Senior Tax Accountant

Talnt; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

Talnt is seeking a Senior Tax Accountant, CPA to join our public accounting practice in San Francisco. You will handle complex tax compliance, financial reporting, and client advisory services for partnerships, real estate, high-net-worth individuals, and closely held businesses.

In this senior role, you will lead engagements, review tax returns, perform tax planning, mentor junior staff, and collaborate with attorneys and financial advisors to optimize tax outcomes.

Qualifications

• Active CPA license in good standing.

Responsibilities

• Prepare and review complex federal, state, and multi-state tax returns for partnerships, S corporations, C corporations, individuals, trusts, and estates.

Skills

Tax advisory

Partnership taxation

Real estate tax

GAAP/consolidations

Client relationships

Mentoring

Tax research

Project management

Communication

Technology-driven accounting

Education

CPA license

Bachelor's degree in Accounting

Tools

Tax software

Microsoft Excel

QuickBooks

Document management systems

Job description

About the Role:

The Senior Tax Accountant, CPA is a senior-level public accounting opportunity for an experienced tax and accounting professional with expertise in complex tax compliance, financial reporting, and client advisory services. This role is ideal for a CPA with extensive experience in partnership taxation, real estate tax, high-net-worth individuals, and closely held businesses. The position combines technical tax and accounting responsibilities with strategic tax planning, client consulting, financial statement preparation, and leadership within a collaborative public accounting environment.

Responsibilities:

• Prepare and review complex federal, state, and multi-state tax returns for partnerships, S corporations, C corporations, individuals, trusts, and estates.
• Prepare, adjust, and review client trial balances, general ledger activity, and year-end accounting records to ensure accuracy and compliance.
• Record journal entries related to accruals, depreciation, book-to-tax adjustments, and other accounting reconciliations.
• Perform audits, reviews, and compilations in accordance with professional standards.
• Prepare GAAP-compliant financial statements with full disclosures.
• Conduct proactive tax planning and identify opportunities to minimize tax liabilities while supporting long-term client objectives.
• Research complex federal and state tax issues and prepare written technical analyses and recommendations.
• Assist with tax controversy matters, including responding to notices, examinations, and regulatory inquiries.
• Build and maintain strong client relationships through regular communication and strategic advisory services.
• Collaborate with attorneys, financial advisors, and other external professionals on tax planning, entity structuring, and transactional matters.
• Support mergers, restructurings, entity formations, and other specialized consulting engagements.
• Mentor and develop junior accounting professionals through coaching, technical guidance, and review of work product.
• Leverage accounting technology, workflow automation, and AI-enabled tools to improve efficiency, productivity, and client service.
• Manage multiple client engagements simultaneously while maintaining quality standards and meeting deadlines.

Qualifications:

• Active Certified Public Accountant, CPA, license in good standing.
• Bachelor's degree in Accounting or a related field.
• Minimum of 7 to 10 years of public accounting experience with significant tax and assurance responsibilities.
• Extensive experience preparing and reviewing complex partnership, corporate, individual, and trust tax returns.
• Strong background in partnership taxation, including IRC Sections 704(b), 704(c), 754, 1031 exchanges, Section 163(j), Section 199A, and pass-through entity taxation.
• Demonstrated experience serving real estate clients, closely held businesses, and high-net-worth individuals.
• Thorough understanding of Generally Accepted Accounting Principles, GAAP, financial statement preparation, audits, reviews, and compilations.
• Experience performing tax research and interpreting complex tax regulations.
• Strong analytical, organizational, and project management skills with the ability to manage multiple priorities.
• Excellent written and verbal communication skills with a client-focused, consultative approach.
• Proficiency with professional tax software, accounting applications, Microsoft Office 365, QuickBooks, and document management systems.
• Ability to work independently while collaborating effectively within a professional accounting team.

Desired Qualifications:

• Advanced experience with complex real estate partnerships and investment structures.
• Experience with trust and estate taxation, wealth planning, and multi-generational tax strategies.
• Familiarity with multi-state taxation and complex entity structures.
• Experience supporting business transactions, restructurings, and strategic tax consulting engagements.
• Previous experience mentoring, reviewing, and developing accounting staff.
• Strong interest in process improvement, workflow automation, AI tools, and technology-driven accounting solutions.
• Demonstrated ability to identify tax planning opportunities that create long-term value for clients.
• Commitment to continuous professional development, exceptional client service, and technical excellence.