Senior Accountant - San Jose

SingerLewak is a Top 100 accounting and consulting firm primarily operating in the western region. Serving clients since 1959, the firm has developed a reputation for excellence and expertise in the accounting and management consulting industry. Providing the services of a large firm with a blended environment of practices, services, and industry specializations, SingerLewak demonstrates renowned industry leadership year-over-year. The firm takes pride in client service and professional and personal advancement through its SL Forward program, which promotes a culture of learning and growth via targeted development and leadership programs, along with SL Cares.

Responsibilities

• Prepare 754 step-up depreciation calculations.
• Calculate book, federal, and state differences on M1/M3 adjustments.
• Prepare international reporting forms such as 5471, high tax election, and Section 962 election.
• Prepare and review 990 tax preparations.
• Engage in business development with potential new clients.
• Participate in planning and analysis for tax clients.
• Direct and instruct assistants in work to be performed and reviewed for 1099 filing.
• Conduct individual tax meetings with clients.
• Supervise and assist intern and staff-level accountants.
• Prepare partnership, S-corp, C-corp, and individual tax returns.
• Perform book adjustments.
• Suggest and improve working procedure changes to supervisors, managers, or partners, and discuss teamwork efficiency.
• Prepare routine correspondence to clients for approval and signature by a partner, including comments for management letters.
• Prepare UBIA assets schedule and depreciation schedule.
• Proactively take ownership of projects, seeing them through to completion and delivery to the client.

Requirements

• Bachelor’s degree (or foreign equivalent) in Accounting, Business Administration, or a closely related field plus 2 years of work experience in the job offered or a related role.
• Experience preparing individual tax returns for clients.
• Experience filing corporate tax returns for LLCs, S-Corporations, C-Corporations, and Nonprofits.
• Experience preparing expats’ foreign tax credits and forms, including 2555, 1116, FBAR, and 5471.
• Bookkeeping experience, including preparing asset, liability, and capital account entries.
• Knowledge of analyzing annual and quarterly financial statements.
• Experience in financial planning.
• Experience conducting IRS audit support.
• Experience researching tax laws and regulations.
• Experience advising clients on complex tax matters.

Pay

$83,429 - $98,000 per year