An Accountant organizes and maintains financial records and prepares financial statements for companies and organizations. Works as a public accountant (prepares financial documents where public disclosure is required by law, such as business balance sheets and tax returns), management accountant (prepares financial information for internal use by a company) or government accountant (maintains records for government agencies).
Senior Tax Accountant Santa Cruz Pacific Accounting & Tax, PC Santa Cruz, CA |
Hybrid Salary:
Starting at $95,000 Build Your Career with a Firm That Invests in Your Growth At Santa Cruz Pacific Accounting & Tax, we believe exceptional tax professionals deserve opportunities to do meaningful work, develop their expertise, and build lasting relationships with clients and colleagues. We're seeking a Senior Tax Accountant who is passionate about delivering high-quality tax and advisory services, solving complex tax issues, and helping clients achieve their financial goals. This is an opportunity to join a collaborative team where your technical knowledge, professional judgment, and client service skills will be valued and recognized. Santa Cruz Pacific Accounting and Tax is built around our core values: A Growth Mindset, Integrity, Collegiality, and compassion. We believe in delivering exceptional service while creating an environment where talented professionals can build meaningful, rewarding careers. At Santa Cruz Pacific, you'll enjoy: A strong commitment to work-life balance, including a maximum 55-hour workweek during tax season Direct interaction with clients and firm leadership. Exposure to a wide variety of tax and advisory engagements and industries. Opportunities to develop advanced tax planning and research skills. A collaborative team environment focused on learning and professional growth. Meaningful work that helps clients make informed financial decisions. Mentors who are invested in your success. A firm that values professional excellence and long-term career development. A culture built on integrity, respect, and genuine relationships. Position Summary The Senior Tax Accountant prepares and reviews complex tax returns, identifies and supports client advisory initiatives, performs tax research, and manages assigned tax engagements with limited supervision. This role works directly with clients, managers, and firm leadership to ensure accurate, timely, and high-quality tax compliance and advisory services while contributing to the continued success of the firm and its clients. Key Responsibilities Tax Preparation & Compliance Prepare and review federal and state income tax returns for individuals, partnerships, S corporations, C corporations, trusts, estates, and multi-state entities. Analyze client financial information and supporting documentation to ensure accurate tax reporting. Review financial statements, bookkeeping records, and supporting schedules related to tax engagements. Ensure timely completion of tax returns and related deliverables while maintaining exceptional quality standards. Assist with responses to client tax notices, inquiries, and compliance-related matters. Tax Research & Planning Research federal and state tax issues and document technical conclusions. Assist managers and firm leadership with tax planning projects and client advisory services. Identify potential tax-saving opportunities and communicate practical recommendations. Stay current on tax law changes and emerging compliance requirements. Support tax planning initiatives for individuals and closely held businesses. Client Service & Engagement Management Manage assigned tax engagements, including gathering client information, monitoring project status, and meeting filing deadlines. Communicate directly with clients to answer questions, request information, and provide project updates. Develop strong client relationships through responsiveness, professionalism, and proactive service. Collaborate with managers, partners, and team members to resolve complex tax matters. Contribute to process improvements and initiatives that enhance client service and operational efficiency. Required Qualifications Minimum of 3+ years of recent public accounting tax experience. Active CPA or Enrolled Agent (EA) credential preferred but not required Strong knowledge of federal and California tax laws and compliance requirements. Experience preparing and reviewing individual and business income tax returns. Ability to independently manage tax engagements with limited supervision. Strong analytical, organizational, and problem-solving skills. Excellent written and verbal communication skills with a strong client service orientation. Experience with tax preparation software Compensation & Benefits 100% employer-paid medical insurance
SIMPLE IRA
with employer contribution Paid time off and firm holidays Continuing education and professional development support CPA licensing and professional membership assistance Career advancement opportunities Flexible work arrangements A collaborative and supportive team culture
