Senior Tax Associate

We are currently seeking a Senior Tax Associate to join our tax department. The candidate should be a CPA or CPA candidate, with 2 to 5 years of experience in public accounting, specifically in taxation.

• Assist managers and partners with tax services including planning, research, and compliance.
• Prepare income tax returns for various entities and individuals. Apply advanced tax and accounting concepts when providing tax planning or tax preparation services.
• Recognize potential problem areas in projects/returns and discuss them with appropriate team members.
• Demonstrate a general understanding of the client's business to identify relevant tax issues. Suggest client tax planning ideas to managers or partners.
• Interact with clients on tax return information, deadlines, and other compliance matters. Look for opportunities to provide additional services to clients.
• Prepare correspondence with IRS and state tax authorities.
• Develop and expand technical capabilities that require special training, experience, or knowledge.

• CPA or CPA candidate with 2–5 years of experience in public accounting.
• Bachelor's degree required.
• Must possess technical tax knowledge related to C Corporations, S Corporations, Partnerships, Individuals, accounting methods, property transactions, and tax research.
• Ability to develop and maintain strong client relationships and provide superior customer service.
• Excellent interpersonal, oral and written communication skills.
• Excellent project management and analytical skills.

The role is based in our Natomas, Sacramento area office. A hybrid work schedule is offered after the training period.

Gilbert CPA provides a comprehensive benefits package including medical, dental, vision, 401(k) with company match, paid life insurance and long-term disability, generous paid time off, and ten days paid holiday. The firm also provides employees with a training budget for professional development and professional licensure.

EEO.