Senior Tax Associate

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

Job summary

Jobot is seeking a Senior Tax Associate for a San Diego CPA firm. The role focuses on tax preparation, planning, and advisory work within a collaborative, client-facing environment.

The successful candidate will have a strong background in individual, partnership, corporate, nonprofit, and estate tax returns, with an emphasis on practical support and engagement ownership. Growth and leadership opportunities are available.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field; Master’s degree or CPA is highly desirable.
• Minimum of 3 years of experience in a tax role with a focus on preparing 1040 individual returns, 1065 partnership, 1120S Corporate tax returns, non-profit, and estate returns.
• Strong technical tax skills with proficiency in US GAAP and tax compliance and planning.
• 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.

Skills

Analytical skills

Communication skills

Organization

Education

Bachelor’s degree in Accounting, Finance, or related field

Master’s degree or CPA certification desirable

Tools

Tax software

Excel

Microsoft Office

Job description

Senior Tax Associate needed for CPA Firm!

This Jobot Job is hosted by: Matt Swaneveld

Salary: $110,000 - $140,000 per year

A bit about us

We are an established CPA firm located in San Diego with a long-standing client base and a strong reputation for providing responsive, high-quality tax and accounting services.

Our team works primarily with small to mid-sized businesses, privately held companies, entrepreneurs, and business owners across a variety of industries. We are looking to add an experienced Senior Tax Accountant who enjoys working directly with clients, managing a diverse portfolio, and being part of a collaborative firm where their work is visible and valued.

Why join us

• Stable, loyal client base
• Direct exposure to clients and decision-makers
• Mix of tax preparation, planning, and advisory work
• Ownership of client engagements with access to leadership
• Collaborative firm with less bureaucracy
• Broad exposure to business entities and industries
• Visible role with room for continued growth and support

Job Details

The successful candidate will possess the following qualifications:

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

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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