Tax Senior (remote)

Swell Recruit LLC; Los Angeles (CA); Remote; USD 80,000 - 110,000; Full time

Job summary

A prominent CPA firm in Los Angeles is seeking a Tax Senior to join their dynamic team. The ideal candidate will be responsible for tax compliance, review various tax returns, and interact with clients to provide exceptional services. Strong understanding of tax regulations and excellent communication skills are essential. This role requires effective management of deadlines and fostering junior staff through mentoring and training programs. Join a well-established firm and contribute to delivering outstanding tax services to a diverse client base.

Qualifications

• Solid understanding of tax form schedules and entity type setup.
• Ability to conduct intermediate individualized research.
• Strong written and verbal communication skills.

Responsibilities

• Prepare HRIS and Axcess timesheets for accurate tax compliance.
• Review various tax returns to ensure accuracy and compliance.
• Manage control lists and deadlines for timely filing.
• Provide mentoring to junior staff members.

Skills

Tax compliance and review

Tax return review

Organizational management

Leadership and training

Client interaction

Tools

QuickBooks

Adobe Acrobat

Microsoft Office Suite

Axcess Tax

Job description

Company Overview:We area well-established CPA firm with over 150 employees and a prominent presence in Los Angeles, spanning four strategic locations. As a leading provider of comprehensive tax, accounting, and advisory services, we are seeking a dynamic and skilled Tax Senior to join our team.

• Tax Compliance and Review:
  • Prepare HRIS and Axcess timesheets, Excel To-Do lists, and other relevant documentation.
  • Achieve monthly and annual charge hour goals through efficient and accurate tax preparation and review.
  • Review Form 1099s, sales tax returns, business property statements, and business licenses to ensure accuracy and compliance.
• Tax Return Review:
  • Review intermediate-level C-Corporation, Partnership, S-Corporation, Personal, Non-Profit, and Trust tax returns.
  • Engage in Corporate and Personal tax planning, providing valuable insights to clients.
• Organizational Management:
  • Manage and maintain control lists and deadlines, ensuring timely filing and reporting.
  • Assist in tax audits and support planning and supervision of compilation, review, and audit engagements.
• Leadership and Training:
  • Participate in mentoring programs, offering guidance and support to junior staff members.
  • Facilitate in-house training sessions and meetings, providing one-on-one feedback to enhance team skills.
• Client Interaction:
  • Communicate and meet with clients regarding current services, assisting with new client proposals and initial engagement meetings.
  • Participate in firm recruiting events and outreach activities aimed at attracting future clients.
• Assist in the billing process by analyzing Work in Progress (WIP) and providing accurate invoice totals.

Knowledge and Skills Requirements:

• Tax Expertise:
  • Solid understanding of tax form schedules, entity type setup, formation and dissolution, retirement plan options, foreign entity reporting, section 1031 exchanges, basic foreign/multistate returns, POL, PAC, LM2 tax returns, and specialized tax credits.
• Actively participate in intermediate/advanced continued education and contribute to the development of in-house training courses.
• Research and Software Proficiency:
  • Ability to conduct intermediate individualized research.
  • Familiarity with accounting-related software, including CFS, AME, CSA, QuickBooks, T-value, Adobe Acrobat, Prosystems Engagement, Checkpoint Tools, and Axcess Tax.
• Technology and Communication:
  • Working knowledge of the Microsoft Office Suite.
  • Strong written and verbal communication skills.

If you are a Tax Professional with a proven track record in tax compliance, review, and client interaction, and if you are ready to contribute to a dynamic CPA firm in Los Angeles, we invite you to apply. Join our team and play a vital role in delivering exceptional tax services to our diverse client base.