Tax Senior / Supervisor

Calqulate; San Jose (CA); Hybrid; USD 100,000 - 140,000; Part time

Job summary

Calqulate Metrics Ltd seeks a Tax Senior/Supervisor for a well-established regional CPA firm in the San Jose area. The role offers a balanced work life with excellent benefits, large potential bonuses, overtime paid at time and a half, and a fast track to management.

Hybrid work schedule with several days weekly working from home if preferred. You will perform diversified accounting and tax assignments, supervise staff, and contribute to tax planning ideas under supervision.

Qualifications

• 3–5 years of public accounting experience with progressive tax knowledge.
• Bachelor’s degree in accounting or Master’s degree in accounting.
• Minimum of 40 hours of continuing professional education per year.
• Current CPA license or actively pursuing license by taking and passing the state CPA exam.
• If licensed, member in good standing with the AICPA.

Responsibilities

• Performs diversified accounting and tax assignments under supervision.
• Directs and instructs assistants, where applicable, in work to be performed and reviewing papers.
• Prepares and indexes working papers; verifies accuracy and validity of client’s financial matters.
• Prepares complicated tax returns and dissolution or liquidation returns.
• Suggests client tax planning ideas to supervisor or Partner.
• Prepares routine correspondence to client for approval and signature of a Partner.
• Supervises staff accountants and assistants, reviews work and directs revisions.

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.