Sr Tax Accountant

Freddi Eberhart & Associates; Roseville (CA); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

PTO – Paid Time Off

Discretionary bonuses

License renewal, professional membersh

Continuing education reimbursements

Job summary

Freddi Eberhart & Associates in Roseville, CA seeks an experienced staff-level CPA or senior staff to manage complex individual and business tax returns. You will perform research, reviews, and client meetings, while guiding junior staff through busy periods and developing business relationships.

The role emphasizes leadership, accuracy, and timely delivery, with opportunities for growth and involvement in practice development.

Qualifications

• Minimum 5–7 years of experience in Public Accounting.
• Ability to meet a constant stream of deadlines with occasional overtime during tax busy season.
• Proven leadership, mentoring, coaching and staff development ability.
• Strong written and verbal communication and problem‑solving skills.

Responsibilities

• Prepare complex tax returns and research for individuals and entities.
• Provide primary and secondary review of complex tax returns.
• Meet with or call clients to gather information as needed.
• Prepare general ledger entries and reconciliations for month‑end, quarterly, and year‑end closing.
• Perform financial statement analysis and prepare compilations for various entities.
• Review tax work of junior staff and collaborate with partners on client management.

Skills

Public accounting

Leadership

Mentoring

Deadline driven

Communication

Education

Bachelor’s Degree in Accounting

Active CPA license preferred

Tools

Lacerte

CFS

QuickBooks

Microsoft Office

Adobe Acrobat

Job description

Job Description

• Job Description
• Prepare complex tax returns and tax research for individual and business entities
• Provide primary and secondary review of complex tax returns
• Review tax information supplied by client; may meet with or call clients with questions
• Prepare general ledger entries and appropriate reconciliations for month-end, quarterly and year-end closing for clients
• Perform financial statement analysis
• Prepare compilations for different types of business entities
• Review tax work of less experienced staff
• Work closely with partners and staff on client management, practice development, and business development activities
• Develop reasonable time budgets and effectively monitor performance of staff
• Train, mentor and provide work direction to staff and assist with recruiting and retention

Company Description

Perform other essential duties as needed

Additional Benefits Offered

• PTO – Paid Time Off
• Discretionary bonuses
• License renewal, professional memberships and continuing education reimbursements available
• 5-7 years of experience in Public Accounting
• Proven ability to work both independently and collaboratively with different levels of staff
• Ability to meet a constant stream of deadlines. Occasional overtime is required throughout the year, and heavy overtime work is required from February 1 through April 15 (busy season) and may be in excess of 55 hours per week.
• Superior leadership, business development, recruiting, training, coaching, and mentoring skills
• Highly detail-oriented and organized
• Excellent writing abilities
• Strong analytical, communication, organizational skills and problem-solving skills
• Desire and ability to produce high quality work
• Desire to advance to management position
• Familiarity with accounting software and programs, such as, Lacerte, CFS, QuickBooks, Microsoft Office, and Adobe Acrobat
• Education: Bachelor’s Degree in Accounting or related field
• Active CPA license preferred
• Salary: DOE

Education

• Bachelor’s Degree in Accounting or related field
• Active CPA license preferred
• Salary: DOE

Company Description

Additional Benefits offered: PTO – Paid Time Off Discretionary bonuses License renewal, professional memberships and continuing education reimbursements available 5-7 years of experience in Public Accounting Proven ability to work both independently and collaboratively with different levels of staff Ability to meet a constant stream of deadlines. Occasional overtime is required throughout the year, and heavy overtime work is required from February 1 through April 15 (busy season) and may be in excess of 55 hours per week. Superior leadership, business development, recruiting, training, coaching, and mentoring skills Highly detail-oriented and organized Excellent writing abilities Strong analytical, communication, organizational skills and problem-solving skills Desire and ability to produce high quality work Desire to advance to management position Familiarity with accounting software and programs, such as, Lacerte, CFS, QuickBooks, Microsoft Office, and Adobe Acrobat Education: Bachelor’s Degree in Accounting or related field Active CPA license preferred Salary: DOE