Senior Tax Accountant

Software Placement Group; Thousand Oaks (CA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, and life insurance

Annual bonus based on tax season OT

Job summary

Software Placement Group in Thousand Oaks, CA seeks a Senior Tax Accountant to handle complex tax work and manage client relationships with minimal supervision in a fast-paced boutique CPA firm.

The role focuses on preparing and reviewing federal and California tax returns, identifying planning opportunities, and delivering high-quality client service with growth potential within a collaborative environment.

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 related field.
• Strong analytical, organizational, communication, and client-service skills.

Responsibilities

• Prepare and review federal and state tax returns for individuals, partnerships, and S-corporations.
• Manage tax engagements and ensure timely, accurate filings.
• Identify planning opportunities and provide client recommendations.
• Communicate with clients on tax matters and document requests.
• Research tax issues and support client-specific recommendations.
• Provide bookkeeping and accounting support as needed.
• Maintain organized workpapers and client files.

Skills

Public accounting

Tax returns

Analytical skills

Client service

Excel

Tax software

Education

Bachelor's degree in Accounting

Tools

Accounting software

Job description

Location: Thousand Oaks, CA | Schedule: Full-time, on-site | Compensation: $90,000-$120,000 base

Overview

A boutique CPA firm serving high-net-worth individuals and closely held businesses with tax compliance, planning, and advisory services is seeking a Senior Tax Accountant. Known for professionalism and personalized client service, the firm needs an experienced public accounting professional who can prepare and review returns, identify planning opportunities, and manage client relationships with minimal supervision in a fast-paced environment.

What you'll do

• 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
• Communicate with clients regarding tax matters, planning needs, document requests, and tax notices
• Research tax issues, interpret regulations, and support client-specific recommendations
• Perform bookkeeping and accounting support as needed
• Maintain organized workpapers, documentation, and client files

Required 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
• Strong analytical, organizational, communication, and client-service skills

Preferred qualifications

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

Compensation and benefits

• Base salary around $90,000-$120,000
• Medical, dental, and life insurance
• Annual bonus based on tax season overtime

Why this role

This role offers the chance to handle complex tax work and client relationships within a collaborative, professional environment with growth opportunities.