Senior Tax Associate

Alliance Resource Group; Vista (CA); On-site; USD 95,000 - 110,000; Full time

Benefits offered by this job

CPA exam fees reimbursed

Four paid study days

Hybrid schedule

Job summary

Alliance Resource Group in California is seeking a Senior Tax Associate to support its growing real estate and partnership tax practice. You will work directly with partners, own meaningful client work, and build toward a Tax Manager role.

This position offers a hybrid schedule, with in-office days weekly, and a base salary in the $95,000–$110,000 range plus discretionary bonus. You’ll engage with real estate, construction, and high-net-worth clients, and mentor junior staff while meeting

Qualifications

• 3-5 years of public-accounting tax experience.
• Strong hands-on experience with partnership returns and Schedule K-1s.
• Exposure to real estate, construction, closely held businesses, or high-net-worth clients.
• Ability to manage multiple deadlines while maintaining strong attention to detail.
• Comfortable working in a growing firm where you can help improve processes.

Responsibilities

• Prepare and perform first-level review of partnership, S-corporation, and individual tax returns.
• Generate Schedule K-1s and assist with partner basis and capital account tracking.
• Support depreciation schedules, fixed-asset roll-forwards, and cost-segregation work.
• Research tax issues and draft clear technical memos.
• Communicate directly with clients to request information, resolve questions, and explain variances.
• Review work prepared by junior staff and help develop less-experienced team members.

Skills

Partnership tax

Schedule K-1s

Client communication

Attention to detail

Mentoring juniors

Education

CPA or CPA candidate

Job description

Senior Tax Associate - Fast Growth Real Balance Hybrid Build deeper expertise in complex real estate and partnership tax work without giving up every weekend.

A growing San Diego boutique CPA firm is adding a Senior Tax Associate to support its expanding tax practice. You will work directly with experienced tax leaders, take ownership of meaningful client work, and build toward a future Manager role.

What You'll Do

• Prepare and perform first-level review of partnership, S-corporation, and individual tax returns
• Generate Schedule K-1s and assist with partner basis and capital account tracking
• Support depreciation schedules, fixed-asset roll-forwards, and cost-segregation work
• Research tax issues and draft clear technical memos
• Communicate directly with clients to request information, resolve questions, and explain variances
• Review work prepared by junior staff and help develop less-experienced team members

What They're Looking For

• 3-5 years of public-accounting tax experience
• Strong hands-on experience with partnership returns and Schedule K-1s
• CPA or actively working toward the CPA
• Exposure to real estate, construction, closely held businesses, or high-net-worth clients
• Ability to manage multiple deadlines while maintaining strong attention to detail
• Comfortable working in a growing firm where you can help improve processes

Why Join

• $95,000-110,000 base salary plus discretionary bonus
• Direct access to partners and senior tax leadership
• Clear path toward Tax Manager as the firm grows
• CPA exam fees reimbursed
• Four paid study days for each CPA exam section
• Hybrid schedule, with approximately 1-2 in-office days per week from May through December
• Approximately 40-45 hours per week outside of busy season
• Busy season is still busy, but designed to be more sustainable than many larger firms
• Broad client exposure without the bureaucracy or narrow specialization of a national firm