Tax Senior

BreakPoint Talent; Oakland (CA); Hybrid; USD 95,000 - 135,000; Full time

Benefits offered by this job

Hybrid schedule (min 3 days onsite)

Medical, dental, vision coverage

Life and disability insurance

401(k) with profit sharing

Continuing education and professional

Clear path to Supervisor and Manager

Job summary

BreakPoint Talent is partnering with a well-established public accounting firm in Oakland, CA to hire an experienced Tax Senior. This role offers direct client interaction, exposure to partners, and a stable public accounting environment.

You will prepare and review returns for individuals, partnerships, corporations, trusts, and estates while supporting planning and advisory work. A hybrid schedule with on-site presence is available.

Qualifications

• 3+ years of public accounting tax experience.
• CPA, CPA candidate, or EA preferred.
• Experience preparing and reviewing individual, partnership, corporate, trust, and estate returns.
• Strong tax research and client service skills.
• Experience with CCH Axcess Tax and CCH Engagement preferred.

Responsibilities

• Prepare and review tax returns for individuals, partnerships, corporations, trusts, and estates
• Support tax planning, research, and advisory work
• Communicate tax issues and recommendations clearly to clients, managers, and partners
• Assist with IRS and state tax authority notices and correspondence
• Manage multiple client engagements and deadlines through busy season
• Review work of staff accountants and help develop junior team members

Skills

Public tax experience

Client communication

Tax research

Time management

Education

CPA/CPA candidate/EA

Tools

CCH Axcess Tax

CCH Engagement

Job description

We are partnering with a well-established public accounting firm in Oakland, CA to hire an experienced Tax Senior.

This role is a good fit for someone who enjoys complex tax work, direct client interaction, partner exposure, and a stable public accounting environment.

Responsibilities

• Prepare and review tax returns for individuals, partnerships, corporations, trusts, and estates
• Support tax planning, research, and advisory work
• Communicate tax issues and recommendations clearly to clients, managers, and partners
• Assist with IRS and state tax authority notices and correspondence
• Manage multiple client engagements and deadlines through busy seasonReview work of staff accountants and help develop junior team members

Qualifications

• 3+ years of public accounting tax experience
• CPA, CPA candidate, or EA preferred
• Experience preparing and reviewing individual, partnership, corporate, trust, and estate returns
• Strong tax research and client service skills
• Experience with CCH Axcess Tax and CCH Engagement preferred

Why Join

• Sophisticated tax work with a strong client base
• Hybrid schedule, minimum 3 days onsite per week
• Clear path to Supervisor and Manager
• Medical, dental, vision, life, and disability insurance
• 401(k) with profit sharing
• Continuing education and professional development support