Senior Tax Associate

RES Consultant Group; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health insurance

401k MATCH

CPA exam coaching

Job summary

RES Consultant Group seeks a Senior Tax Accountant in San Francisco, CA to join a CPA firm with global reach. The role emphasizes handling a broad range of tax engagements, mentoring juniors, and aligning with firm partners’ growth plans.

The candidate should have CPA firm experience, 5+ years in tax, and strong GAAP/GAAS/SSARS knowledge, using CCH ProSystem fx, QuickBooks, and Excel. On-site in the Financial District, with excellent compensation and benefits.

Qualifications

• Must have CPA firm experience.
• 5+ years in tax work, accounting, or related preparatory work.
• Solid foundation in GAAP, GAAS and SSARS.

Responsibilities

• Work directly with clients, business owners, and their controllers to handle a variety of tax engagements.
• Unravel complex financial situations and determine applicable tax law.
• Manage and review junior prep work and independently produce complex tax returns.
• Consult with clients' bookkeeping staff on policies and train junior staff.
• Proactively identify tax issues and propose audit-resolving strategies.
• Assist Partners in IRS representations when needed.
• Prepare financial and tax projections, and review filings for various entity types.

Skills

CPA firm experience

Attention to detail

Tax research

Education

CPA certification or on track for CPA

Tools

CCH ProSystem fx

QuickBooks

Excel

Microsoft Office

Job description

Our client, a CPA firm established in 1989, is based in San Francisco-but active globally-they provide comprehensive tax, financial and consulting services. The resolution of complex issues is their specialty, and they represent clients in a variety of industry sectors, both domestic and international, as well as private clients, entrepreneurs, and families worldwide.? They are seeking an on-siteSenior Tax Accountant, capable of rapid advancement and looking for people to grow into partners. Job DescriptionJob Type:

*Must have CPA firm experience Full time, W2 Location: San Francicso, CA - (financial district) On-Site

Responsibilities

• Work directly with clients, business owners, and their controllers and apply professional knowledge to a variety of tax engagements.?
• Unravel complex financial situations and find appropriate tax law to apply.
• Manage and review the prep work of Juniors, and independently produce the more complex tax returns.
• Consult with the clients' bookkeeping staffs on accounting policies and procedures and train the Firm's Juniors as well.
• Proactively identify tax and accounting issues that could trigger an audit of the client, and propose strategies to resolve them.
• In the event of an IRS audit, Seniors will participate with the Partners in representing clients.
• Prepare financial and tax projections; develop tax strategies; provide clients with quarterly tax payments; review tax returns for high-net-worth individuals, trusts, corporations, partnerships and estates; and ensure the accuracy of all filings.
• Managing one or two NPO audits, planning and supervising audit field work, and preparing financial statements and all disclosure requirements.

Requirements

• Strong desire to become a partner in a boutique tax practice.
• CPA or must be on track for CPA license.
• 5+ years in tax work, accounting, financial analysis or similar preparatory work.
• A solid theory foundation and understanding of accounting and auditing, including GAAP, GAAS and SSARS.
• Ability to research tax rules, accounting practices, and audit procedures using direct-call outreach to sources as well as online resources.
• Advanced proficiency withCCH ProSystem fx,QuickBooksandExcel, online research skills using IRS law libraries, BNA/CCH and other industry resource websites, and strong general computer skills across Microsoft Office Suite, time and billing software, etc.
• Attention to detail, error-free work product and disciplined procedures for documentation.

Benefits

• Excellent compensation and benefits package
  • health insurance
  • 401k MATCH, 5%
  • Reasonable busy season hours - 40 billable per week
  • Great professional mentoring
  • CPA exam coaching
• Succession plan is clear: to grow Partners from within to take over the practice
• Annual financial audit engagements are available for licensing hours
• Tax assignments ensure broad exposure to corporate, partnership and personal returns and tax strategies?