Senior Tax Accountant

Advantage Group; Walnut Creek (CA); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Advantage Group in the Concord/Pleasant Hill/Walnut Creek area is seeking a skilled tax professional for a hybrid role. You will apply tax expertise and accounting knowledge to prepare and review returns, while advising clients and collaborating with partners and senior staff to resolve issues.

The ideal candidate has 3+ years of public accounting tax experience, CPA/EA licensing (or in progress), and a track record of managing client tax projects with accuracy and strong communication skills.

Qualifications

• Bachelor’s or Masters in accounting (emphasis).
• Licensed EA or CPA (or on track to earning).
• 3+ years of tax experience at a public accounting firm.
• Experience with privately held businesses.
• High level of technical tax proficiency.
• Ability to research complex tax issues.
• Experience monitoring and managing client tax projects & deadlines.
• Excellent verbal and written communication.

Responsibilities

• Perform technical review of tax returns and collaborate with partners, clients and senior accountants to resolve issues.
• Identify, explain, and resolve tax issues to ensure client relationships are fostered and grown.

Skills

Tax planning

Client comms

Tax research

Public accounting

Deadline mgmt

Verbal communication

Written communication

Education

Bachelor's or Masters in accounting

Tools

CCH/Lacerte

Job description

Job Description

This is a hybrid role is with a well-established, stable and growing firm located in the Concord/Pleasant Hill/Walnut Creek area. They offer stability, career growth and competitive compensation.

It will be integral to the tax planning of closely held businesses and will apply tax expertise along with a deep understanding of laws, regulations and standards to formulate client related recommendations.

Responsibilities will include the technical review of tax returns while collaborating with partners, clients and senior accountants to identify, explain, and resolve tax issues to ensure that client relationships are fostered and grow.

Qualifications

• Has earned a Bachelor’s, or Masters, degree with an emphasis on accounting or a related field
• Is a licensed EA or CPA (or on track to earning)
• 3+ years of tax experience at a public accounting firm
• Experience with privately held businesses
• Has performed exceptionally in environments that required high level of technical tax proficiency
• Is experienced with and ability to research complex tax issues
• Has experience monitoring and managing client tax related projects and deadlines
• Is an excellent verbal and written communicatord
• Experience with recognized Accounting/Tax software (CCH/Lacerte)

Additional Information

• This company offers an excellent array of benefits, real long term stability and career progression.
• This is a hybrid role.