Senior Tax Associate - San Francisco, CA (SL981433)

Job Description

The resolution of complex issues is our specialty. We represent clients in a variety of industry sectors, both domestic and international, as well as private clients, entrepreneurs, and families worldwide.

On-Site Responsibilities

• Work directly with clients, business owners, and their controllers and apply professional knowledge to a variety of tax engagements.
• Unravel complex financial situations and find appropriate tax law to apply.
• Manage and review the prep work of Juniors, and independently produce the more complex tax returns.
• Consult with the clients' bookkeeping staffs on accounting policies and procedures and train the Firm's Juniors as well.
• In the event of an IRS audit, Seniors will participate with the Partners in representing clients.
• Prepare financial and tax projections; develop tax strategies; provide clients with quarterly tax payments; review tax returns for high-net-worth individuals, trusts, corporations, partnerships and estates; and ensure the accuracy of all filings.
• Manage one or two NPO audits, planning and supervising audit field work, and preparing financial statements and all disclosure requirements.

Requirements

• A strong desire to become a partner in a boutique tax practice.
• CPA or must be on track for CPA license.
• 5+ years in tax work, accounting, financial analysis or similar preparatory work.
• A solid theory foundation and understanding of accounting and auditing, including GAAP, GAAS and SSARS.
• Advanced proficiency with CCH ProSystem fx, QuickBooks and Excel, online research skills using IRS law libraries, BNA/CCH and other industry resource websites, and strong general computer skills across Microsoft Office Suite, time and billing software, etc.
• An attention to detail, error-free work product and disciplined procedures for documentation.

Benefits

• Excellent compensation and benefits package.
• Health insurance.
• 401k MATCH, 5%.
• Reasonable busy season hours - 40 billable per week.
• A great professional mentoring program.
• CPA exam coaching.
• A succession plan is clear: to grow Partners from within to take over the practice.
• Annual financial audit engagements are available for licensing hours.
• Tax assignments ensure broad exposure to corporate, partnership and personal returns and tax strategies.