Senior Tax Pro - Remote, Complex Returns & Mentorship

Tax Alchemy; Irvine (CA); Remote; USD 80,000 - 120,000; Full time

Benefits offered by this job

Remote work

Medical insurance

401(k) with company match

Paid vacation

Continuing education

Teambuilding events

Job summary

Tax Alchemy is seeking a Senior Tax Accountant to handle complex business and individual returns for a remote, fast-paced advisory practice. The role requires delivering high-quality work, mentoring teammates, and staying current on tax law changes.

You will manage engagements from collection to filing, coordinate with the Tax Manager and advisory team, and interact with clients to explain tax implications and planning opportunities. A CPA or EA credential is preferred.

Qualifications

• Three to six years of progressive tax preparation experience with complex returns.
• Advanced knowledge of partnership, S corp, C corp, and individual taxation.
• Ability to prepare returns with minimal supervision and corrections.
• Strong multistate taxation and book-to-tax adjustments knowledge.
• Bachelor's degree in Accounting, Finance, or Taxation.
• Active CPA license or EA credential; credential preferred.
• Experience with tax software like UltraTax, Canopy, Sureprep.
• Excellent written and verbal communication for remote collaboration.

Responsibilities

• Prepare complex federal, state, and local returns for partnerships (Form 1065), S corporations (Form 1120-S), C corporations (Form 1120), and individuals (1040).
• Review financial statements, trial balances, and GL activity; prepare adjusting entries and reconciliations.
• Calculate depreciation schedules, basis, capital accounts, loss limitations, and tax carryforwards.
• Prepare estimated tax calculations, extensions, amended returns, and tax projections.
• Produce organized, review-ready returns and workpapers; address review comments.
• Research complex tax issues and document conclusions; escalate risks.
• Manage engagements from collection to filing; communicate delays.
• Maintain workflow records and meet deadlines and filing deadlines.
• Communicate with clients about documentation and tax implications.
• Identify tax planning opportunities with the Tax Manager and advisory team.
• Prepare responses to notices and assist with audit support.
• Mentor junior staff and contribute to training and knowledge base.
• Stay current on tax law changes and protect client confidentiality.
• Direct client interaction and ability to explain complex tax matters.

Skills

CPA license in progress / EA cred

Multistate tax

Tax research

Client communication

Mentor junior staff

Excel / Google Workspace

Education

Bachelor's degree in Accounting, Finance, Taxation

Master's degree in Taxation

Tools

UltraTax

Canopy

SurePrep

Job description

Tax Alchemy is seeking a Senior Tax Accountant to handle complex business and individual returns for a remote, fast-paced advisory practice. The role requires delivering high-quality work, mentoring teammates, and staying current on tax law changes.

You will manage engagements from collection to filing, coordinate with the Tax Manager and advisory team, and interact with clients to explain tax implications and planning opportunities. A CPA or EA credential is preferred.