California CPA Tax Associate

Job Summary

A company is looking for a Senior Tax Associate to serve as a trusted tax advisor and skilled tax accountant for clients.

Key Responsibilities

• Manage client portfolios and provide guidance on financial goals and tax optimization
• Prepare, review, and file personal and business tax returns
• Mentor and lead junior tax staff while ensuring effective communication across the organization

Required Qualifications

• CPA or Enrolled Agent with 5+ years of experience working with S corporations
• 2+ years of relevant tax experience
• 5+ years preparing and reviewing Forms 1120, 1120S, and 1040
• Experience serving 10+ self-employed or small business clients
• Proficient in tax software and tools such as UltraTax, QuickBooks Online, and G Suite