Tax & Accounting Senior

Insite US; Sacramento (CA); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive benefits package

401(k) plan with company matching

Flexible work arrangements

Job summary

A growing CPA firm in Sacramento is seeking an experienced Tax & Accounting Senior. The ideal candidate will manage tax preparation for individuals and nonprofits, ensuring compliance with regulations while providing proactive client service. This position offers competitive salary, comprehensive benefits, and a collaborative team environment.

Qualifications

• 4-7 years of progressive tax and accounting experience.
• Previous experience with government agencies and nonprofit organizations.
• Strong knowledge of individual taxation (Forms 1040, 1041, 1065, 1120S).

Responsibilities

• Prepare and review complex individual, nonprofit, and government entity tax returns.
• Serve as primary contact for assigned client portfolio.
• Participate in business development activities and client retention efforts.

Skills

Strong analytical and problem-solving abilities

Excellent written and verbal communication skills

Detail-oriented with strong organizational skills

Ability to manage multiple priorities

Leadership qualities

Client service orientation

Education

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

CPA license (California preferred) or CPA candidate

Tools

Professional tax software (Drake, ProSystems fx, or similar)

Advanced Excel skills

Job description

Recruitment Consultant at Insite Recruitment UK & US

Tax & Accounting Senior

Position Overview

Our client is seeking an experienced Tax & Accounting Senior to join their growing CPA firm in Sacramento. The ideal candidate will have a strong background in government agency compliance, nonprofit tax regulations, and individual taxation. This role offers the opportunity to work with diverse clients while developing expertise across multiple tax specializations in a collaborative professional environment.

Key Responsibilities

• Tax Preparation & Compliance
  • Prepare and review complex individual, nonprofit, and government entity tax returns
  • Ensure compliance with federal, state, and local tax regulations
  • Research tax issues and provide technical guidance on complex matters
  • Review junior staff work and provide mentoring and training
• Government & Nonprofit Specialization
  • Prepare Form 990 series returns for nonprofit organizations
  • Handle government entity compliance including audits and special reporting requirements
  • Navigate tax-exempt status requirements and unrelated business income tax (UBIT)
  • Assist with Single Audit compliance and federal grant reporting
• Client Service & Management
  • Serve as primary contact for assigned client portfolio
  • Provide proactive tax planning and advisory services
  • Communicate complex tax concepts clearly to clients
  • Identify opportunities for tax savings and process improvements
• Practice Development
  • Participate in business development activities and client retention efforts
  • Stay current with tax law changes and continuing education requirements
  • Contribute to firm knowledge base and best practices
  • Support marketing initiatives and professional networking

Required Qualifications

• Bachelor's degree in Accounting, Finance, or related field
• 4-7 years of progressive tax and accounting experience
• Previous experience with government agencies and nonprofit organizations
• Strong knowledge of individual taxation (Forms 1040, 1041, 1065, 1120S)
• Proficiency in professional tax software (Drake, ProSystems fx, or similar)
• Advanced Excel skills and general computer proficiency

Preferred Qualifications

• CPA license (California preferred) or CPA candidate
• Experience with Form 990 preparation and nonprofit compliance
• Knowledge of government auditing standards and federal compliance
• Experience with estate and trust taxation
• Familiarity with California state tax requirements
• Previous public accounting firm experience

Skills & Competencies

• Strong analytical and problem-solving abilities
• Excellent written and verbal communication skills
• Detail-oriented with strong organizational skills
• Ability to manage multiple priorities and meet tight deadlines
• Leadership qualities and mentoring capabilities
• Client service orientation with professional demeanor

What We Offer

• Competitive salary commensurate with experience
• Comprehensive benefits package including health, dental, and vision insurance
• 401(k) plan with company matching
• Professional development and continuing education support
• CPA exam and licensing fee reimbursement
• Flexible work arrangements and work-life balance
• Performance-based bonuses and advancement opportunities
• Collaborative team environment in modern Sacramento office

Job Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Accounting/Auditing
• Industries: Accounting