Tax Staff - Public Santa Barbara, CA

Tax Specialist

We are looking for a tax specialist to join a public accounting team in Santa Barbara, California. This position focuses on preparing a variety of tax returns, supporting accounting activities, and helping maintain accurate financial records for a diverse client base. The role offers the opportunity to work with businesses and high-net-worth individuals in a collaborative environment that values precision, client service, and continued career development.

Responsibilities:

• Prepare federal and related tax returns for individuals, corporations, partnerships, and trusts with a strong focus on accuracy and timeliness.
• Examine client financial records and supporting documentation to identify missing information, resolve discrepancies, and support complete filings.
• Assist with accounting activities, including posting and refining journal entries as part of the month-end and year-end process.
• Use accounting and tax software such as Quick Books, Quick Books Online, Sage, and CCH products to manage financial data and return preparation.
• Organize and maintain detailed work papers that support tax positions and facilitate internal review procedures.
• Communicate with clients as needed to gather documents, clarify financial details, and follow up on outstanding items.
• Monitor tax work for compliance with current regulations and firm standards across multiple return types.