Senior Tax Accountant

Kemper CPA Group; Tracy (CA); Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Paid time off

Holiday pay

Disability leave

Sick leave

Parental leave

401(k) plan

Health savings account

Flexible spending account

CPA exam support

Employee assistance program

Wellness program

Referral program

Investment advice

Job summary

Kemper CPA Group LLP, a top 100 public accounting firm, is seeking a Senior Tax Accountant in our Tracy, California office. The role is an advanced, non-management professional position requiring 3–5 years of public accounting tax experience and a CPA designation.

You will communicate with clients and staff across engagements and support staff development as needed. Responsibilities include preparing and reviewing complex tax returns for diverse entities, ensuring compliance, and maintaining

Qualifications

• Bachelor's degree in accounting.
• 3–5 years of public accounting tax experience.
• CPA designation is required.
• Strong communication skills with clients and staff.

Responsibilities

• Complete moderately complex federal, state, local, and special tax returns for individuals, partnerships, corporations, trusts, and estates independently and with minimal direction.
• Comply with federal, state, and local requirements and communicate with partners, staff, and clients to ensure timely and accurate tax reporting.
• Prepare and/or review financial statements, reports and records by collecting, analyzing, and summarizing information and trends.
• Maintain professional standards and technical knowledge through workshops, seminars, publications, personal networks, and/or professional societies.
• Remain current on general economic and political trends of possible tax or other legislation impacting the business climate.
• Contribute to the overall success of the firm and staff by promoting efficient execution throughout the engagement while cultivating positive client relationships.
• Research issues and respond to client and staff questions in a simple, understandable fashion.
• Manage multiple client requests in an efficient and timely manner.

Skills

Tax knowledge

Client communication

Microsoft Word

Attention to detail

Education

Bachelor's in Accounting

Tools

MS Word

MS Excel

MS Outlook

Job description

Kemper CPA Group LLP, a top 100 public accounting firm, is a multifaceted regional CPA firm with 26 offices in Indiana, Illinois, Kentucky, and California. We are currently seeking qualified candidates for a Senior Accountant position in our Tracy, California office. Some overtime is expected during peak seasons.

The Senior Tax Accountant is an advanced level, non-management professional position. Qualified candidates must have three to five years of tax experience in a public accounting environment. Appropriate candidates must also possess expertise in current professional tax practices and the interpersonal skills to communicate effectively with clients and staff throughout all phases of tax engagements. Our Senior Tax Accountants assist with staff development and serve clients with direct contact when needed.

Job Description

• Complete moderately complex federal, state, local, and special tax returns for individuals, partnerships, corporations, trusts, and estates independently and with minimal direction.
• Comply with federal, state, and local requirements and communicate with partners, staff, and clients to ensure timely and accurate tax reporting.
• Prepare and/or review financial statements, reports and records by collecting, analyzing, and summarizing information and trends.
• Maintain professional standards and technical knowledge through workshops, seminars, publications, personal networks, and/or professional societies. Remain current on general economic and political trends of possible tax or other legislation impacting the business climate.
• Contribute to the overall success of the firm and staff by promoting efficient execution throughout the engagement while cultivating positive client relationships.
• Research issues and respond to client and staff questions in a simple, understandable fashion.
• Manage multiple client requests in an efficient and timely manner.
• Additional duties as assigned.

Qualifications and Competencies

• Possess a bachelor’s degree in accounting and a minimum of three to five years of public accounting experience in tax.
• CPA designation is required.
• Possess technology skills which contribute to the completion of assignments.
• Display the ability to effectively communicate verbally and in writing to clients & staff in a respectful and professional manner.
• Contribute to skill building among interns and newer staff.
• Demonstrate ownership of work assigned and take the initiative to complete the work assigned.
• Display analytical skills with an orientation to focus on details and accuracy.
• Proficiency in Microsoft Word, Excel, and Outlook.
• Maintain regular and reliable attendance.

Pay and Benefits

Our employees play an integral role in our success as a firm. We value the long-term relationships we have developed with our clients as a result of our ability to retain our brightest professionals and believe in rewarding our employees with a competitive base compensation that is commensurate with the position and candidate’s experience. Additional compensation includes bonus pay and new business incentives. We also offer an attractive benefits package that is dependent on status as a full or part-time employee.

• Health, dental, vision, and life insurance
• Paid time off
• Holiday pay
• Long- and short-term disability leave
• Paid sick leave
• Parental leave
• 401(k) plan and profit-sharing contributions
• Health savings account
• Flexible spending account
• Paid CPA Exam study time, Becker CPA Review course, CPA Exam reimbursement, and CPA Exam bonus program
• Employee assistance program
• Wellness program
• Referral programs
• Access to investment advice

The requirements listed above are representative of the knowledge, skill, and/or ability required. The successful candidate must be authorized to work on a full-time basis for any employer in the United States. Kemper CPA Group is an Equal Opportunity Employer. Applicants are considered for all positions without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, gender identity, genetic information, ancestry, marital status, veteran status, or any other protected characteristic under applicable law.

At Kemper CPA Group LLP, we recognize that you entrust us with your personal information. We are committed to safeguarding your data in order to maintain that level of trust. We believe that you have the right to privacy, and we encourage you to review and understand our privacy policy as it pertains to the collection, use, and storage of your personal data. To read more on our privacy policy, please go to https ://www.kempercpa.com/privacy