Job Description
Our client is a boutique San Francisco firm that primarily serves High Net Worth individuals and their related tax issues. They are seeking a Senior Tax Accountant with an interest in personal and professional growth and top-flight customer service. The firm is split in two segments: Accounting and Legal, and handles complex estates with a high standard of integrity.
We would like to meet candidates who have:
- 4+ years of taxation experience with High Net Worth Clients
- Experience with complex estates
- A desire to work in a stimulating environment with a culture of mentorship
- Experience at Big Four firms
- CPA license is a plus
- Prepare tax returns for individuals, business entities, trusts and estates
- Compute estimated federal and state income tax payments
- Prepare amended returns and carryback claims
- Prepare personal tax projections
- Prepare quarterly and annual payroll tax returns
- Prepare property tax claims
- Proactively interact with clients to gather information and financial documentation to prepare returns, develop tax strategies, resolve tax-related problems, and respond to audits
- Examine financial situations by analyzing accounting records, financial statements, tax documents, and other relevant reports and procedures, and prepare recommendations for business and accounting processes and improvements
- Undertake tax research projects as directed
- Ensure continued professional development by remaining current on modifications in tax law and reporting, accounting standards, and the features of the latest tax preparation and accounting software programs.
- CPA (preferred)
- Education: Bachelor’s or Masters Degree in Accounting/Accountancy
- Experience: 4+ years’ experience as a Staff Accountant doing Taxation
- Full time, on site, Monday through Friday
- Pay: $90,000.00 - $120,000.00 per year
- 401(k)
- Flexible schedule
- Flexible spending account
- Health insurance
- Paid time off
- Parental leave
- Professional development assistance
- Tuition reimbursement