Senior Tax Accountant

If you’re a tax professional who enjoys hands‑on work, direct client engagement, and owning the full lifecycle of a return, this opportunity offers a highly rewarding environment. Join a well‑established, close‑knit firm that values autonomy, technical expertise, and long‑term client relationships. If you thrive on variety, complexity, and meaningful client impact, this role is a strong fit.

You’ll manage a diverse portfolio of high‑net‑worth individuals and families, many with complex tax situations including multi‑state filings, investment activity, equity compensation (RSUs/options), rental properties, and multi‑entity structures.

Key responsibilities include:

• Prepare complex federal and state individual tax returns (primary focus)
• Handle multi‑state filings, investment reporting, and equity compensation items
• Manage partnership‑related components, including K-1s as needed
• Own a high volume of returns during peak season
• Review client documents and maintain organized, audit‑ready work papers
• Prepare and track California e‑filing payment schedules
• Manage the full compliance lifecycle, including document gathering, deadline tracking, and issue resolution
• Complete approximately 20% tax administrative work to fully support engagements
• Communicate directly with clients to provide updates and respond to inquiries
• Collaborate with a supportive team during busy periods

• 5+ years of tax experience
• Strong background in individual tax preparation
• Exposure to partnership taxation and K-1 reporting (depth is a plus, not required)
• Experience in public accounting or a blend of public/private environments
• Highly organized, self‑directed, and able to manage deadlines effectively
• CPA or MST preferred, but not required

• Autonomy to manage your workload and client relationships
• Stable environment with long‑standing clients
• Low bureaucracy and quick decision‑making
• Collaborative, team‑oriented culture
• Opportunity for deep technical growth without pressure for traditional advancement paths
• PTO, holidays, and sick time
• 401(k) with company match
• Life and disability insurance

We are committed to creating an inclusive environment and consider all qualified applicants in accordance with applicable laws, including those related to fair chance hiring.

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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance