Senior Tax Associate

What You'll Do

• Tax Preparation & Compliance
• Prepare federal, state, and local returns for individuals, corporations, partnerships, and other entities
• Gather and organize client financial information, and notice when something is missing before it becomes a problem at review
• Turn complex tax information into accurate, review-ready returns
• Hit filing deadlines for returns and extensions. Deadlines are not a negotiation
• Research federal, state, and local tax issues — regulations, open questions, and savings opportunities — and be able to show your source
• Track changes in tax law and apply them to the engagements in front of you
• Maintain client files and records to a standard that holds up under audit
• Client Support
• Handle client questions on returns, notices, and general tax matters, and escalate what's above your level rather than guessing
• Collect what's needed from clients to keep filings on schedule
• Communicate professionally, protect confidentiality, and be someone clients are glad to hear from

Requirements

• Core Qualifications
• Bachelor's degree in accounting, finance, or a related field
• 3+ years in tax, accounting, or a related field
• Working understanding of federal, state, and local tax laws and regulations
• Attention to detail, and the organizational discipline to hold several returns at different stages at once
• Clear written and verbal communication with clients and colleagues
• Fearless about asking the right questions and getting to the right answers
• Proficiency in Excel and Word
• Helpful additions
• Actively pursuing CPA or EA
• Internship or entry-level experience in a public accounting firm or an accounting department
• Experience with professional tax software (UltraTax, Axcess Tax, Drake, Lacerte, or similar)
• Strong research skills and the ability to read a regulation and interpret its meaning

Work Environment

• Hybrid: Cupertino, Santa Cruz, or Pleasanton, CA, North Bay
• Extended hours during peak tax season and as needed to meet client deadlines
• Occasional travel for client meetings or practice events

Benefits

• Medical
• Dental
• Vision
• 401k with match
• Basic Life
• LTD