Tax and Accounting Senior

Sorrento Valley area — San Diego, CA 92121

Full-time | In-office

Salary: $83,200–$100,000+ per year, subject to skill and experience

A boutique CPA firm in San Diego is seeking an experienced, detail-oriented Tax and Accounting Senior to join our in-office team, to start with. This position is responsible for preparing a variety of tax returns, assisting with proactive tax planning, responding to client questions, and helping clients remain compliant with federal and state tax requirements.

The ideal candidate has a strong foundation in tax preparation and accounting, communicates clearly, and is comfortable working directly with individual and business clients. We are looking for someone who can identify practical tax-planning opportunities, explain recommendations in understandable terms, and consistently provide accurate, thorough work.

• Prepare federal and state individual, corporate, partnership, and trust tax returns of varying complexity.
• Assist with tax-planning strategies and projections designed to help clients manage and minimize their tax liabilities.
• Identify practical tax-planning opportunities and provide clear recommendations and action items to clients.
• Serve as a primary point of contact for assigned clients and assist with tax and accounting questions.
• Prepare, review, and assist clients with accounting and bookkeeping matters.
• Research tax issues and remain informed about changes to applicable federal and state tax laws.
• Research, resolve, and respond to tax notices received from federal and state government agencies.
• Assist with payroll-related matters, Forms 1099, and Business Property Statements.
• Communicate clearly and professionally with clients, colleagues, and government agencies.
• Manage multiple assignments and deadlines while maintaining accuracy and attention to detail.

The successful candidate will prepare accurate and timely tax returns, recognize useful tax-planning opportunities, communicate effectively with clients, and manage assignments and deadlines with minimal supervision. They will be dependable, resourceful, thorough, and committed to providing responsive client service.

• Competitive salary of $83,200–$100,000+ per year, subject to skill and experience
• Health insurance
• 401(k) plan with company match
• Vacation and paid time off
• Company-paid continuing education
• Some scheduling flexibility

This is a full-time, in-office position located in the Sorrento Valley area of San Diego, CA 92121.

• Three or more years of experience in tax preparation, tax planning, and accounting is preferred.
• Bachelor’s degree in accounting, taxation, finance, or a related field preferred; relevant professional experience may be considered in place of a degree.
• CPA or Enrolled Agent credential is preferred but not required.
• Working knowledge of individual and business tax returns.
• Proficiency with Microsoft Excel.
• Experience with Lacerte tax and planning software is preferred.
• Strong analytical, organizational, and problem-solving abilities.
• Excellent written and verbal communication skills.
• Ability to communicate tax and accounting matters clearly to clients.
• Strong attention to detail and a commitment to producing accurate, thorough work.
• Ability to work independently while collaborating with the firm’s owner and other team members.