Tax Senior

Jobot; Pacifica (CA); On-site; USD 84,000 - 110,000; Full time

Benefits offered by this job

Above-market compensation

Employer-paid benefits

Generous PTO

Job summary

Boos & Associates, a Professional Corporation, is growing its Tax Department in Long Beach, CA. We are seeking a Senior Tax professional to provide planning, compliance and advisory services to a diverse client base.

The role offers leadership opportunities, collaboration with leadership, and exposure to complex tax issues, with competitive compensation and a strong work-life balance.

Qualifications

• Bachelor’s degree in accounting or related field required.
• Master’s in accounting or related field preferred.
• Three or more years of tax experience in public accounting or related roles.

Responsibilities

• Prepare and review federal, state, and local tax returns for individuals, corporations, partnerships, and trusts.
• Conduct tax research and provide client guidance on complex issues.
• Assist with tax planning strategies to minimize liabilities.
• Review financial statements for GAAP compliance.
• Collaborate with clients and colleagues to gather information for filings.

Skills

Tax planning

Tax compliance

Tax advisory

GAAP knowledge

Analytical skills

Client communication

Education

Bachelor’s degree in accounting

Master’s in accountancy

Tools

QuickBooks

Microsoft Office

Tax software

Tax research databases

Job description

Growing CPA Firm looking for dynamic Senior to join Tax Department // Direct view into leadership

Salary: $80,000 - $115,000 per year

A bit about us:

About Us We do more than manage numbers - we help businesses move forward with clarity and confidence. Our team of experienced accounting and advisory professionals partners with business owners and leadership teams to deliver the financial insight and operational support they need to grow, adapt, and thrive. We work alongside our clients as true partners, taking the time to understand their goals, their challenges, and where they want to go next. From day-to-day accounting operations to long-term financial strategy, we bring the expertise and care that makes a real difference. Our people are at the heart of everything we do. We invest in their growth, foster a culture of accountability and collaboration, and empower them to deliver exceptional work for the clients who count on us. Whether you're a growing business looking for reliable financial leadership or an experienced professional ready to do meaningful work — we'd love to connect.

Why join us?

• Fast Growing Regional Firm
• High Visibility To Leadership
• Independent Member of BDO
• Strong work-life balance
• Great Benefits

Job Details

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 the Long 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

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.

Our Commitment to Diversity and Inclusion

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.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.