Tax Associate

Rose, Snyder & Jacobs LLP; Los Angeles (CA); Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Health Savings Account: Firm contrib.

401(k): 25% match

Paid time off: 20 days annually

Employee Referral bonus program

Job summary

Rose, Snyder & Jacobs LLP is seeking an Experienced Tax Associate for our Family Office Group. The role offers exposure to sophisticated clients, complex tax returns, and leadership development. Public accounting background in California taxes is essential.

You will prepare returns for individuals, trusts, partnerships, S-Corps, and C-Corps, conduct tax research, and support client service with strong communication. The position supports a hybrid schedule after on-site onboarding.

Qualifications

• 2+ years in public accounting
• Active pursuit of CPA or EA licensure
• Strong knowledge of Federal and California tax law for individuals and businesses

Responsibilities

• Prepare complex tax returns for individuals, trusts, partnerships, S-Corps, and C-Corps
• Conduct tax research and summarize findings from authoritative sources
• Assist with estimated tax payments and extensions
• Ensure timely, accurate deliverables meeting RSJ standards
• Assist with IRS and state tax notices, including communications with agencies
• Identify workflow inefficiencies and recommend improvements
• Meticulously implement feedback on technical work and firm procedures
• Proactively communicate to support team workflow
• Contribute to internal committees and firm-wide initiatives

Skills

Public accounting experience

California tax law

Federal tax knowledge

Tax research

Communication skills

Education

Bachelor’s degree in Accounting

Master’s in Taxation (preferred)

Tools

CCH ProSystem fx

CCH Axcess

CCH Engagement

Microsoft Excel

Job description

Experienced Tax Associate – Family Office Group

Remote, Hybrid, or On-Site

Only candidates with significant California return experience will be considered.

Please make sure this is listed on your resume.

Rose, Snyder & Jacobs LLP is hiring an Experienced Tax Associate with 2+ years of experience for our Family Office Group. This role offers the opportunity to work with sophisticated clients, deepen your technical expertise, and advance toward leadership.

About Us

Rose, Snyder & Jacobs LLP is an independently owned, full-service transdisciplinary tax and accounting firm. We have three divisions: Tax, Audit, and Financial and Accounting Services. We pride ourselves on doing exceptional work for our sophisticated clients in a supportive, team-centered environment. While we work hard and deliver outstanding service, we are equally committed to work-life balance and long-term employee growth.

About You

You are a mature, personable, detail-oriented professional, with a strong sense of curiosity, and responsiveness. You have at least 2 years in public accounting and a passion for tax. You have experience preparing complex tax returns and are eager to grow your technical expertise, lead engagements, and mentor junior staff. You have outstanding organizational skills, can effectively plan your work, proactively communicate project status, effectively retain and implement feedback, and excel at meeting deadlines. You take pride in providing stellar customer service to your clients and collaborating with your colleagues. You have strong critical thinking skills and excel at translating feedback into action. Most importantly, you are a team-oriented flexible thinker who puts clients and the team first.

What You Will Do

• Prepare complex tax returns for individuals, trusts, partnerships, S-Corps, and C-Corps
• Conduct tax research and summarize findings using authoritative sources
• Assist with Estimated tax payments and extensions
• Ensure timely, accurate, and high-quality deliverables that meet RSJ standards
• Assist with IRS and state tax notices, including direct communication with agencies
• Identify workflow inefficiencies and recommend improvements
• Meticulously implement feedback regarding technical work and firm procedures
• Proactively communicate to support team workflow
• Contribute to internal committees and firm-wide initiatives

Required Qualifications

• Bachelor’s degree in Accounting or related field (Master’s in Taxation preferred)
• 2+ years of public accounting experience (mid-sized firm experience preferred)
• Actively pursuing CPA or EA licensure (required for promotion to Manager)
• Strong knowledge of Federal and California tax law for individuals and businesses
• Experience with flow-through entities, S corporations, and C corporations
• Proficiency in CCH ProSystem fx or CCH Axcess, CCH Engagement, and Microsoft Excel
• Excellent communication, organization, and time management skills

What We Offer

We’re all about investing in your future! Join us for a rewarding career filled with growth opportunities, and ongoing training. You’ll work on exciting and complex projects with amazing clients, all while surrounded by a team of smart, motivated individuals who genuinely enjoy working together.

• Salary range: $65,000 - $85,000 (commensurate with experience)
• Medical, dental, and vision insurance options
• Health Savings Account: Firm contributes $1,300 annually (accrues monthly) if enrolled in medical insurance coverage with the firm
• 401(k): 25% match of employee contributions after one year of service
• Paid time off: 20 days annually (accrued monthly) plus full week off for Thanksgiving
• Employee Referral bonus program

Billable Hour Requirement: 1500 annual billable hour target

Busy Season Expectation: The Family Office Group aims for a smooth year with a limited number of weeks that require 50+ billable hours. A more normal schedule would be to work 40+ billable hour weeks for a longer period rather than excessive hours for a short period.

We request that our candidates to spend their first week working on-site at our Encino office for on-boarding. After that, the role can transition to a hybrid schedule with 1-3 days per week in the Encino office or stay fully on-site. We provide the tools and support needed to stay productive and connected, whether in the office or working remotely.