Senior Tax Associate

Sagent Management; San Jose (CA); On-site; USD 75,000 - 95,000; Full time

Job summary

Sagent Management, located in San Jose, California, is seeking a Senior Tax Associate. In this role, you will be responsible for reviewing and preparing complex individual, partnership, and corporate tax returns.

The ideal candidate will have experience in Federal tax compliance, strong organizational and analytical skills, and proficiency in software like GoSystem Tax. This is an opportunity to be part of a dynamic team within a growing firm.

Qualifications

• Minimum 2-3 years of Federal tax compliance experience from a Big 4 or regional public accounting firm.
• High proficiency in Excel and GoSystem Tax software.
• Ability to work independently.

Responsibilities

• Review and prepare Federal, state, and local income tax returns.
• Prepare quarterly estimated tax and extension payments for corporate and individual clients.
• Respond to inquiries from the IRS and other tax authorities.
• Supervise Tax Associates and provide guidance.
• Conduct tax research and planning.

Skills

Analytical skills

Organizational skills

Excel proficiency

Attention to detail

Tools

GoSystem Tax software

Job description

Sagent Management is a growing and dynamic accounting and tax firm headquartered in Silicon Valley that offers accounting, tax, and management consulting services to publicly-traded companies, privately-held businesses, and high-net-worth individuals.

Position Description

The Senior Tax Associate is primarily responsible for reviewing and preparing complex individual, partnership, and corporate tax returns. We are looking for a talented individual who wants to be an important part of our dynamic team.

Responsibilities

• Review and prepare Federal, state, and local income tax returns.
• Prepare quarterly estimated tax and extension payments for corporate and individual clients.
• Respond to inquiries from the IRS and other tax authorities.
• Supervise Tax Associates and provide guidance to their learning and development.
• Conduct tax research and planning.

Qualifications

• Minimum 2-3 years of Federal tax compliance experience from a Big 4 or regional public accounting firm
• Excellent analytical and organizational skills
• High proficiency in Excel and GoSystem Tax software
• Ability to work independently
• Excellent attention to detail