Accountant & Tax Specialist; CPA)

TB Accounting Services is a growing outsourced accounting, tax, and fractional CFO firm headquartered in downtown San Jose. We serve businesses throughout California and across the United States, working with clients in construction, manufacturing, real estate, professional services, retail, nonprofits, and other industries.

Our firm provides comprehensive accounting services, including bookkeeping, financial reporting, controllership, tax preparation, financial planning, and CFO advisory services.

As we continue expanding our firm and establishing our new tax division, we are seeking an experienced Accountant & Tax Specialist (CPA) who enjoys working directly with business owners, managing financial information, and assisting clients with their accounting and tax needs.

This is a unique opportunity for an accounting professional who wants to do more than prepare tax returns.

The position is structured around two primary responsibilities:

You will work directly with our business clients and established accounting teams to oversee financial reporting, review accounting records, prepare customized financial statements, and assist with ongoing accounting operations.

You will regularly meet with clients, discuss their financial performance, provide recommendations, and collaborate with our internal accounting staff to ensure accurate and timely financial reporting.

You will support our newly established tax division by preparing, reviewing, and finalizing federal and state business tax returns.

Unlike traditional tax preparation positions, you will be working with established accounting teams that already maintain our clients' books and financial records. Your responsibility will be to review the financial information, identify necessary tax adjustments, finalize returns, and serve as the primary point of contact with clients during the tax completion process.

Our firm uses Drake Tax for tax preparation and filing.

Key Responsibilities

• Work directly with business owners, executives, and management teams on their accounting and financial reporting needs.
• Prepare, review, and analyze monthly, quarterly, and annual financial statements.
• Develop customized financial reports, management dashboards, and financial analysis for clients.
• Review general ledger accounts, journal entries, bank reconciliations, and month-end closing procedures.
• Collaborate with our existing accounting staff to ensure client financial records are accurate and properly maintained.
• Assist with budgeting, forecasting, cash flow management, and financial planning.
• Identify accounting discrepancies and recommend corrective adjustments.
• Participate in client meetings to review financial performance and discuss accounting matters.
• Assist with complex accounting transactions, financial statement adjustments, and year-end closing procedures.
• Support daily accounting operations and provide guidance to junior accounting staff.
• Help clients improve their internal accounting procedures, financial controls, and reporting processes.

• Prepare, review, and finalize federal and state business income tax returns.
• Work with our established accounting and tax teams to obtain accurate financial information for tax preparation.
• Prepare and review partnership, S corporation, and C corporation returns, including Forms 1065, 1120-S, and 1120.
• Use Drake Tax software to prepare, review, and process tax returns.
• Review tax work papers, depreciation schedules, adjusting journal entries, and supporting documentation.
• Identify potential deductions, tax adjustments, and…