Senior Accountant​/Tax & Client Accounting Professional

Location:
San Diego, CA

We are seeking an experienced Senior Accountant / Tax & Client Accounting Professional to join our team. This is a client-facing position with responsibility for managing a portfolio of existing bookkeeping and accounting clients, onboarding new clients, reviewing work performed by bookkeeping staff, preparing business tax returns, and maintaining strong client relationships.

The ideal candidate will have extensive accounting and tax experience, strong knowledge of corporate and partnership taxation
, and the ability to independently manage multiple clients and projects from start to finish.

This is an excellent opportunity for an experienced accounting professional who enjoys working directly with business owners and wants to take ownership of client relationships and accounting engagements.

• Take ownership of an assigned portfolio of existing bookkeeping and accounting clients.
• Serve as a primary point of contact for clients regarding their accounting, financial reporting, and tax needs.
• Establish and maintain strong, professional relationships with business owners and client contacts.
• Communicate directly with clients by phone, email, and meetings to answer questions and resolve accounting and tax issues.
• Identify client needs and opportunities for additional accounting, tax, and advisory services.
• Onboard new clients and establish accounting processes, procedures, and reporting requirements.
• Gather necessary financial information and documentation from clients and follow up on outstanding items.
• Manage client expectations, deadlines, and deliverables.

• Review and oversee bookkeeping performed by accounting staff to ensure accuracy and completeness.
• Review general ledger activity, reconciliations, journal entries, and financial statements.
• Identify and correct accounting errors, discrepancies, and unusual transactions.
• Perform bank, credit card, loan, and balance sheet reconciliations as needed.
• Prepare and review monthly, quarterly, and annual financial statements.
• Analyze financial statements and provide meaningful information to clients and management.
• Assist with month-end and year-end closing procedures.
• Provide guidance and direction to bookkeepers and assist with resolving complex accounting issues.
• Develop and implement accounting procedures and processes that improve accuracy and efficiency.

• Prepare federal and state business tax returns, including Forms 1120, 1120-S, and 1065
  .
• Review financial records and supporting documentation for tax preparation.
• Prepare tax work papers and supporting schedules.
• Research tax issues and assist with tax planning and tax-related projects.
• Communicate with clients regarding tax return information, questions, and required documentation.
• Assist with responding to tax notices and other tax-related client matters as needed.
• Coordinate with management regarding more complex tax issues and client situations.

• Analyze client financial statements and business operations.
• Identify trends, discrepancies, and areas requiring attention.
• Provide clients with financial information and insight to assist with business decisions.

• 10+ years of accounting experience.
• Experience preparing Forms 1120, 1120-S, and 1065.
• Strong corporate and partnership tax knowledge.
• Hands-on experience with Ultra Tax CS.
• Strong experience with Quick Books Online and Quick Books Desktop.
• Experience working with multiple business clients simultaneously
  , preferably within a accounting or tax firm.

• Strong knowledge of general ledger accounting, reconciliations, journal entries, and financial statement preparation.
• Proven ability to manage client relationships and communicate directly with business owners.
• Ability to work independently with minimal supervision and take ownership of client accounts.
• Strong analytical and problem-solving skills.
• Excellent attention to detail and accuracy.
• Strong organizational and time-management skills.
• Ability to manage multiple clients, priorities, and deadlines simultaneously.
• Excellent written and verbal communication skills.
• Professional, personable, and confident when interacting with clients.
• Ability to maintain confidentiality when handling sensitive financial and tax information.

We are looking for someone who can hit the ground running and take ownership of client relationships. The right person will be…