SENIOR TAX ACCOUNTANT

Regal Executive Search; Palo Alto (CA); On-site; USD 80,000 - 120,000; Full time

Job summary

A leading financial services firm in Palo Alto is seeking a Senior Tax Accountant to manage tax services. The ideal candidate will have a strong background in preparing individual, partnership, and fiduciary tax returns, with a focus on accuracy and detail. Excellent communication and organizational skills are essential. Candidates should have a degree in accounting or finance, and prior experience with ultra-high net worth clients is a plus. This role requires proficiency in relevant tax software and tools.

Qualifications

• Four years of experience preparing individual tax returns.
• Experience with ultra-high net worth clients.
• Proficiency with investment partnership and fiduciary tax returns.
• Knowledge about the venture capital industry desirable.

Responsibilities

• Prepare income tax returns for individuals, partnerships, and fiduciaries.
• Plan and prepare quarterly income tax estimates.
• Research tax-related issues and respond to tax notices.
• Assist Tax managers with special projects as needed.

Skills

Organizational skills

Communication skills

Analytical abilities

Technical abilities

Detail-oriented

Self-motivated

Education

Four-year college degree in accounting, finance, or economics

CPA

Tools

CCH Axcess or ProSystems fx Tax

CCH Workpaper Manager

BNA Income Tax Planner

Adobe

MS Office products (Excel)

Job description

SENIOR TAX ACCOUNTANT

Venture capital firm is currently looking for a Senior Accountant to assist with tax services. The ideal candidate will have excellent organizational, oral and written communication skills in conjunction with strong analytical and technical abilities. Must be detail-oriented, highly accurate, and a self-starter who can work with minimal supervision in a team-oriented environment.

The finance group, which provides support to the venture capital firm and the families associated with its managing directors, currently has twenty-two people including the Chief Financial Officer and six directors.

Primary Responsibilities

• Preparing income tax returns for various individual, partnership and fiduciary returns for the family office
• Planning for and preparing quarterly income tax estimates and annual extensions for individual, partnership and fiduciary returns for the family office
• Researching tax related issues
• Responding to tax notices
• Assisting Tax managers with special projects on an as-needed basis

Qualifications

• Four-year college degree in accounting, finance, or economics required; CPA a plus
• At a minimum, 4 years of experience preparing individual tax returns; ideal candidates will have some experience working with ultra-high net worth clients and will have prepared investment partnership and fiduciary tax returns
• Proficiency using CCH Axcess or ProSystems fx Tax, CCH Workpaper Manager, and BNA Income Tax Planner a plus
• Competency with Adobe and MS Office products, especially Excel
• Excellent oral and written communication skills
• Strong organizational, analytical and technical abilities
• Detail-oriented
• Highly motivated; a self-starter who can work with minimal supervision in a team-oriented environment
• Knowledgeable about the venture capital industry and investments a plus