Senior Tax Associate

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

Job summary

Leoforce in San Diego is seeking a Senior Tax Associate with mid-level experience to handle tax compliance and planning for individuals, partnerships, corporations, non-profits, and estates. You will prepare 1040, 1065, 1120S returns and work directly with clients.

Join a collaborative CPA firm known for responsiveness and high-quality service, offering exposure to diverse tax engagements and opportunities for growth within the firm.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field; Master’s degree or CPA certification 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.
• 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.

Responsibilities

• Prepare and review 1040, 1065, 1120S tax returns and related schedules.
• Assist in tax planning and compliance for clients across entities.
• Communicate complex tax concepts clearly to clients and team.
• Manage multiple client engagements with timely delivery and accuracy.

Skills

Analytical skills

Communication skills

Organizational skills

Tax software

Excel

US GAAP knowledge

Client service

Education

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

Tools

Excel

MS Office

Tax software

Job description

Senior Tax Associate

Job Description

Experience: Mid Level

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

Job Details

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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.

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

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