Tax Senior / Supervisor

Tom Trese Networking LLC; San Jose (CA); Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

Hybrid work schedule

Bonuses

Job summary

Tom Trese Networking LLC seeks a Tax Senior/Supervisor for its well-established regional CPA practice in San Jose, CA. We offer strong benefits, generous bonuses, overtime pay, and a hybrid schedule with several days of remote work.

You will perform diversified tax and accounting tasks, supervise staff, prepare complex returns, and contribute tax planning ideas. Requirements: 3–5 years public accounting, CPA or in progress, and 40 hours of CPE per year.

Qualifications

• 3–5 years of public accounting with increasing responsibility.
• 40 hours of continuing professional education required per year.
• CPA license in progress or active CPA preferred.

Responsibilities

• Performs diversified accounting and tax assignments under supervision.
• Directs and instructs assistants, reviewing work.
• Prepares and indexes working papers; verifies GAAP accuracy.
• Prepares complex tax returns and dissolution/liquidation returns.
• Suggests client tax planning ideas to supervisors/partners.
• Prepares routine client communications for Partner approval.

Skills

Public accounting experience

CPA knowledge

Client communication

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.