Tax Senior / Supervisor

Job Juncture; San Jose (CA); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Bonus potential

Overtime pay 1.5x

Hybrid work schedule

Job summary

Job Juncture in California seeks a Tax Senior to join our growing tax practice. The role offers a very reasonable work-life balance, excellent benefits including large potential bonuses, and overtime paid at time and a half. A hybrid schedule allows several days weekly to work from home if preferred.

Responsibilities include handling diversified accounting and tax assignments under supervision, mentoring staff, and preparing complex tax returns with opportunities for growth into management.

Qualifications

• 3–5 years’ experience in public accounting with tax knowledge.
• 40 hours of continuing professional education annually.
• CPA license or working toward licensure; if licensed, member in good standing with the AICPA.
• Bachelor’s or Master’s degree in accounting.

Responsibilities

• Performs diversified accounting and tax assignments under supervision.
• Demonstrates competency in technical skills and professional standards.
• Directs and instructs assistants and reviews working papers.
• Prepares and reviews complicated tax returns and dissolution/liquidation returns.
• Suggests tax planning ideas to supervisors and partners.
• Prepares client correspondence for partner approval.

Skills

Public accounting

Tax knowledge

Staff supervision

Financial statements

Education

Bachelor's degree in accounting

Master's degree in accounting

Job description

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 of 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.
• Determines the extent of test-checking required in an audit and selects the transactions to be tested.
• 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.