Accountant, Tax Accountant, Financial Reporting

We are seeking a highly organized and detail-oriented Accountant to join a respected fiduciary services firm in Sacramento. This is a critical, high-visibility role that supports high volume of client tax return preparation annually and serves as a key liaison between fiduciary clients and a network of CPA firms. This is a great opportunity to join a close-knit, team-oriented firm where culture is a priority.

The team enjoys celebrating birthdays, annual Christmas gift exchange, and working in a collaborative environment. Employees enjoy a consistent 36-40 hour workweek with the option to leave at noon on Fridays. Upon FTE hire employees receive excellent health benefits, 401(k) with company match after one year, 3 weeks of PTO, and 12+ paid holidays each year. It’s a stable, long-term opportunity with a firm that values both professional success and work-life balance.

An accountant who enjoys managing complex workflows, excels at organization, and is comfortable handling large volumes of transactions and documentation.

Experienced in preparing or coordinating tax returns, highly proficient in Quick Books, and confidently communicate with CPA firms while ensuring every detail is tracked and completed accurately.

Sacramento, CA (Onsite)

$40.00-$42.00/hour

Temp-to-Hire

• Tax Season Preparation & Coordination:
  Coordinate and manage documentation for approximately 500 client annual tax returns. Gather tax-related information from clients prior to tax season. Organize, track, and maintain tax documentation using established internal systems. Serve as the primary point of contact for a network of CPA firms preparing client tax returns. Ensure tax documents are collected, reviewed, distributed, and tracked through completion. Respond to CPA inquiries, manage revisions, and follow through on outstanding items.
  
  Process and coordinate tax payment activities, including IRS disbursements.

• Reconcile a high volume of bank accounts and statements monthly. Retitle bank and financial accounts as required. Prepare professional correspondence and client-related letters. Generate and distribute Quick Books reports to CPAs and other stakeholders. Maintain accurate financial records and documentation. Support complex fiduciary accounting transactions and processes.

• Bachelor's degree in Accounting, Finance, or related field.
• Accounting experience with significant exposure to tax return processing.
• Strong Quick Books experience.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple priorities and deadlines in a high-volume environment.
• Strong written and verbal communication skills.
• Experience working in a CPA firm, tax practice, fiduciary services firm, or trust administration environment.
• Experience coordinating high volumes of individual, trust, estate, or fiduciary tax returns.
• Background supporting audits, tax preparation, or client accounting services.
• Experience working directly with CPAs and external financial professionals.

• Excellent health benefits.
• 401(k) with company match after one year.
• 3 weeks of PTO.
• 12+ paid holidays each year.