Tax Senior

W3Global; Westlake Village (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Retirement benefits

Paid time off

Job summary

W3Global is seeking an experienced Senior Tax Accountant to join its Westlake Village, CA team. The role focuses on tax compliance, planning, and advisory services for high-net-worth individuals and closely held businesses.

The ideal candidate will have extensive public accounting experience, strong technical tax knowledge, and the ability to manage complex engagements and client relationships with minimal supervision.

Qualifications

• 8+ years of public accounting experience.
• Experience preparing and reviewing individual and business tax returns.
• Knowledge of federal and California tax laws and regulations.
• Proficiency with tax software and Microsoft Excel.
• Strong written and verbal communication skills.

Responsibilities

• Prepare and review federal and state tax returns for individuals, partnerships, and S corporations.
• Manage tax engagements and ensure accurate and timely tax filings.
• Provide bookkeeping and accounting support as needed.
• Identify tax planning opportunities and recommend appropriate tax strategies.
• Research complex tax issues and interpret federal and California tax regulations.
• Communicate with clients regarding tax matters and respond to tax notices.
• Maintain accurate, organized workpapers and supporting documentation.
• Manage multiple assignments efficiently in a fast-paced environment while meeting deadlines.

Skills

Public accounting experience

Tax return preparation & review

California tax laws

Excel proficiency

Education

Bachelor's degree in Accounting

Job description

Tax Senior Accountant (On-Site)

Location: Westlake Village, CA

Job Type: Full-Time, On-Site

Position Overview

We are seeking an experienced Senior Tax Accountant to join a boutique public accounting firm serving high-net-worth individuals and closely held businesses. The firm provides tax compliance, planning, and advisory services with a strong focus on professionalism, responsiveness, and personalized client service.

The ideal candidate will have extensive public accounting experience, strong technical tax knowledge, and the ability to manage complex tax engagements and client relationships with minimal supervision.

Key Responsibilities

• Prepare and review federal and state tax returns for individuals, partnerships, and S corporations.
• Manage tax engagements and ensure accurate and timely tax filings.
• Provide bookkeeping and accounting support as needed.
• Identify tax planning opportunities and recommend appropriate tax strategies.
• Research complex tax issues and interpret federal and California tax regulations.
• Communicate with clients regarding tax matters and respond to tax notices.
• Maintain accurate, organized workpapers and supporting documentation.
• Manage multiple assignments efficiently in a fast-paced environment while meeting deadlines.

Qualifications

• 8+ years of public accounting experience.
• Strong experience preparing and reviewing individual and business tax returns.
• Knowledge of federal and California tax laws and regulations.
• Proficiency in tax preparation software and Microsoft Excel.
• Strong analytical, organizational, and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to work independently and manage client relationships effectively.
• Bachelor's degree in Accounting or a related field.
• CPA license (preferred but not a requirement)

Benefits

• Medical, dental, and vision insurance.
• Life insurance.
• Retirement benefits.
• Paid time off (PTO).