Senior Tax Associate

Distinct | North America; San Mateo (CA); On-site; USD 112,000 - 138,000; Full time

Benefits offered by this job

401(k) with profit sharing

Health plans

Tuition reimbursement

Job summary

Distinct | North America is seeking a senior tax professional to join a tight-knit East Bay practice. You will prepare complex federal, state and local returns and review work from associates, ensuring accuracy and client focus.

You will research tax issues, identify planning opportunities, and communicate directly with clients to own your part of engagements. A CPA/EA/bar admission or progress toward one is expected.

Qualifications

• 2 years or more preparing returns in public accounting.
• At least a year on partnership and S corp returns.
• CPA, EA or bar admission, or a plan to finish one while you're senior.

Responsibilities

• Preparing the more complex federal, state and local returns on your own.
• First review of work from the associates, with feedback that helps them.
• Researching tax issues and spotting the planning points worth raising.
• Talking to clients directly and owning your part of the engagement.

Skills

Public accounting experience

Tax return preparation

Client communication

Education

CPA/EA/bar admission in progress

Job description

Senior is the awkward grade. You've outgrown prep, nobody's handed you an engagement yet, and at a bigger firm you can sit there for 3 years waiting for a manager to leave.

A small East Bay tax practice has built the grade differently. $112,000 to $138,000, and the job is written as the step between preparing returns and running the engagement.

Small means what it says. People work across engagements, and if you've got capacity and the skill, you'll be asked to step in on someone else's.

Why this firm

• $112,000 to $138,000, set on experience and where you are with the CPA
• A 401(k) with profit sharing, a choice of health plans and tuition reimbursement
• A CPE plan you build each year with your own advisor, around what you want to get good at
• CPA, EA or the bar all count as the credential, and a J.D. background is welcome
• The honest bit: it's in the office, and at a firm this size you get pulled onto whatever needs doing

What you'll be doing

• Preparing the more complex federal, state and local returns on your own
• First review of work from the associates, with feedback that helps them
• Researching tax issues and spotting the planning points worth raising
• Talking to clients directly and owning your part of the engagement

What you'll have

• 2 years or more preparing returns in public accounting
• At least a year on partnership and S corp returns
• A CPA, EA or bar admission, or a plan to finish one while you're a senior