Senior Tax Associate CSMD Walnut Creek, CA Job Details Full-time $110,000 - $140,000 a year 1 hour ago Benefits Profit sharing Health insurance On-site gym 401(k) Tuition reimbursement Paid time off 401(k) matching Retirement plan Qualifications Lacerte Staff supervision Management CPA Small Business Tax return preparation Public accounting Coaching Corporate tax return preparation Research Partnership tax expertise Tax research Bachelor's degree Managing accounting teams Mentoring Partnership tax return preparation Accounting firm experience Individual tax Accounting Tax experience Full Job Description We are seeking an experienced Tax Senior Associate to join our small, highly collaborative tax practice. The Senior Associate position is an important step between tax preparation and full engagement management and offers increasing responsibility for complex tax work, client relationships, engagement execution, and the development of less-experienced professionals. Tax Senior Associates independently prepare increasingly complex federal, state, and local tax returns, begin reviewing work prepared by Associates, research and analyze tax issues, identify tax-planning opportunities, communicate directly with clients, and take ownership of significant portions of engagements. The position also includes opportunities to supervise and develop Associates, provide meaningful feedback, assist with workflow and engagement management, and contribute technical knowledge or specialized skills to other teams throughout the firm. Because we are a small firm, our professionals work collaboratively across engagements and are expected to step in and help wherever their skills and capacity can benefit clients and colleagues. Tax Senior Associates work with their advisor to develop an annual CPE plan that balances their own professional interests with the technical and professional capabilities needed for continued advancement. Qualifications Candidates should have meaningful professional tax experience and the ability to perform increasingly complex assignments with substantial independence. A bachelor's degree in accounting or a related field, or a J.D. degree, is expected as appropriate to the candidate's professional path. Tax Senior Associates are expected to complete an appropriate professional credential during the Senior Associate level. Recognized credentials include CPA licensure, Enrolled Agent certification, or admission to a state bar. Successful candidates will demonstrate strong technical, analytical, organizational, client-service, communication, and problem-solving skills together with the ability to supervise, coach, and support less-experienced professionals.

Compensation:

Base Salary :

$110,000 - $140,000 annually, depending on experience, qualifications and CPA status.

Benefits:

The firm offers a group health plan with several plan options and maintains a Section 401(k) profit-sharing plan.

Pay:

$110,000.00 - $140,000.00 per year

Benefits:

401(k) 401(k) matching Health insurance On-site gym Paid time off Profit sharing Retirement plan Tuition reimbursement Application Question(s): Which income tax returns have you prepared in a public accounting firm? (for example, Forms 1040, 1065, 1120-S, 1120, 1041 and 990) Please indicate your current professional credential status: active CPA, active EA, CPA exam passed or in progress, CPA-eligible, or none.

Experience:

Preparing partnership and S-corporation income tax returns: 1 year (Required) Public accounting tax preparation: 2 years (Required)

Work Location:

In person