Tax Senior Associate

• Review tax information submitted by client for completeness; meet with or call clients with questions.
• Possesses knowledge of tax regulations in order to answer clients' questions.
• Prepare or Review personal tax returns of various complexities Prepare or Review corporate, partnership, and S-CORP returns.
• Prepare or Review amended returns of any variety and complexity.
• Prepare or Review personal tax projections.
• Respond to tax notices of any sort and preparation of initial drafts of any letters required.
• Perform tax research projects.
• Complete S-election and requests for accounting changes, as required.
• Make adjusting entries and complete trial balances in order to prepare a tax return.
• Prepare tax accruals as may be required in preparing corporate tax returns.
• Works with confidential client matters; requires ability to keep matters confidential.

• Excellent oral & written communication skills.
• Strong interpersonal skills, including proven experience liaising with clients.
• Self-starter with the ability to work independently and use good judgment.

• At least 3 years of experience in preparing individual, corporate and partnership tax returns including complex and specialized tax returns in compliance with individual and business federal and multi-state tax returns and at least one (1) year experience using computerized tax preparation, tax planning and tax research software.
• Requires a Bachelors’ degree in Accounting, Business, or related degree.
• Must also hold either a current and valid certified public accountant's license, or be working toward obtaining the license by taking and passing the California State CPA exam.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.