Senior Tax Associate

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

Job summary

LeoForce is seeking a Senior Tax Associate in San Diego to manage a diverse portfolio including 1040 personal returns, 1065 partnerships, 1120S corporate tax returns, non-profit and estate returns. You will work directly with clients, delivering accurate tax planning and compliance.

The role requires at least 3 years of tax experience, strong US GAAP knowledge, and excellent communication. Proficiency in tax software and Excel is essential for success.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field (CPA desirable).
• Minimum of 3 years in a tax role focusing on 1040, 1065, 1120S, non-profit, and estate returns.
• Strong technical tax skills with proficiency in US GAAP and tax compliance and planning.
• Excellent written and verbal communication, with ability to explain complex tax concepts to non-tax professionals.
• Strong organizational skills with ability to manage multiple tasks and projects.
• Proficient in tax software and MS Office, particularly Excel.
• Commitment to professional and client service excellence.

Responsibilities

• Prepare 1040 individual returns, 1065 partnership, and 1120S corporate tax returns.
• Perform tax planning and compliance to align with client goals.
• Advisory roles and direct client communication on tax matters.
• Maintain high-quality deliverables and ensure timelines are met.
• Collaborate with team members to manage a diverse portfolio.

Skills

US GAAP knowledge

Analytical skills

Communication skills

Organizational skills

Client service excellence

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

Job ID: 6910574

Posted: 7 days ago

Job Description

Experience: Mid Level

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

Job Details

• 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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