Senior Tax Accountant

Morling & Company; Larkspur (CA); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

401K with company match

PTO

Hybrid/remote work options

Job summary

Morling and Company, based in Larkspur, California, is a forward-looking tax service and consulting firm focused on maximizing clients' financial well-being through innovative strategies. The firm emphasizes client-centric service, work-life balance, and social responsibility while offering flexible work arrangements and opportunities to grow into leadership and partnership roles.

The team operates with mostly remote work, occasional in-office time during peak seasons, and a prime location near

Qualifications

• Bachelor's degree in accounting, finance, or a related field.
• CPA or EA designation preferred.
• Demonstrated technical competence, professionalism, teamwork, and communication skills.

Responsibilities

• Review tax returns, identify tax planning opportunities.
• Demonstrate leadership and problem-solving skills.
• Tax research, ensuring accuracy, project management.
• Ensuring clients stay in compliance across the board.

Skills

Technical competence

Professionalism

Teamwork

Communication skills

Education

Bachelor's degree in accounting/finance

Job description

About Us:

Morling and Company is a forward-thinking tax service and consulting firm committed to maximizing our clients' financial well-being through innovative and flexible strategies. We are dedicated to delivering measurable value, combining modern approaches with a client-centric focus. Our mission is to help our clients grow, manage, and prosper by offering creative, effective tax strategies while maintaining a commitment to work-life balance and social responsibility.

Our Mission and Core Values:

• Client-Centric: Delivering exceptional service and measurable value.
• Innovation: Embracing modern, flexible, and creative tax strategies.
• Balance: Promoting a healthy work-life balance for all employees.
• Growth: Supporting clients from start-up through expansion and transition.
• Community: Upholding social responsibility and community engagement.

Why Work for Morling and Company:

At Morling and Company, we foster a team-oriented culture where collaboration, flexibility, and innovation are at the forefront. We believe in providing our employees with the freedom to work in a way that suits their lifestyle, with minimal in-office time required. This opportunity is perfect for someone eager to grow into a leadership role, with a clear path to partnership. Whether through traditional avenues or creative approaches, we provide more than one way to achieve leadership and ownership within our firm. If you're an out-of-the-box thinker who values innovation, Morling and Company is the place for you.

Additionally, our Larkspur headquarters is ideally located across from Marin County's premier boutique shopping center, Larkspur Landing. On weekends, the area transforms into a vibrant hub with attractions like the Marin Mart farmers' market on Saturdays and food trucks on Sundays. Imagine the balance this location offers for a tax professional, especially moms juggling work and family:

• Work-Life Synergy: Mostly working remotely, with occasional in-office time during peak seasons.
• Family-Friendly Proximity: While you work, your family can enjoy the nearby attractions. After finishing your tasks, join them for a stroll across the bridge to Marin Mart's bustling market.
• Convenience: Wrap up your day by bringing home a delicious supper from the food trucks or simply enjoy some well-deserved downtime with your loved ones.

The vision of an charming life for a professional in our industry comes to life at Morling and Company.

We Offer:

• A dynamic, supportive team environment where your input and expertise are valued.
• Flexible work arrangements, including remote and hybrid options, with minimal in-office time required.
• A potential path to partnership for those with a leadership mindset.
• A culture that welcomes and celebrates innovation and new ideas.

Responsibilities: not all included

• Review tax returns, identify tax planning opportunities.
• Demonstrate leadership and problem-solving skills.
• Tax research, ensuring accuracy, project management.
• Ensuring clients stay in compliance across the board.

Requirements:

• Bachelor's degree in accounting, finance, or a related field.
• CPA or EA designation preferred.
• Demonstrated technical competence, professionalism, teamwork, and communication skills.

Benefits:

• Comprehensive benefits package including 401K with company match.
• PTO
• Flexible work schedule with the opportunity to become hybrid once a foundation is built.