Senior Tax Accountant

Golemb Accountancy Corporation; San Diego (CA); Remote; USD 130,000 - 160,000; Full time

Job summary

A boutique accounting firm is seeking a dedicated Tax Professional in San Diego, specializing in Trusts and Estates. This role offers the opportunity to work remotely with a focus on accuracy, customer service, and collaborative teamwork. The ideal candidate will have significant experience in tax preparation and a strong attention to detail, contributing to a cohesive, high-performing team dedicated to client satisfaction.

Qualifications

• Minimum 5 years of tax accounting experience required.
• 2 years of Trust and Estate taxation experience preferred.
• CPA or EA designation is a plus.

Responsibilities

• Oversee entire tax preparation process from client onboarding to filing.
• Manage client relationships and ensure service quality through effective communication.
• Prepare court accountings and financial statements.

Skills

Attention to detail

Customer service

Project management

Communication

Education

Bachelor’s Degree or equivalent experience

Tools

QuickBooks

Quicken

Excel

Lacerte

Job description

3 days ago Be among the first 25 applicants

We are a specialized boutique accounting firm currently seeking a one-of-a-kind Tax Professional.

Why Us?

We are a small, dedicated team.We value our team members and their individuality.We want to make you a long-term part of our team. We specialize in the taxation of Trusts and Estates.We work mostly remotely.We value customer service, pride in our work product, and strong relationships with our Trust and Estate community.

Why you?

You want to be a key part of a small, cohesive team.You work well in a remote/hybrid-remote office environment and are a collaborative team player.You are experienced with preparing tax and accounting work.You pride yourself on accuracy and strong attention to detail.You enjoy providing exemplary customer service.You enjoy building and maintaining meaningful customer relationships. You excel in managing several projects simultaneously and meeting project deadlines. You would like to make our specialty your long-term career path.

About the work:

• How We Work:Each team member plays a key role in different steps of our client service process, from onboarding through to filing and project completion.We all work together to ensure that our clients are served at the highest level.
• Tax Preparation – Responsibility for the entire process, from initial review of client documents, to creation of organized logical workpapers, management of additional information required, draft returns, changes, and completion.
• Transactional Accounting – General accounting, including preparation of court accountings, Profit & Loss Statements, Year End Planning, beneficiary distributions, etc.
• Client Services – Ensuring clients are receiving the intended value of the services provided through consistent communication and follow up. Developing client and referral relationships through networking and partner lunches.
• Deadline Management – Reference internal project calendar and understand the sequence of events necessary for project completion, ensuring all deadlines are met.

About you:

• 2 years of Trust and Estate taxation experience
• 5 years of Tax Accounting experience
• Bachelor’s Degree or equivalent experience
• CPA or EA Preferred
• Experience in the preparation of individual and fiduciary tax returns
• Experience in preparation of court accountings
• Knowledge of tax and accounting software systems (QuickBooks, Quicken, Excel, Lacerte)
• Strong attention to detail
• Ability to think and respond proactively

Schedule and Location: Full-time (flexible schedule). We are located in Banker’s Hill, San Diego 92103. This is a remote and/or remote hybrid position.

If you think this is the job for you, we’d love to hear from you!Send us a cover letter with your application.Please include these details:What is your ideal work environment?What are the biggest strengths you’ll bring to our team? What do you see as potential growth areas?

We look forward to meeting you!

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Accounting

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