Tax Senior / Supervisor

Keystone Distinction Group; San Francisco (CA); Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

Hybrid work schedule

Excellent benefits

Large potential bonuses

Overtime paid at time and a half

Job summary

Keystone Distinction Group is seeking a Tax Senior/Supervisor in San Francisco, CA, with a hybrid work model offering both in-office and remote days. The role emphasizes diversified accounting and complex tax work under supervision, with a clear path to management.

A CPA track record or progress is required, along with CPA licensure in good standing where applicable. The successful candidate will lead staff, supervise assignments, and contribute to client tax planning ideas while maintaining

Qualifications

• 3–5 years of public accounting experience with increasing complexity.
• Bachelor’s or Master’s degree in accounting.
• Minimum 40 hours of CPD/CPE annually.
• CPA license current or in progress; if licensed, member in good standing with the AICPA.
• Strong supervisory and teaching abilities.

Responsibilities

• Performs diversified accounting and tax tasks under supervision.
• Demonstrates technical skills and adheres to firm standards.
• Directs and trains assistants, reviews work and approves revisions.
• Prepares and indexes working papers to verify accuracy.
• Prepares complex tax returns including dissolution or liquidation.
• Suggests tax planning ideas to supervisor or partner.
• Drafts routine client correspondence for Partner approval.
• Supervises staff accountants and assigns work with reviews.

Skills

Public accounting experience

CPA licensure progress

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.