Job Title: Senior Tax Accountant
Reports To: Team Lead, Tax Manager
FLSA Status: Exempt
Summary: To prepare and review tax returns and client financial packages by performing the following duties.
Duties and Responsibilities include the following:
Prepare and review business and individual income tax returns.*
Prepare and review tax projections and quarterly estimates using BNA.*
Prepare and review client meeting packages.*
Prepare closeouts for loan out corporations and analyze payroll withholding requirements for state and federal.
Review and correct financial statements. Correspond with government agencies relating to client tax notifications re
Identify and research tax issues applicable to client transactions.
Work closely withAdvise bookkeeping staff on transactional results.
Help Team Lead supervise and mentor staff.
Contribute to deadline calendar planning for client team umbrella.
Attend CPE and in-house tax workshops.
Work extended hours as needed.*
Assist other team member with accounting responsibilities as necessary.
Other related duties as assigned.
Qualifications: to perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Oral and Written Communication Skills
Fluent Command of English
Problem Solving Skills
BNA Income Tax Projection
Attention to Detail
Ability to work in team environment
Understanding of Generally Accepted Accounting Principles
Financial Statement Analysis
Entity Income Taxation
Individual Income Taxation
Self-Motivator with positive attitude
Proficiency in Microsoft Office Suite
Proficiency in Windows
Education / Experience:
Minimum of 4 years of tax experience with a public accounting firm
Bachelor’s Degree, Accounting (3.0 GPA or better)
Certified Public Accountant or Enrolled Agent
Physical Demands / Work Environment
Occasional standing, walking, crouching, and light lifting up to 15 pounds.pounds
Frequent use of hands and reaching with hands and arms
Regular talking, hearing, seeing, and sitting
Moderate to loud noise level
All new employees are subject to a background check and must sign a confidentiality agreement.
* Please ask about our current open positions in all of our locations: Westwood, Irvine, South Bay, Encino, Northridge and Pasadena