Senior Tax Advisor — Client-Facing, Growth & Leadership

Jobot; San Diego (CA); On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

Direct exposure to clients

Ownership of client engagements

Collaborative firm culture

Broad exposure to entities andindustrI

Growth opportunities

Job summary

Jobot is seeking a Senior Tax Associate in San Diego to join a well-established CPA firm renowned for client-focused tax and accounting services.

The successful candidate will handle a broad mix of tax preparation, planning, and advisory work for a diverse client base, including small to mid-sized businesses and entrepreneurs. This role emphasizes direct client interaction and visible contributions to engagements.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field. A Master’s degree or CPA certification is highly desirable.
• Minimum of 3 years of experience in a tax role with focus on preparing 1040, 1065, 1120S, non-profit, and estate returns.
• Strong technical tax skills with proficiency in US GAAP and tax compliance and planning.
• Exceptional analytical and problem-solving skills.
• Excellent written and verbal communication skills, with the ability to communicate complex tax concepts to non-tax professionals and clients.
• Strong organizational skills with the ability to manage multiple tasks and projects simultaneously.
• Proficient in tax software and Microsoft Office Suite, particularly Excel.
• Strong commitment to professional and client service excellence.

Skills

Analytical skills

Communication

Organizational skills

Client service

Tax software

Excel

Education

Bachelor's in Accounting/Finance

Master's or CPA desirable

Tools

Tax software

Microsoft Excel

Job description

Jobot is seeking a Senior Tax Associate in San Diego to join a well-established CPA firm renowned for client-focused tax and accounting services.

The successful candidate will handle a broad mix of tax preparation, planning, and advisory work for a diverse client base, including small to mid-sized businesses and entrepreneurs. This role emphasizes direct client interaction and visible contributions to engagements.