Sr. Tax Accountant

Job Description

Job Description

Our CPA client in Walnut Creek is seeking an interim Sr. Tax Analyst for the 2025 tax season. This role will involve preparing and reviewing tax returns for a diverse client base, including high-net-worth individuals, corporations, and fiduciaries. The position will run from mid-February through mid-April and requires a strong understanding of pre-2018 tax regulations, with familiarity in tax changes post-2018 considered a plus. Ideally you will work onsite in Walnut Creek, but the client is open to a hybrid work schedule, with the caveat that the work is paper-based. Pay is expected to be $65-$75 / hr. DOE

Responsibilities :

• Prepare and review tax returns for high-net-worth individuals, corporations, partnerships, and fiduciaries
• Collaborate closely with two CPAs to ensure accurate and timely completion of tax filings
• Analyze and handle tax-free exchanges, real estate transactions, and depreciation recaps
• Apply in-depth knowledge of pre-2018 tax regulations to support compliance and planning efforts
• Utilize familiarity with 2018 tax changes and Section 199A provisions to optimize tax strategies
• Conduct thorough evaluations of trust and estate tax filings, ensuring meticulous attention to detail
• Provide expert tax preparation services across various client profiles, maintaining high standards of accuracy
• Stay updated on evolving tax laws and regulations to deliver informed guidance
• Support clients with complex tax issues, offering tailored solutions to meet their needs
• Minimum of 7 years of experience in tax preparation and accounting
• Proficiency in fiduciary, trust, and estate tax processes
• Strong expertise in individual and partnership tax preparation
• Advanced knowledge of corporate tax regulations and compliance
• Familiarity with tax-free exchanges and real estate transactions
• Solid understanding of depreciation recaps and related calculations
• Exposure to 2018 tax law changes, with knowledge of Section 199A considered a significant advantage
• Active or inactive CPA designation preferred