Senior Tax Accountant - San Francisco, CA (SL981433)

Res Consultant Group / Recruiting Edge Staffing; San Francisco (CA); On-site; USD 120,000 - 200,000; Full time

Benefits offered by this job

Health insurance

401k match

Mentoring

CPA exam coaching

Succession plan to grow Partners

Job summary

[Client CPA Firm] in San Francisco seeks an on-site Senior Tax Accountant to work directly with clients and partners, oversee junior staff, and deliver complex tax returns while advancing toward partnership.

The role emphasizes tax expertise, client service, and leadership within a boutique practice, with a focus on accurate filings and strategic tax planning.

Qualifications

• Must have CPA firm experience.
• 5+ years in tax work, accounting, financial analysis or similar preparatory work.
• GAAP, GAAS and SSARS understanding.

Responsibilities

• Work with clients, owners, and controllers on tax engagements.
• Unravel complex financial situations and apply tax law.
• Review junior prep work and produce complex tax returns.

Skills

CPA Firm experience

Tax research skills

Attention to detail

Time management

Education

CPA licensure (on track)

Tools

CCH ProSystem fx

QuickBooks

Excel

Job description

Our client, a CPA firm established in 1989, is based in San Francisco-but active globally-they provide comprehensive tax, financial and consulting services. The resolution of complex issues is their specialty, and they represent clients in a variety of industry sectors, both domestic and international, as well as private clients, entrepreneurs, and families worldwide. They are seeking an on-site Senior Tax Accountant, capable of rapid advancement and looking for people to grow into partners.

Job Description

Job Type

• Must have CPA firm experience
• Full time, W2

Location

San Francicso, CA - (financial district) On-Site

Responsibilities

• Work directly with clients, business owners, and their controllers and apply professional knowledge to a variety of tax engagements.
• Unravel complex financial situations and find appropriate tax law to apply
• Manage and review the prep work of Juniors, and independently produce the more complex tax returns
• Consult with the clients' bookkeeping staffs on accounting policies and procedures and train the Firm's Juniors as well
• Proactively identify tax and accounting issues that could trigger an audit of the client, and propose strategies to resolve them
• In the event of an IRS audit, Seniors will participate with the Partners in representing clients
• Prepare financial and tax projections; develop tax strategies; provide clients with quarterly tax payments; review tax returns for high-net-worth individuals, trusts, corporations, partnerships and estates; and ensure the accuracy of all filings
• Managing one or two NPO audits, planning and supervising audit field work, and preparing financial statements and all disclosure requirements

Requirements

• Strong desire to become a partner in a boutique tax practice
• CPA or must be on track for CPA license
• 5+ years in tax work, accounting, financial analysis or similar preparatory work
• A solid theory foundation and understanding of accounting and auditing, including GAAP, GAAS and SSARS
• Ability to research tax rules, accounting practices, and audit procedures using direct-call outreach to sources as well as online resources
• Advanced proficiency with CCH ProSystem fx, QuickBooks and Excel, online research skills using IRS law libraries, BNA/CCH and other industry resource websites, and strong general computer skills across Microsoft Office Suite, time and billing software, etc
• Attention to detail, error-free work product and disciplined procedures for documentation

Benefits

• Excellent compensation and benefits package
  • health insurance
  • 401k MATCH, 5%
  • Reasonable busy season hours - 40 billable per week
  • Great professional mentoring
  • CPA exam coaching
• Succession plan is clear: to grow Partners from within to take over the practice
• Annual financial audit engagements are available for licensing hours
• Tax assignments ensure broad exposure to corporate, partnership and personal returns and tax strategies