Senior Tax/Audit Accountant-Partnership Track

Internationalinsuranceprofessionals; Costa Mesa (CA); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

Hybrid/remote work policy

Path to ownership/partnership

Work-life balance during off-season

Job summary

Internationalinsuranceprofessionals is seeking a Senior Tax Accountant with exposure to audit, to transition into leadership. The role involves mentoring staff, overseeing tax returns for individuals, corporations, trusts and partnerships, and serving as the main client contact.

The successful candidate will drive growth toward partnership and will be mentored to take over client relationships. Ideal candidates have 5+ years in public accounting with a tax focus, CPA preferred or in progress,

Qualifications

• 5+ years of recent public accounting experience with heavy tax focus and light audit.
• CPA license strongly preferred or actively pursuing and close to completion.
• Strong communication skills to mentor staff and advise clients.

Responsibilities

• Tax Preparation & Planning for complex returns (individual, corporate, trust, partnership).
• Team Leadership: train, mentor, and review junior staff work.
• Client Advisory: be the primary contact for clients and lead relationships.

Skills

Staff mentoring

Client advisory

Leadership

Communication

Education

CPA license or in progress

Tools

Lacerte

QuickBooks

Doc.It

Job description

1. Position Overview

We are single-office local CPA firm seeking an experienced Senior Accountant specializing in Tax with exposure to Audit. This role is designed for a motivated professional ready to transition from technical execution into a leadership position. You will receive direct mentorship to take over client relationships, review junior staff work, and fast-track your path to partnership.

2. Core Responsibilities

• Tax Preparation & Planning: Handle complex individual, corporate, trust and partnership returns. Primarily a tax practice.
• Team Leadership: Train, mentor, and review the work of junior staff members.
• Client Advisory: Act as a primary point of contact for our clients.

Hiring Advantages for a Local Firm

• True Work-Life Balance: Very busy for a couple of months to April 15th of every year but the rest of the year has off-season schedule flexibility.
• Path to Ownership: We encourage promotion to becoming a partner from existing employees.
• Broad Skillset: Although some specialization occurs in our practice, we have a variety of client work that leads a staff member to becoming a well-rounded advisor.
• Software: Lacerte, QuickBooks, Doc.It (paperless system) and others.
• Hybrid/remote work policy: Flexible based on productivity measurement but first year would be primarily in-house for training purposes.
• Industries and client base: Real estate, construction, high net worth individuals, tax-exempt organization.

Qualifications

• Experience: 5 years or more of recent public accounting experience (heavy tax, light audit).
• Credentials: CPA license strongly preferred (or actively pursuing and close to completion).
• Skills: Strong communication skills to effectively mentor staff and advise clients.