Tax CPA: Complex Returns & Strategic Planning

AgUpdate; Modesto (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

Hawks & Associates CPAs, Inc. in Modesto, CA seeks an experienced Income Tax CPA to prepare complex tax returns for individuals, businesses, and estates, advise on tax strategies, and ensure regulatory compliance.

This full‑time, in‑office role offers some remote work to balance busy season demands and enhance productivity; CPA certification and a strong background in estate planning are essential.

Join a client‑focused firm that values technical excellence and professional growth.

Qualifications

• Proven experience as a Tax CPA with strong background in individual and corporate tax.
• Expertise in estate planning, wills, trusts, and estate reporting and regulatory compliance accounting.
• Proficiency in accounting software such as QuickBooks and familiarity with financial report writing and interpretation.
• Deep understanding of financial concepts including bookkeeping, balance sheet reconciliation, and financial statement preparation.

Responsibilities

• Prepare and review individual, corporate, partnership, and estate tax returns with precision and attention to detail.
• Provide expert guidance on estate planning, wills, trusts, and estate law to optimize client outcomes.
• Ensure compliance with federal, state, and local tax laws through diligent research and application of current regulations.
• Conduct audits and review financial statements for accuracy using accounting software such as Engagement Manager, QuickBooks, and Intacct.
• Communicate complex tax concepts clearly to clients, fostering trust and understanding while providing strategic advice on tax planning and financial sales opportunities.

Skills

Tax CPA experience

Estate planning

Regulatory compliance

Financial analysis

Client communication

Education

Bachelor's degree in Accounting or Finance

CPA certification

Tools

QuickBooks

Engagement Manager

Intacct

Job description

Hawks & Associates CPAs, Inc. in Modesto, CA seeks an experienced Income Tax CPA to prepare complex tax returns for individuals, businesses, and estates, advise on tax strategies, and ensure regulatory compliance.

This full‑time, in‑office role offers some remote work to balance busy season demands and enhance productivity; CPA certification and a strong background in estate planning are essential.

Join a client‑focused firm that values technical excellence and professional growth.