing and rollout efforts. Create templates, macros and tools to improve efficiency.
• Communicate and meet with clients regarding current services. Assist with new client proposals and first meeting engagements.

KNOWLEDGE AND SKILLS REQUIREMENTS:

• Ability to understand schedules of tax forms, entity type setup, formation and dissolution, retirement plan options, foreign entity reporting, section 1031 exchanges, basic foreign/multistate returns, POL, PAC and LM2 tax returns and specialized tax credits.
• Participate in intermediate/advanced continued education as well as assist in developing in-house training courses.
• Ability to conduct intermediate individualized research.
• Familiar with Accounting related software, to include CFS, AME, CSA, QuickBooks, Adobe Acrobat, Prosystems Engagement, Checkpoint Tools and Axcess Tax.
• Working knowledge of Microsoft Office Suite.
• Strong written and verbal communication skills.