Tax Senior

Spin Hire; San Rafael (CA); Hybride; USD 145 000 - 175 000; Plein temps

Avantages offerts par ce poste

Hybrid schedule

Professional growth opportunities

Education/CE sponsorship

Networking groups to build your book

Résumé du poste

Spin Hire is hiring an experienced Tax Senior for a well-established accounting firm in San Rafael, CA. You will prepare a varied portfolio of individual, business, trust, and nonprofit returns, conduct tax research, and build lasting client relationships within a flat, team-first structure that prioritizes work-life balance.

You should bring at least 5+ years of public accounting tax experience, strong technical knowledge, and excellent English communication.

Qualifications

• 5+ years in public accounting focusing on tax compliance.
• Experience with multiple return types: 1040, 1120/1120-S, 1065, 1041, 709/706.
• Strong tax knowledge and research skills.
• Excellent English communication.
• Ability to manage multiple complex projects with strong time management.
• Detail-oriented and accurate.
• Proven client relationship skills.
• U.S. work authorization; no visa sponsorship.

Responsabilités

• Prepare federal and state returns across individuals, corporations, partnerships, trusts, nonprofits.
• Research tax issues and document conclusions.
• Manage multiple engagements and meet deadlines during tax season.
• Communicate with clients by email/phone; occasional Zoom/in-office meetings.
• Share knowledge with teammates and mentor junior staff.
• Assist with planning, projections, and estimated tax payments.
• Maintain workpapers and files to firm standards.

Connaissances

Tax compliance expertise

Client relationship management

Time management

Attention to detail

Communication skills (English)

U.S. work authorization

Formation

CPA license (preferred) or EA

Outils

Lacerte

SurePrep

SmartVault

SafeSend

PracticeCS

Description du poste

At Spin, recruitment is about more than filling roles; it’s about creating real human connections. We partner with leading U.S. companies to help them hire exceptional talent through a true direct-hire process, ensuring candidates join our clients’ teams directly while we support them throughout the journey.

Join a well-established, full-service accounting firm with over three decades of experience serving individuals and businesses across a wide range of financial and business needs. Its services span assurance, tax, and consulting, including financial statement audits, reviews, and compilations, tax planning and preparation, IRS audit representation, estate and trust services, and business advisory work. The firm has been recognized multiple times as a top accounting practice in its region, a reflection of its long-standing reputation for professional, personalized client service.

About the role:

We are hiring an experienced Tax Senior to join the team. In this role, you will prepare a varied portfolio of individual, business, trust, and nonprofit returns, research complex tax questions, and build lasting client relationships. You'll work directly with the firm's partners in a flat, team-first structure where colleagues help each other and work-life balance is a real priority. It is a great fit for a technically strong tax professional from a small or mid-size firm who enjoys variety and takes pride in getting the details right.

What You'll Do

• Prepare federal and state tax returns, with individual returns (1040) making up about half of the practice, alongside corporations (1120/1120-S), partnerships (1065), trusts (1041), nonprofits, and gift and estate returns (709/706).
• Research tax issues and document conclusions clearly for reviewers and clients.
• Manage multiple engagements at once, prioritizing deadlines and keeping work moving through tax season and extension periods.
• Communicate with clients, mainly by email and phone with occasional Zoom or in-office meetings, to gather information, clarify open items, and explain tax positions.
• Share your technical knowledge with teammates and, as you grow, serve as an onboarding buddy for newer staff.
• Take on work from all five partners, elevate complex matters, and support planning recommendations, with a manager or buddy providing regular check-ins.
• Assist with tax planning, projections, and estimated payment calculations.
• Maintain accurate workpapers and files in line with firm standards.

What You Bring

• 5+ years of experience in public accounting, focused on tax compliance, ideally at a small or mid-size firm.
• Hands-on experience across a mix of returns: strong individual (1040) work plus some business or trust returns, or strong business work plus some individual returns. Experience limited to only one return type is not a fit.
• Strong technical tax knowledge and solid research skills.
• Excellent verbal and written communication skills in English.
• Ability to handle a high volume of complex projects simultaneously, with strong project and time management skills.
• Extremely detail-oriented, with a commitment to accuracy.
• Proven ability to build and maintain client relationships.
• Flexible and adaptable, with a team-player mindset and a stable work history showing solid tenure at previous firms.
• Authorized to work in the U.S. (visa sponsorship is not available) and able to successfully pass a background check.

Nice to Have

• Active CPA license (preferred) or Enrolled Agent credential.
• Experience with estate (706) and gift (709) returns is a strong bonus; trust, fiduciary, and nonprofit experience is also a plus.
• Exposure to foreign tax filings and international reporting.
• Experience with IRS audit representation.
• Experience with Lacerte (the firm's tax software); familiarity with SurePrep, SmartVault, SafeSend, and Practice CS is a plus. All tools can be learned on the job.

Salary & Benefits

• Location: San Rafael, CA 94903. Candidates must live within roughly 30 to 35 miles or be willing to relocate
• Full-time.
• Hybrid schedule: 3 days in the office and 2 non-consecutive remote days, Monday to Friday, with a flexible start time
• Salary: OTE $145,000–$175,000 USD per year (all-in), based on experience and licensure. Structure (salary plus guaranteed bonus, or hourly plus overtime and bonus) depends on licensure.
• 10% commission on billings from new clients you bring to the firm.
• Growth support tailored to you, including continuing education, help pursuing a master’s degree, and firm-paid networking groups to build your own book of business.