Senior Tax Associate - Hybrid, Mentored Path to Manager

Bwocpa; Cameron Park (CA); Hybrid; USD 70,000 - 140,000; Full time

Benefits offered by this job

IRA with employer match

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Vision insurance

Job summary

BW&O CPAs in El Dorado Hills, CA is seeking a Senior Tax Associate to join our growing, tech-forward public accounting firm. You will handle returns for individuals, S corporations, partnerships, and trusts, delivering accurate work ahead of deadlines.

You will interpret financial data, identify planning opportunities, conduct research on tax changes, mentor junior staff, and build strong client relationships while working within a pod structure and aiming for the manager track.

Qualifications

• Bachelor's degree in accounting or finance required.
• 3–5 years of tax compliance and consulting experience in public accounting.
• Eligible to sit for CPA exam and actively pursuing CPA/EA licensure.
• Strong understanding of accounting and tax rules.
• Excellent verbal and written communication skills.
• Evenings and weekends during peak tax season may be required.

Responsibilities

• Prepare returns for individuals, S corporations, partnerships, and exempt orgs and trusts with timely delivery and quality workpapers.
• Interpret financial data, monitor client trends, and identify tax planning and optimization opportunities for managers and clients.
• Research tax changes, contribute to projects, and draft responses to tax authorities.
• Mentor associates and help develop their compliance and strategy instincts.
• Build client relationships through clear, professional communication and proactive service.
• Own workload management in Karbon with on-time delivery and accurate time entries.

Skills

Verbal communication

Written communication

Attention to detail

Organizational skills

Team collaboration

Entrepreneurial mindset

Education

Bachelor's degree in accounting or finance

CPA or EA licensure

Tools

Intuit Lacerte

Job description

BW&O CPAs in El Dorado Hills, CA is seeking a Senior Tax Associate to join our growing, tech-forward public accounting firm. You will handle returns for individuals, S corporations, partnerships, and trusts, delivering accurate work ahead of deadlines.

You will interpret financial data, identify planning opportunities, conduct research on tax changes, mentor junior staff, and build strong client relationships while working within a pod structure and aiming for the manager track.