Senior Tax Accountant

Talently; Newport Beach (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

Talently, a boutique CPA firm in California, seeks a Senior Tax Accountant to lead complex individual, trust, and pass-through returns with hands-on leadership. You’ll own client engagements, advise families and business owners, and drive practical tax planning.

You’ll mentor junior staff, collaborate with firm leadership on technical decisions, and build lasting client trust as their go-to tax advisor.

Qualifications

• Active CPA with roughly 3+ years in public accounting, ready to manage clients independently.
• Deep experience with individual, trust, and pass-through returns, beyond high-volume 1040 prep.
• Strong working knowledge of QuickBooks and Excel.
• Highly organized and proactive, able to carry a full client load without dropping a ball.
• Comfortable with a full in-office ramp-up before moving to a mostly flexible schedule.

Responsibilities

• Take complex individual, trust, and business returns from first draft to final sign-off.
• Coach junior team members through their work and raise the bar on what leaves the door.
• Dig into new guidance and turn it into practical, plain-English advice for clients.
• Partner directly with firm leadership on the tough technical calls.
• Spot planning opportunities before clients ask and bring them to the table.
• Build the kind of trust where owners and families see you as their go-to advisor.

Skills

Tax Senior

CPA

Individual Tax

Pass-Through Entities

Trust and Estate Tax

Tax Planning

QuickBooks

Excel

High Net Worth Clients

Education

CPA certification

Tools

QuickBooks

Excel

Job description

Skills: Tax Senior, CPA, Individual Tax, Pass-Through Entities, Trust and Estate Tax, Tax Planning, QuickBooks, Excel, High Net Worth Clients

About the Opportunity

My client, one of the most respected boutique CPA firms in the accounting space, is looking to hire a Senior Tax Accountant. This is the seat where you stop being the reviewer and start being the advisor families and business owners call first.

You’ll have real ownership of a varied client base and a direct line to firm leadership. The team is sharp, collaborative, and built around people who like solving hard problems.

This is a tax-focused, hands-on leadership role, not a processing seat. If you want to run complex work yourself and grow others along the way, this one is worth a conversation.

Responsibilities

• Take complex individual, trust, and business returns from first draft to final sign-off
• Coach junior team members through their work and raise the bar on what leaves the door
• Dig into new guidance and turn it into practical, plain-English advice for clients
• Partner directly with firm leadership on the tough technical calls
• Spot planning opportunities before clients ask and bring them to the table
• Build the kind of trust where owners and families see you as their go-to advisor

Must-Have Skills

• Active CPA with roughly 3+ years in public accounting, ready to manage clients independently
• Deep experience with individual, trust, and pass-through returns, beyond high-volume 1040 prep
• Strong working knowledge of QuickBooks and Excel
• Highly organized and proactive, able to carry a full client load without dropping a ball
• Comfortable with a full in-office ramp-up before moving to a mostly flexible schedule

Nice-to-Have Skills

• Experience mentoring or reviewing staff work
• Exposure to planning work for owners and families with multiple entities