Seasonal Experienced Tax Professional

Job Description

Seasonal Experienced Tax Professional

Location: San Jose, CA

We’re looking to add experienced seasonal tax professionals to our team for the upcoming tax season. This is a great opportunity to keep your tax skills sharp and stay current with changing tax laws—without committing to a full‑time schedule. If you’re interested in working 20–40 hours per week during peak season, preparing and reviewing tax returns in a supportive, collaborative environment, this could be a great fit.

Join us for a rewarding season with flexible scheduling and a friendly, knowledgeable team.

(Our peak seasons are February 1st through April 15th and August 1st through October 15th)

About Us

We are a young CPA firm based in San Jose, California. Our team is dedicated to providing exceptional client service while fostering a collaborative and growth-oriented environment. We believe this starts with the firm leaders, who are dedicated to being present in the development of each individual. We value work-life balance and offer opportunities for advancement as we continue to expand.

Position Overview

You will deliver tax compliance and advisory services to a diverse client base, including pass-through entities, C-corporations, individuals, and fiduciaries. In this role, you will work with the tax group in applying tax laws and accounting principles to prepare accurate and timely income tax returns, tax payments, and accounting entries while delivering outstanding client service.

Responsibilities

• Prepare and review federal and state tax returns for entities, individuals, and fiduciaries, with an emphasis on pass-through entities and their owners.
• Perform tax planning, projections, and research; document findings and communicate recommendations.
• Identify and resolve tax-related issues or discrepancies; stay current on tax law changes.

Qualifications

• 3+ years of progressive tax compliance experience, especially with pass-through entities and owners. (review experience is a plus)
• Bachelor’s degree in Accounting required;
  Master’s in Taxation a plus.
• CPA certification or eligibility strongly preferred (EA considered).
• Experience in industries such as real estate, manufacturing, distribution, construction, and professional services is a plus.
• Strong communication skills; ability to balance work on multiple engagements.
• Excellent analytical, problem-solving, and attention-to-detail skills.
• Dedication to client service and ability to thrive in a collaborative environment.
• Proficiency with tax software (CCH Axcess), research tools (RIA Checkpoint), Quick Books, and MS Office.