Senior Tax Specialist — Client-Focused, Onsite Upland

Ledgent-Finance-; Upland (CA); On-site; USD 80,000 - 90,000; Full time

Job summary

Ledgent-Finance- in Upland, California, is seeking a Tax Senior to lead tax preparation and planning for diverse clients. This 100% onsite role requires extensive public tax experience and a strong client-facing approach.

The position offers direct hire terms with a salary in the $80k–$90k range, plus potential commissions or performance-based incentives. CPA or EA status is a plus but not mandatory.

Qualifications

• 7-10+ years' experience in Public Tax - REQUIRED
• Experience working with clients from various industries
• Heavy client facing

Responsibilities

• Tax Preparation: Prepare and review individual, corporate, partnership, and other types of tax returns, ensuring accuracy and compliance with applicable tax laws.
• Client Management: Act as the primary point of contact for assigned clients, maintaining strong relationships, and addressing tax-related concerns and inquiries.
• Tax Planning: Provide proactive tax planning strategies to help clients minimize their tax liabilities while remaining compliant with regulations.

Skills

Public Tax experience

Client facing

Education

CPA or EA (nice to have)

Job description

Ledgent-Finance- in Upland, California, is seeking a Tax Senior to lead tax preparation and planning for diverse clients. This 100% onsite role requires extensive public tax experience and a strong client-facing approach.

The position offers direct hire terms with a salary in the $80k–$90k range, plus potential commissions or performance-based incentives. CPA or EA status is a plus but not mandatory.