Tax and Accounting Senior

The Trusted Advisor Toolkit; California (MO); On-site; USD 83,000 - 100,000; Full time

Benefits offered by this job

Health insurance

401(k) plan with company match

Vacation and paid time off

Company-paid continuing education

Job summary

The Trusted Advisor Toolkit in San Diego, CA is seeking a Tax and Accounting Senior to join our in-office team. You will prepare federal and state returns, assist with tax planning, and respond to client questions with accuracy.

The ideal candidate has 3+ years in tax and accounting, strong communication, and attention to detail. A CPA/EA is preferred but not required, with in-office collaboration and ongoing professional development provided.

Qualifications

• Three+ years of experience in tax preparation, tax planning and accounting.
• Bachelor's in accounting, taxation, finance, or related field preferred; professional experience may substitute.

Responsibilities

• Prepare federal and state tax returns for individuals, corporations, partnerships, and trusts.
• Assist with tax planning strategies and projections to minimize liabilities.
• Identify opportunities and provide clear recommendations to clients.
• Serve as primary contact for assigned clients and respond to questions.
• Prepare and review accounting and bookkeeping matters.
• Research tax issues and stay current on federal/state laws.
• Handle payroll matters, Forms 1099, and Business Property Statements.
• Communicate clearly with clients and government agencies.
• Manage multiple deadlines with accuracy.

Skills

Tax preparation

Tax planning

Accounting

Communication skills

Attention to detail

Independent work

Education

Bachelor's degree in accounting or related field

CPA or Enrolled Agent (preferred)

Tools

Lacerte

Microsoft Excel

Job description

Sorrento Valley area - San Diego, CA 92121

Full-time | In-office

Salary: $83,200-$100,000+ per year, subject to skill and experience

Position Overview

A boutique CPA firm in San Diego is seeking an experienced, detail-oriented Tax and Accounting Senior to join our in-office team, to start with. This position is responsible for preparing a variety of tax returns, assisting with proactive tax planning, responding to client questions, and helping clients remain compliant with federal and state tax requirements.

The ideal candidate has a strong foundation in tax preparation and accounting, communicates clearly, and is comfortable working directly with individual and business clients. We are looking for someone who can identify practical tax-planning opportunities, explain recommendations in understandable terms, and consistently provide accurate, thorough work.

Key Responsibilities

• Prepare federal and state individual, corporate, partnership, and trust tax returns of varying complexity.
• Assist with tax-planning strategies and projections designed to help clients manage and minimize their tax liabilities.
• Identify practical tax-planning opportunities and provide clear recommendations and action items to clients.
• Serve as a primary point of contact for assigned clients and assist with tax and accounting questions.
• Prepare, review, and assist clients with accounting and bookkeeping matters.
• Research tax issues and remain informed about changes to applicable federal and state tax laws.
• Research, resolve, and respond to tax notices received from federal and state government agencies.
• Assist with payroll-related matters, Forms 1099, and Business Property Statements.
• Communicate clearly and professionally with clients, colleagues, and government agencies.
• Manage multiple assignments and deadlines while maintaining accuracy and attention to detail.

Qualifications

• Three or more years of experience in tax preparation, tax planning, and accounting is preferred.
• Bachelor's degree in accounting, taxation, finance, or a related field preferred; relevant professional experience may be considered in place of a degree.
• CPA or Enrolled Agent credential is preferred but not required.
• Working knowledge of individual and business tax returns.
• Proficiency with Microsoft Excel.
• Experience with Lacerte tax and planning software is preferred.
• Strong analytical, organizational, and problem-solving abilities.
• Excellent written and verbal communication skills.
• Ability to communicate tax and accounting matters clearly to clients.
• Strong attention to detail and a commitment to producing accurate, thorough work.
• Ability to work independently while collaborating with the firm’s owner and other team members.

What Success Looks Like

The successful candidate will prepare accurate and timely tax returns, recognize useful tax-planning opportunities, communicate effectively with clients, and manage assignments and deadlines with minimal supervision. They will be dependable, resourceful, thorough, and committed to providing responsive client service.

Compensation and Benefits

• Competitive salary of $83,200-$100,000+ per year, subject to skill and experience
• Health insurance
• 401(k) plan with company match
• Vacation and paid time off
• Company-paid continuing education

This is a full-time, in-office position located in the Sorrento Valley area of San Diego, CA 92121.