Senior Tax Associate - San Francisco, CA (SL981433)

RES Consultant Group; San Francisco (CA); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Health insurance

401k MATCH, 5%

Professional mentoring

CPA exam coaching

Reasonable busy season hours

Job summary

A leading CPA firm based in San Francisco seeks an on-site Senior Tax Accountant. The role involves working with clients on tax engagements, managing junior staff, and dealing with complex tax issues. Candidates should have at least 5 years of relevant experience and a strong desire to advance to a partnership position. The firm offers excellent benefits, including health insurance and a 401k match, along with a clear succession plan for future partners.

Qualifications

• Strong desire to become a partner in a boutique tax practice.
• Ability to research tax rules and accounting practices.
• Experience managing financial statements and disclosure requirements.

Responsibilities

• Work directly with clients and business owners on tax engagements.
• Manage and review preparation work of junior staff.
• Consult with clients' bookkeeping staff on accounting policies.

Skills

CPA license or in progress

5+ years in tax work

Advanced proficiency with CCH ProSystem fx

Advanced proficiency with QuickBooks

Attention to detail

Tools

CCH ProSystem fx

QuickBooks

Excel

Job description

Our client, a CPA firm established in 1989, is based in San Francisco-but active globally-they provide comprehensive tax, financial and consulting services. The resolution of complex issues is their specialty, and they represent clients in a variety of industry sectors, both domestic and international, as well as private clients, entrepreneurs, and families worldwide. They are seeking an on-siteSenior Tax Accountant, capable of rapid advancement and looking for people to grow into partners.

Job Description

Job Type:

*Must have CPA firm experience
Full time, W2
Location: San Francicso, CA - (financial district) On-Site

Responsibilities:

• Work directly with clients, business owners, and their controllers and apply professional knowledge to a variety of tax engagements.
• Unravel complex financial situations and find appropriate tax law to apply.
• Manage and review the prep work of Juniors, and independently produce the more complex tax returns.
• Consult with the clients' bookkeeping staffs on accounting policies and procedures and train the Firm's Juniors as well.
• Proactively identify tax and accounting issues that could trigger an audit of the client, and propose strategies to resolve them.
• In the event of an IRS audit, Seniors will participate with the Partners in representing clients.
• Prepare financial and tax projections; develop tax strategies; provide clients with quarterly tax payments; review tax returns for high-net-worth individuals, trusts, corporations, partnerships and estates; and ensure the accuracy of all filings.
• Managing one or two NPO audits, planning and supervising audit field work, and preparing financial statements and all disclosure requirements.

• Strong desire to become a partner in a boutique tax practice.
• CPA or must be on track for CPA license.
• 5+ years in tax work, accounting, financial analysis or similar preparatory work.
• A solid theory foundation and understanding of accounting and auditing, including GAAP, GAAS and SSARS.
• Ability to research tax rules, accounting practices, and audit procedures using direct-call outreach to sources as well as online resources.
• Advanced proficiency withCCH ProSystem fx,QuickBooksandExcel, online research skills using IRS law libraries, BNA/CCH and other industry resource websites, and strong general computer skills across Microsoft Office Suite, time and billing software, etc.
• Attention to detail, error-free work product and disciplined procedures for documentation.

• Excellent compensation and benefits package
• health insurance
• 401k MATCH, 5%
• Reasonable busy season hours - 40 billable per week
• Great professional mentoring
• CPA exam coaching
• Succession plan is clear: to grow Partners from within to take over the practice
• Annual financial audit engagements are available for licensing hours
• Tax assignments ensure broad exposure to corporate, partnership and personal returns and tax strategies

If you feel you have the necessary qualifications, please forward a current copy of your resume and state your salary requirements.