Tax Senior / Supervisor

Keystone Distinction Group; Oxnard (CA); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Keystone Distinction Group in California seeks a Tax Senior to join their growing CPA practice, handling diversified tax assignments under supervision, reviewing complex returns, and contributing to tax planning ideas for clients and management.

The role includes a hybrid schedule with several days weekly working from home if preferred, and offers excellent benefits with potential for large bonuses as the firm continues to expand.

Qualifications

• 3–5 years of experience in public accounting.
• Bachelor’s degree in accounting, or master’s degree in accounting.
• Minimum 40 hours of continuing professional education per year.
• CPA license or active progress toward licensure; AICPA membership preferred.

Responsibilities

• Performs diversified accounting and tax assignments under supervision.
• Demonstrates competency in technical skills and firm standards.
• Directs and instructs assistants where applicable; reviews work.
• Prepares and reviews working papers to verify accuracy of client’s financial matters.
• Prepares complicated tax returns and returns on dissolution or liquidation.
• Suggests client tax planning ideas to supervisor or Partner.
• Prepares routine correspondence for Partner approval; contributes to management letters.
• Supervises staff accountants and assistants, providing direction and revisions as needed.

Skills

Public accounting experience

Tax preparation and planning

Staff supervision

Education

Bachelor's degree in accounting

Master's degree in accounting

Job description

TAX SENIOR / SUPERVISOR

Well established, highly profitable regional CPA firm seeks a Tax Senior to add to their growing staff.

• We offer a very reasonable work life balance, excellent benefits including large potential bonuses, overtime paid at time and one half, and a fast track to management.
• Hybrid work schedule with several days weekly working from home if preferred.

Responsibilities

• Performs diversified accounting and tax assignments under the direction of supervisor, manager or partner.
• Demonstrates competency in technical skills, work quality, and application of professional and Firm standards.
• Directs and instructs assistants, where applicable, in work to be performed and working paper review.
• Prepares and indexes working papers; performs various procedures established under generally accepted accounting principles to verify accuracy and validity of client’s financial matters.
• Prepares complicated tax returns and returns on dissolution or liquidation.
• Suggests client tax planning ideas to supervisor, manager, or Partner.
• Prepares routine correspondence to client for approval and signature of a Partner; writes comments for management letters.
• Supervises staff accountants and assistants with assignments, instructs them in work to be performed, reviews work done and directs necessary revisions.

Qualifications

• At least three to five (3 to 5) years’ experience in public accounting, demonstrating a progression in complexity of accounting tasks and tax knowledge.
• Bachelor’s degree in accounting, or master’s degree in accounting.
• Minimum of forty (40) hours of continuing professional education is required each year.
• Either hold a current and valid CPA’s license or be working toward obtaining the license by taking and passing the applicable state CPA exam.
• If licensed, should be a member in good standing with the AICPA.