Senior Staff Accountant

Role Overview

We are seeking an experienced Senior Staff Accountant / Tax Preparer with 3–5 years of public accounting experience to support a growing client base of small businesses and individuals
. This position offers broader responsibility, direct client interaction, and a structured environment focused on efficiency, sustainability, and long-term professional growth
.

This is an excellent opportunity for accounting professionals who want to deepen their expertise in tax preparation, small business advisory, and compliance
, while maintaining a healthier tax‑season workload.

• Prepare Federal and California income tax returns for:
  • Individuals (1040s)
  • S-Corporations
  • Partnerships
  • Small business entities
• Perform full-cycle accounting and bookkeeping services for small business clients.
• Reconcile bank accounts and general ledger accounts accurately and timely.
• Assist with payroll processing, payroll tax filings, and sales tax compliance.
• Maintain accurate financial statements and supporting documentation.
• Communicate directly with clients regarding tax planning, compliance matters, and accounting questions.
• Support year-end closing processes and ensure compliance with federal and California tax regulations.

• 3–5 years of Public Accounting experience (Required)
• Strong background in Small Business Tax Preparation and Accounting Services
• Solid understanding of GAAP and accounting principles
• Experience preparing Federal and California tax returns
• Proficiency in accounting software and tax preparation software
• Strong analytical and problem-solving skills
• Excellent written and verbal client communication skills
• Ability to manage multiple deadlines during tax season

• CPA License or CPA Candidate (Preferred)
• Experience working with small business owners across various industries
• Knowledge of payroll compliance and sales tax regulations
• Experience handling client advisory conversations and tax planning discussions

• Health Insurance
• Retirement Plan
• Paid Time Off (PTO)
• Paid Holidays
• Professional Development & Continuing Education Support
• Structured work environment designed to promote work-life balance during tax season

This is a full-time, in-person position based in San Jose, CA within a public accounting environment focused on long-term client relationships, efficient tax processes, and sustainable workload management
.

The firm emphasizes planning, teamwork, and operational efficiency to minimize unnecessary overtime and maintain a balanced professional culture.

If this background aligns with your experience, submit your information for review.

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