Staff Tax Accountant – Growth Path at Boutique Firm

Leoforce; Seal Beach (CA); Vor Ort; USD 48.000 - 62.000; Vollzeit

Zusammenfassung

Leoforce is seeking an experienced Staff Tax Accountant for a Seal Beach assignment. The role focuses on preparing complex federal and state tax returns for individuals, partnerships, S corporations, C corporations, trusts, and estates, with strong emphasis on tax planning and research.

The ideal candidate has 5+ years in tax within public accounting, CPA/EA eligibility preferred, and proficiency with UltraTax CS and other tax software.

Qualifikationen

• 5+ years of tax preparation experience, preferably in a CPA or public accounting firm.
• Bachelor's degree in Accounting, Finance, or related field.
• Strong experience preparing individual and business tax returns.
• Experience with S Corps, C Corps, partnerships, and high-net-worth individuals.
• Trust and estate tax experience highly preferred.
• CPA, EA, or CPA candidate preferred, but not required depending on experience.
• Strong knowledge of federal and California tax regulations.
• Experience with tax software such as UltraTax CS, Lacerte, ProSeries, CCH Axcess, ProSystem fx, Canopy, or QuickBooks.

Aufgaben

• Prepare federal and state income tax returns for individuals, partnerships, S corporations, C corporations, trusts, and estates.
• Prepare complex individual and high-net-worth client tax returns.
• Assist with trust and estate tax preparation and related tax matters.
• Prepare quarterly and year-end tax projections and assist clients with proactive tax planning.
• Research federal and California tax regulations and provide recommendations on complex tax issues.
• Respond to IRS and California Franchise Tax Board notices and assist clients with tax discrepancies.
• Maintain strong client relationships and provide responsive, year-round tax support.
• Review client financial information and identify potential tax-saving opportunities.
• Assist senior tax professionals and partners with complex client engagements.
• Maintain accurate workpapers and documentation in accordance with firm standards.
• Manage multiple client engagements and deadlines during tax season.

Kenntnisse

Tax preparation

Federal & California tax regulations

Client communication

Attention to detail

Time management

CPA/EA eligibility

Ausbildung

Bachelor's degree in Accounting, Finance, or related field

Tools

UltraTax CS

Lacerte

ProSeries

CCH Axcess

ProSystem fx

Canopy

QuickBooks

Excel

Jobbeschreibung

Leoforce is seeking an experienced Staff Tax Accountant for a Seal Beach assignment. The role focuses on preparing complex federal and state tax returns for individuals, partnerships, S corporations, C corporations, trusts, and estates, with strong emphasis on tax planning and research.

The ideal candidate has 5+ years in tax within public accounting, CPA/EA eligibility preferred, and proficiency with UltraTax CS and other tax software.