Tax Partner

7SolutionsUSA; Pasadena (CA); On-site; USD 200,000 - 300,000; Full time

Job summary

A tax consultancy firm in Pasadena, CA is looking for a Tax Partner to provide expertise in individual, corporate, and fiduciary tax areas. Responsibilities include reviewing and preparing tax returns and collaborating with clients. A CPA license and strong communication skills are required. This position offers benefits like 100% medical coverage and a competitive salary potential of $200K - $300K.

Benefits

100% premium medical coverage

401K with profit-sharing plan

20 days PTO

Continuing education reimbursement

Qualifications

• Ability to interact effectively with existing and potential clients.
• Personable and resourceful; accurate and fast.
• Willingness to evaluate what needs to be done without limiting time.

Responsibilities

• Provide technical competency in various tax areas.
• Review tax returns and prepare complex ones.
• Collaborate with entrepreneurs and support their goals.

Skills

Multi-tasking

Excellent writing skills

Leadership skills

Interpersonal communication

Education

Current CPA license

Master’s degree in taxation or law degree

Tools

Lacerte tax software

BNATax projection software

Job description

Overview

Tax Partner — Pasadena, CA • Direct Hire • Job ID: CA01-2735616

Responsibilities

• Provide extreme technical competency in taxation with a deep understanding of individual, real estate partnership, corporate, and fiduciary tax areas of practice.
• Stay familiar with California and multi-state tax rules; utilize Lacerte tax software and BNATax projection software.
• Review tax returns prepared by staff and occasionally prepare complex returns.
• Collaborate with entrepreneurs and support other entrepreneurs in their goals; ability to generate and cultivate new business is not required but encouraged.

Job Requirements

• Multi-tasker with excellent writing skills; strong leadership skills in training and mentoring staff.
• Ability to interact effectively with existing and potential clients; personable and resourceful; accurate and fast.
• Strong interpersonal communication skills when dealing with clients and colleagues; willingness to evaluate what needs to be done and not limit time to required hours.
• Current CPA license; preferably a master’s degree in taxation or a law degree.

Benefits and Schedule

• Medical – 100% premium coverage for employees; dependent coverage available at employee cost.
• Plans are Kaiser or a PPO with employer HSA contribution of $2,500.
• Group Life Insurance up to $100,000; Disability insurance at 60% of earnings.
• Nonmatching 401K with a one year waiting period; employer contribution to firm profit-sharing plan.
• Nontax season hours: May 1 through December 31, Monday through Thursday, 9 hours/day with Fridays off; 20 days PTO
• Firm closures: 6 national holidays and the day following the April tax deadline; first day of Rosh Hashanah and Yom Kippur if they fall on a weekday.
• Continuing education as required; license renewal fees and professional dues paid by the firm.
• Base salary potential of $200K - $300K, possibly higher.
• Outside of tax season, Fridays are closed and the team generally maintains a 36-hour work week (nine hours per day, Monday through Thursday) with a three-day weekend.