Tax Senior

CyberCoders; Irvine (CA); On-site; USD 85,000 - 105,000; Full time

Job summary

A Recognized Professional Services Firm in Irvine, CA seeks a Tax Senior to lead the execution and delivery of complex tax compliance and advisory engagements. You will prepare sophisticated returns for various entities and mentor junior staff.

Ideal candidates have a Bachelor's in Accounting (Master of Tax preferred), 3–5 years of public accounting tax experience, CPA or progress toward CPA, and strong research and communication skills.

Qualifications

• Bachelor's degree in Accounting (Master of Tax preferred).
• 3–5 years of progressive tax experience in a public accounting firm.
• CPA license or significant progress toward CPA certification.
• Strong proficiency in corporate, individual, and partnership taxation principles and compliance.
• Excellent written and verbal communication and interpersonal skills.
• Highly motivated, organized, with ability to multi-task in a deadline-driven environment.
• Proficient with Microsoft Office Suite (Word, Excel, Outlook) and standard tax software (Lacerte, ProSystem, QuickBooks).

Responsibilities

• Prepare and review complex tax returns for entities including corporations, high-net-worth individuals, and partnerships.
• Conduct advanced federal and state tax research with well-reasoned conclusions.
• Serve as a technical resource for Tax Associates and escalate issues to Manager.
• Supervise and train Tax Associates, review work for accuracy.
• Engage with clients to understand their business and provide holistic tax advisory guidance.

Skills

Communication

Time management

Interpersonal skills

Education

Bachelor's degree in Accounting

Master of Tax (preferred)

Tools

Lacerte

ProSystem

QuickBooks

Microsoft Office

Job description

Tax Senior

A Recognized Professional Services Firm

Location: Irvine, California Salary: $85,000 - $105,000

Firm Overview

We are a recognized and innovative firm known for moving beyond traditional compliance to deliver truly comprehensive financial strategies. Our approach addresses the client's total financial picture, specializing in Tax Planning and Preparation, Management Consulting, Attest Services, and Estate & Wealth Planning. We are seeking a dedicated professional who is eager to contribute high-quality technical work and grow their advisory skills within our collaborative practice.

The Role: Tax Senior

The Tax Senior plays a crucial, hands‑on role in the execution and delivery of complex tax compliance and consulting engagements. This position is responsible for preparing sophisticated tax returns, performing advanced research, mentoring junior staff, and supporting Managers in client advisory services.

Key Responsibilities

• Complex Compliance: Independently prepare and meticulously review complex tax returns for various entity types, including corporations (C/S-Corps), high‑net‑worth individuals, and partnerships.
• Technical Research: Conduct advanced tax research on complex federal and state tax issues, developing well‑reasoned conclusions and documentation to support planning and compliance activities.
• Quality & Risk Management: Serve as a technical resource for Tax Associates, recognizing and escalating potential technical issues or high‑risk engagement factors to the Manager for timely resolution.
• Staff Mentorship: Supervise and provide initial on-the-job training and guidance to Tax Associates, reviewing their work for accuracy and completeness, and offering constructive performance feedback.
• Client Communication: Cultivate a deep understanding of the client's business and economic factors to assist in providing holistic and innovative advice, and communicating directly with clients to gather necessary information.

What You'll Need

Essential Qualifications

• Education: Bachelor's degree in Accounting (Master of Tax or equivalent is highly preferred).
• Experience: Minimum 3-5 years of progressive tax experience in a public accounting firm.
• Licensure: Active CPA license or significant, demonstrated progress toward obtaining CPA certification is required.
• Technical Acumen: Strong proficiency in corporate, individual, and partnership taxation principles and compliance.
• Skills: Excellent written and verbal communication and interpersonal skills, with a track record of building effective professional relationships.
• Work Ethic: Must be highly motivated and adept at organizing, multi‑tasking, and prioritizing work on multiple client engagements simultaneously in a deadline‑driven environment.
• Software: Proficient with Microsoft Office Suite (Word, Excel, Outlook) and standard professional tax and accounting software (e.g., Lacerte, ProSystem, QuickBooks).