Senior Tax Associate

Atherton & Associates, LLP; Sonora (CA); On-site; USD 62,000 - 76,000; Full time

Benefits offered by this job

Competitive salary starting at $68,640

Comprehensive medical coverage

401(k) + employer match

Health + childcare FSA

Seasonal flex days

CPA exam perks

Team events

Vacation, sick + holiday PTO

Dress for Your Day policy

Volunteer opportunities

Career Advancement Paths

Mentorship

Job summary

Atherton & Associates, LLP in Sonora and Modesto, California, is seeking a Senior Tax Associate to deliver sophisticated tax planning and return preparation for a diverse client base and to uphold our high service standards. You will train and supervise junior staff, manage complex engagements, organize work papers, and ensure accuracy and timely deliverables.

Requires a BA/BS in Accounting and at least one year of tax experience.

Qualifications

• BA/BS in Accounting required.
• Excellent project management and communication skills.
• Ability to lead, prioritize and adapt in a fast-paced environment.
• Strong client service orientation.

Responsibilities

• Prepare tax returns and complex tax work papers.
• Train, monitor and develop associates.
• Manage engagements and meet deadlines with accuracy and review readiness.
• Communicate issues and propose solutions to engagement teams.

Education

BA/BS in Accounting

Job description

Description

Located in Sonora and Modesto, California, Atherton & Associates, LLP is a quality firm founded more than 100 years ago with a strong commitment to providing the highest possible level of service to our clients. We provide a wide variety of services for our clients that include tax planning and preparation, estate planning, accounting, auditing, and general business advisory services. The many large and small family-owned businesses that we serve include agriculture, food processing, cooperative, real estate, transportation, manufacturing, warehousing, medical, and professional industries.

Atherton & Associates, LLP’s culture is one of legacy and vision, of elite skills and humble character, of strong individuals and powerhouse teams. Our vision is “Helping the world become more financially savvy, one relationship at a time.” Our core values are: integrity, teamwork, commitment, innovation, and excellence.

We are actively recruiting a Senior Tax Associate to help us continue to grow and provide the excellent client service that we are known for. The growth of our firm has provided unlimited opportunity for advancement for our qualified personnel and the ability to offer broader services to our clients.

Roles & Responsibilities:

• Ability to focus on complex tasks, understand the Firm’s comprehensive compliance process and persevere to bring work to completion for review.
• Trains, monitors, and develops associates.
• Prepares tax returns at more complex level, organizes work papers, maintains open items list and conducts self-review of work before submission to reviewer.
• Takes responsibility for service quality, thoroughness and accuracy.
• Client relationship contact and management as appropriate.
• Develops or offers a proposed solution when communicating an issue.
• Works autonomously under the pressure of tight deadlines and multiple priorities.
• Demonstrates ability to learn from mistakes and change approach/actions.
• Seeks feedback to learn and develop in role.
• Works effectively and builds relationships with client service team.
• Recognizes the importance of professional growth activities of the firm and starts to develop a peer network.
• Ability to organize facts, analyze and interpret information/research according to client circumstances.
• Identifies and develops alternatives for issues and consults with engagement team.
• Masters the Firm’s software, research technology tools and related products to accomplish work efficiently.
• Able to work extended hours as needed during peak busy periods or as needed to meet deadlines.

Benefits:

• Competitive salary starting at $68,640
• Comprehensive medical coverage
• 401(k) + employer match
• Health + childcare FSA
• Seasonal flex days
• CPA exam perks
• Team events
• Vacation, sick + holiday PTO
• “Dress for Your Day” policy
• Volunteer opportunities
• Career Advancement Paths
• Mentorship

Requirements

• B.A./B.S. degree in Accounting
• Minimum one year as tax associate or equivalent work experience
• Ability to lead, prioritize, thrive and adapt in a fast-paced, dynamic environment
• Excellent project management, analytical, interpersonal, oral and written communication skills
• Superior client service with the ability to manage multiple responsibilities simultaneously (multi-task)
• Has a strong conviction and holds to the Firm’s core values of Integrity, Commitment, Excellence, Innovation, and Teamwork