Senior Tax Associate

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

Job details:

Senior Tax Associate needed for CPA Firm!

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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