Senior Tax Accountant

Tom Trese Networking LLC; Thousand Oaks (CA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Life insurance

Job summary

Top Echelon LLC is seeking a Senior Tax Accountant for a full-time, on-site role in Thousand Oaks, CA. The candidate will handle complex tax work, manage client relationships, and work with minimal supervision in a fast-paced environment.

Responsibilities include preparing and reviewing federal/state returns, identifying planning opportunities, and delivering accurate client service while maintaining organized workpapers and documentation.

Qualifications

• 10+ years of public accounting experience.
• Strong experience preparing and reviewing individual and business tax returns.
• Knowledge of federal and California tax law.
• Proficiency with tax software, Excel, and related accounting tools.
• Bachelor's degree in Accounting or a related field.

Responsibilities

• Prepare and review federal and state tax returns, including individual, partnership, and S-corporation returns.
• Manage tax engagements and help ensure timely, accurate filings.
• Identify tax planning opportunities and provide practical recommendations to clients.
• Research tax issues, interpret regulations, and support client-specific recommendations.

Skills

Public accounting experience

Analytical skills

Organizational skills

Communication skills

Client-service orientation

Education

Bachelor's degree in Accounting

Tools

Tax software

Excel

Accounting tools

Job description

About the Company

Our client is a boutique CPA firm based in Thousand Oaks, CA, serving high-net-worth individuals and closely held businesses through tax compliance, planning, and advisory services. The firm is known for professionalism, responsiveness, and personalized client service.

About the Role

The Senior Tax Accountant will handle complex tax work, manage client relationships, and operate with minimal supervision in a fast-paced professional environment. This is a full-time, on-site role for an experienced public accounting professional who can prepare and review returns, identify planning opportunities, and deliver accurate client service.

Responsibilities

Tax Preparation & Review

• Prepare and review federal and state tax returns, including individual, partnership, and S-corporation returns.
• Manage tax engagements and help ensure timely, accurate filings.
• Identify tax planning opportunities and provide practical recommendations to clients.

Client Service & Advisory

• Communicate with clients regarding tax matters, planning needs, document requests, and tax notices.
• Research tax issues, interpret regulations, and support client-specific recommendations.

Accounting Support & Documentation

• Perform bookkeeping and accounting support as needed.
• Maintain organized workpapers, documentation, and client files.

Qualifications

Required Qualifications (Must-Haves)

• 10+ years of public accounting experience.
• Strong experience preparing and reviewing individual and business tax returns.
• Knowledge of federal and California tax law.
• Proficiency with tax software, Excel, and related accounting tools.
• Bachelor's degree in Accounting or a related field.
• Strong analytical, organizational, communication, and client-service skills.

Preferred Qualifications (Nice-to-Haves)

• CPA license preferred.
• Experience supporting high-net-worth individuals and closely held businesses.
• Bookkeeping and accounting support experience.

Pay range and compensation package

• Basic salary is around $90-$120K plus medical, dental and life insurance and an annual bonus which is based on tax season overtime. This is a full-time, on-site role in Thousand Oaks, CA, within a collaborative and professional environment with growth opportunities.

Equal Opportunity Statement

Our client is an equal opportunity employer and welcomes qualified candidates from all backgrounds.