Tax Senior

Boos & Associates A Professional Corporation; Long Beach (CA); On-site; USD 84,000 - 110,000; Full time

Job summary

Boos & Associates A Professional Corporation in Long Beach, CA is seeking a Tax Senior to lead tax planning, compliance, and advisory services for our clients. You will apply tax accounting knowledge and regulatory expertise to ensure accurate filings and timely deliverables.

The role requires a BS in accounting, 3+ years of tax experience, and professional certifications such as CPA or EA are preferred. Knowledge of GAAP and proficiency with QuickBooks and tax research databases are important.

Qualifications

• Bachelor's degree in accounting or other relevant field required.
• Three (3) or more years of prior relevant tax experience required.
• Master’s in accountancy or related field preferred.
• CPA certification, Attorney or EA preferred.

Responsibilities

• Preparing and reviewing federal, state, and local tax returns for individuals, corporations, partnerships, and trusts
• Conducting research on complex tax issues and provide guidance to clients
• Assisting with tax planning strategies to minimize tax liabilities
• Reviewing financial statements and ensure compliance with GAAP
• Collaborating with clients and colleagues to gather necessary information for tax filings
• Utilizing accounting software such as QuickBooks to maintain accurate records
• Performing general ledger reconciliation and assist with financial statement preparation
• Staying up-to-date with changes in tax laws and regulations

Skills

Tax accounting

Tax planning

Research skills

Client communication

GAAP knowledge

Education

Bachelor’s degree in accounting

Master’s in accountancy

CPA certification preferred

Tools

Microsoft Office

QuickBooks

Adobe Acrobat

Tax research databases

Job description

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Tax Senior

Full Time Management Long Beach, Long Beach, CA, US

4 days ago Requisition ID: 1101

Salary Range: $84,000.00 To $110,000.00 Annually

Boos & Associates is growing , we were recently named one of the Fastest Growing Accounting Firms and Businesses in the Fresno area by the Fresno Business Journal. That growth has led us to expand to different markets and we are in need of a Tax Senior to be at the center of our business needs in theLong Beach, CA office. If you are looking for an opportunity to help grow our firm, have an entrepreneur spirit, and enjoy leading and developing professional individuals this might be the role for you!

What you will do:

As a Tax Senior, you will be responsible for providing tax planning, compliance, and advisory services to our clients. Your expertise in tax accounting and knowledge of relevant laws and regulations will be essential in ensuring accurate and timely tax filings. The Tax Senior will be involved in:

• Preparing and reviewing federal, state, and local tax returns for individuals, corporations, partnerships, and trusts
• Conducting research on complex tax issues and provide guidance to clients
• Assisting with tax planning strategies to minimize tax liabilities
• Reviewing financial statements and ensure compliance with GAAP
• Collaborating with clients and colleagues to gather necessary information for tax filings
• Utilizing accounting software, such as QuickBooks, to maintain accurate records
• Performing general ledger reconciliation and assist with financial statement preparation
• Staying up-to-date with changes in tax laws and regulations

What you bring to the role:

• Bachelor’s degree in accounting or other relevant field required.
• Master’s in accountancy or other relevant field preferred.
• Three (3) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience required
• Industry expertise in one or more tax specialty preferred

License/Certifications:

• CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations) preferred
• Possession of other professional degrees or certifications applicable to role beneficial

Software:

Proficient in Microsoft Office Suite; specifically, Word, Excel, & PowerPoint.

Experience with Adobe Acrobat preferred.

Experience with tax research databases and tax compliance process software preferred

Other Knowledge, Skills Abilities:

To excel in this role, you should possess the following skills:

• Strong knowledge of tax laws, including Wills trusts estate law and Securities law
• Proficiency in tax accounting principles and practices
• Familiarity with GAAP (Generally Accepted Accounting Principles)
• Experience using accounting software, such as QuickBooks
• Ability to conduct thorough research on complex tax issues
• Excellent analytical and problem-solving skills
• Attention to detail and accuracy in preparing tax returns
• Strong communication skills to effectively interact with clients and colleagues

Compensation Information: Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

About Boos & Associates, a Professional Corporation is a Certified Public Accountant and Consulting firm established in February 2004. Prior to founding the firm our Managing Director was a Tax Director with a Big 4 accounting firm with over 30 years public accounting experience. We currently have a staff of approximately 90 and anticipate significant expansion opportunities in the near and long term. Our greatest strength is our people. We foster and support innovative, strategic ideas that can transform developments in accounting, tax, and consulting into practical solutions for our clients. Our Fresno office is a first-class facility located in the Fig Garden Financial Center. The firm is paperless and uses the latest in technology to assist our associates in performing in a more efficient and effective manner. The firm provides above market performance-based compensation and provides competitive employer paid employee benefits and a generous personal time off policy. We continually invest in our people by providing extensive training and career advisor programs.

We recognize our unique opportunity to embrace the cultural and ethnic opportunity our clients and people have to offer. We are committed to optimizing this opportunity to hire outstanding individuals of diverse backgrounds, and to offer them a dynamic, challenging environment to develop their skills as trusted advisors to our clients. Our commitment to diversity encompasses all people within our firm, professionals, and administrative support alike, including people of different races, religions, cultural backgrounds, national origins, disabilities or medical conditions, sexual orientation, gender, gender identity and ages.

We are an independent member of the BDO Alliance USA.

As an independent member of BDO Alliance USA, our shared Core Purpose is Helping People Thrive Every Day. Our Core Values reflect how we manage our work, our relationships and ourselves. As an employee of the firm, you will live true to our Core Values of people first, being exceptional every day in every way, embracing change, feeling empowered through knowledge, and choosing accountability. Our Core Values are the standards by which we conduct ourselves day in and day out, both internally and externally.