Sr.Tax Associate

Job Description

Sr. Tax Associate

We have immediate openings for full‑time and part‑time tax professionals. Positions are flexible. Compensation will be based on experience.

Title: Sr. Tax Associate

Tax preparation and planning for individuals and businesses including corporations, S‑corporations, partnerships, trusts and estates. Also provide general accounting work for specific needs.

• Prepare Federal and State income tax returns for individuals, LLCs, and S‑Corporations.
• Review and analyze prior year filings for accuracy.
• Correspond with clients regarding tax information and documentation.
• Contact clients to obtain additional information on taxable income, deductible expenses and allowances.
• Discuss with clients income tax results and procedures for filing.
• Advise clients on the full spectrum of tax services, including planning, research, and compliance.
• File federal, state, and local tax documents, extensions, and quarterly payments through Lacerte.
• Collaborate with other Associates to validate proper tax laws, procedures, forms, and methodology used in return preparation.

• Bachelor’s degree in accounting, business or finance.
• Current CPA or EA license preferred.
• Minimum 10+ years of tax experience.
• Proficiency with Microsoft Office, Quick Books, and Lacerte.
• Knowledge of K‑1s and 1040s is a must.
• Experience preparing returns for individuals, LLCs, and S‑Corporations.
• Robust interpersonal, communication, and project management skills.
• Comprehensive computer skills.
• Able to handle multiple tasks simultaneously.
• Ability to research and investigate additional tax resources as needed for complex client returns.
• Personable and good sense of humor.
• Excellent communication and client management skills.
• Motivated, self‑starter.

Competitive salary, bonus, excellent office location (Burlingame), free parking, health insurance, paid vacation, training programs, current technology, and significant interaction with clients and an established client base.