Senior Tax Specialist: Returns, Planning & Team Lead

Sagent Management; San Jose (CA); On-site; USD 75,000 - 95,000; Full time

Job summary

Sagent Management, located in San Jose, California, is seeking a Senior Tax Associate. In this role, you will be responsible for reviewing and preparing complex individual, partnership, and corporate tax returns.

The ideal candidate will have experience in Federal tax compliance, strong organizational and analytical skills, and proficiency in software like GoSystem Tax. This is an opportunity to be part of a dynamic team within a growing firm.

Qualifications

• Minimum 2-3 years of Federal tax compliance experience from a Big 4 or regional public accounting firm.
• High proficiency in Excel and GoSystem Tax software.
• Ability to work independently.

Responsibilities

• Review and prepare Federal, state, and local income tax returns.
• Prepare quarterly estimated tax and extension payments for corporate and individual clients.
• Respond to inquiries from the IRS and other tax authorities.
• Supervise Tax Associates and provide guidance.
• Conduct tax research and planning.

Skills

Analytical skills

Organizational skills

Excel proficiency

Attention to detail

Tools

GoSystem Tax software

Job description

Sagent Management, located in San Jose, California, is seeking a Senior Tax Associate. In this role, you will be responsible for reviewing and preparing complex individual, partnership, and corporate tax returns.

The ideal candidate will have experience in Federal tax compliance, strong organizational and analytical skills, and proficiency in software like GoSystem Tax. This is an opportunity to be part of a dynamic team within a growing firm.