Senior Tax Accountant

PracticeCFO; San Diego (CA); Remote; USD 70,000 - 90,000; Full time

Job summary

A growing financial advisory firm is seeking a Senior Tax Associate to prepare tax returns and manage projects remotely. The ideal candidate will have a Bachelor's in accounting and 3-4 years of tax experience. Strong communication and problem-solving skills are essential. This is an excellent opportunity to join a rapidly expanding team.

Qualifications

• 3-4 years of tax preparation experience is required.
• Knowledge of standard depreciation methods is essential.
• Familiarity with S-Corp basis rules is necessary.

Responsibilities

• Prepare partnership, S-Corporation, and personal tax returns.
• Review and manage returns prepared by staff.
• Communicate with clients via email and phone.

Skills

Extreme ownership

Self-motivation

Communication skills

Problem-solving

Prioritization

Education

Bachelor’s degree in accounting or related field

CPA license

Job description

PracticeCFO is a privately owned, rapidly growing financial advisory firm that serves independent dental practice owners as a fiduciary. We are currently seeking to grow our team with a Senior Tax Associate. This person can work from anywhere. This individual will help the team in preparation of partnership, S-Corporation and personal tax returns, develop associates, respond to notices from tax authorities and interact with clients. This is an excellent opportunity for someone with a broad and unique combination of skills.

Responsibilities

• Understand and execute preparation of partnership, S-Corporation, and personal tax returns
• Be able to review and manage returns prepared by staff
• Identify outstanding items and manage information collection process by communicating with clients via email and phone
• Help develop associates by being available to answer questions and participate in training opportunities
• Demonstrate an understanding of federal tax laws and ability to research authoritative sources
• Research and respond to notices from tax authorities
• Work with CFO teams to hone in on and execute tax planning and cash flow priorities
• Interact with other departments to advise on any changes needed

Requirements

• Ability to take extreme ownership of assigned projects.
• Self-motivated and always looking to improve.
• Bachelor’s degree in accounting or related field
• CPA license
• 3-4 years of tax preparation experience
• Knowledge of standard depreciation methods and lives
• Familiarity with S-Corp basis rules
• Understand the impact of business sales as a sale of assets.
• Great internal and external communication skills
• Strong problem-solving skills
• Ability to prioritize and execute between multiple projects.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Accounting/Auditing and Finance