Senior Tax Accountant

BreakPoint Talent; San Francisco (CA); Hybrid; USD 85,000 - 125,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) and life insurance

Generous PTO, vacation, sick time, and

Job summary

BreakPoint Talent, partnering with an established public accounting firm in Oakland, California, is seeking a tax professional to prepare and review federal and state returns for individuals, partnerships, corporations and trusts. You will manage client relations and serve as the day-to-day contact across Bay Area clients.

You should have 3+ years of public accounting tax experience, strong knowledge of multi-state compliance, and proficiency with tax software such as CCH or UltraTax.

Qualifications

• 3+ years of public accounting tax experience.
• CPA license or CPA eligible preferred.
• Strong knowledge of federal and multi-state tax compliance.
• Experience with individual, partnership, S-corp, or trust taxation.
• Proficiency in tax software such as CCH, UltraTax, or similar.
• Strong communication and client-facing skills.

Responsibilities

• Prepare and review federal and state tax returns for individuals, partnerships, corporations, and trusts.
• Manage client relationships and serve as the day-to-day point of contact.
• Research complex tax issues and provide technical guidance.
• Mentor junior staff and review their work.
• Assist with tax planning and projections.
• Identify opportunities to expand services with existing clients.

Skills

Tax experience

Public accounting

Client communication

Education

CPA license or CPA eligible

Tools

CCH

UltraTax

Job description

BreakPoint Talent is a boutique search firm partnering with an established public accounting firm in Oakland, California. The firm serves a diverse client base with tax, audit, and advisory services, and the tax group works closely with owners, families, and closely held businesses across the Bay Area.

Why Join Us?

This is a seat with real client ownership. You will be the day-to-day contact on your accounts, not three layers removed from them, and you will get the review reps that move a career forward.

• Salary range of $85,000 to $125,000 depending on experience
• Hybrid schedule, three days in office and two remote
• Medical, dental, and vision coverage
• 401(k) and life insurance
• Generous PTO, vacation, sick time, and holidays

Key Responsibilities

• Prepare and review federal and state tax returns for individuals, partnerships, corporations, and trusts
• Manage client relationships and serve as the day-to-day point of contact
• Research complex tax issues and provide technical guidance
• Mentor junior staff and review their work
• Assist with tax planning and projections
• Identify opportunities to expand services with existing clients

You should have most of the following

• 3 or more years of public accounting tax experience
• CPA license or CPA eligible preferred
• Strong knowledge of federal and multi-state tax compliance
• Experience with individual, partnership, S-corp, or trust taxation
• Proficiency in tax software such as CCH, UltraTax, or similar
• Strong communication and client-facing skills

If you are further along than a Senior, we still want to hear from you.