TAX SENIORS

Mowat Mackie & Anderson LLP; Oakland (CA); On-site; USD 80,000 - 105,000; Full time

Job summary

Mowat Mackie & Anderson LLP is seeking a Senior Accountant in Oakland, CA. This role involves performing complex tax returns at various levels, conducting tax planning, and analyzing financial data. The ideal candidate will have at least 2 years of tax accounting experience and a Bachelor’s degree in a relevant field.

The position offers a competitive salary ranging from $80,000 to $105,000 per annum and requires a commitment of 40 hours per week. Join a firm that values diversity and equal opportunity for all candidates.

Qualifications

• At least 2 years of experience in tax accounting and compliance with a focus on high net-worth individuals.
• Experience analyzing Internal Revenue Code sections and preparing multi-state business entity tax returns.
• Proficient in cash basis and accrual basis accounting.

Responsibilities

• Perform all types of complex tax returns at federal and international levels.
• Conduct tax research and planning for individuals and businesses.
• Consult with clients regarding accounting issues and guide staff accountants.

Skills

Tax accounting and compliance

Financial statement analysis

Proficiency in Microsoft Excel

QuickBooks

Online research skills

Education

Bachelor’s degree in Accounting, Business, or Economics

Job description

SENIOR ACCOUNTANT

Perform all types of complex tax returns at federal, multi-state, and international level including consolidated entity, high net worth expat individuals, trust and estate, gift tax with minimal supervision; Conduct tax research, tax planning and projections for individuals and business entities with minimal supervision; Analyze financial data, evaluate financial statements, consult with clients regarding bookkeeping or accounting issues; Evaluate, review staff accountants’ work, provide feedback, and report to managers and partners; Initiate client contact for planning and scheduling work, participate actively in client meetings, strengthen quality client relationship and loyalty; Develop knowledge of accounting principles and tax laws and a thorough understanding of tax return process commensurate with role; Enhance working knowledge of Axcess Tax, tax planning software, Engagement and QuickBooks; Demonstrate critical self-review skills, develop a sense of scope and exercise good judgment, identify opportunities for improved performance in the next engagement; Deliver a complete high quality work product that is organized, in compliance with workflow standards, and can be efficiently reviewed by supervisors and managers; Keep managers informed on progress and difficulties encountered toward meeting due dates on projects/reports; Update job knowledge by participating in educational opportunities and read professional publications and new regulations; Meet chargeable annual hour goal as determined by partners (currently 1,650 hours for full-time staff).

JOB REQUIREMENT

• Bachelor’s degree in Accounting, Business, or Economics.
• At least 2 years of experience in tax accounting and compliance performing tax returns for corporations, partnerships, trusts, and high net-worth individuals.
• This position also requires experience or education in the following skills:
  • Analyze Internal Revenue Code sections in connection with applicable regulations, and other authoritative IRS promulgations, including Revenue Procedures.
  • Prepare tax returns for corporations, partnerships, and high net-worth individuals, including forms 1120, 1120S, 1065 and supplemental schedules.
  • Prepare and analyze multi-state business entity tax returns, including the ability to apply state revenue sourcing and apportionment factor.
  • Prepare and analyze fiduciary, estate, and gift tax returns including forms 1041, 706, 709, and the death-date basis step-up calculation.
  • Prepare and analyze income tax returns for expats, K-1 foreign disclosures, foreign tax credit, Form 8938 and FBAR requirements.
  • Perform cash basis and accrual basis accounting, financial statement analysis, Accrual to cash conversion, GAAP basis, Tax basis capital account reporting requirements, and reconciling retained earnings.
  • Proficiency in Microsoft Excel, QuickBooks, and online research skills utilizing web-based research tools.

SALARY:

$80,000 – $105,000 per annum

WORK SCHEDULE:

40 hours per week

JOBSITE:

Oakland, CA

Mowat Mackie & Anderson, LLP is an equal opportunity employer. All qualified applicants will be considered without regard to age, race, color, creed, gender, gender identity, religion, marital status, age, national origin or ancestry, physical or mental disability, medical condition, sexual orientation, or any other consideration prohibited by federal, state or local laws.