Tax Senior / Supervisor

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

Benefits offered by this job

Hybrid work schedule

Bonus potential

Overtime paid at time and a half

Excellent benefits

Job summary

Keystone Distinction Group is seeking a Tax Senior/Supervisor in California to handle diverse tax and accounting assignments under supervision, with leadership over staff. The role offers a hybrid work schedule, strong earning potential through bonuses, and clear path to management.

The candidate should have 3–5 years of public accounting tax experience, a degree in accounting, and CPA licensure (or progress toward it), with at least 40 hours of annual CPE.

Qualifications

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

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 procedures under GAAP 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, reviews work done and directs necessary revisions.

Skills

Public accounting experience

Tax planning

Supervisory/leadership

Education

Bachelor's degree in accounting

Master's degree in accounting

CPA license (in progress or active)

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.