Sr Tax Accountant

Freddi Eberhart & Associates; Roseville (CA); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

PTO

Discretionary bonuses

License renewal reimbursements

Continuing education reimbursements

Membership reimbursements

Job summary

Freddi Eberhart & Associates in California seeks a Senior Tax professional to prepare complex tax returns and conduct tax research for individuals and business entities. You will review work, meet with clients, and ensure accurate, timely filings.

You will oversee general ledger entries, financial statement analysis, and compilations, while mentoring staff, managing deadlines, and supporting business development efforts with partners.

Qualifications

• 5–7 years of public accounting experience required.
• Ability to meet tight deadlines and manage heavy overtime during busy season.
• Experience reviewing staff work and mentoring team members.
• Strong written and verbal communication and client management skills.
• Familiarity with accounting software including Lacerte, CFS, QuickBooks.

Responsibilities

• Prepare complex tax returns and tax research for individuals and business entities.
• Provide primary and secondary review of complex tax returns.
• Meet with or call clients to gather information.
• Prepare general ledger entries and month-end closings for clients.
• Analyze financial statements and perform reconciliations.
• Lead and mentor staff; participate in recruiting and retention.
• Collaborate with partners on client management and business development.

Skills

Tax expertise

Public accounting

Leadership

Mentoring

Time management

Communication

Education

Bachelor’s Degree in Accounting or related field

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