Senior Staff Accountant Job Walnut Creek area,California USA,Accounting

Summary

We’re currently seeking an experienced Senior Tax Accountant for our Walnut Creek office. The Senior Tax Accountant is responsible for tax services provided to clients such as federal, state, and local income tax preparation, tax projections and analysis, and notice resolution. This position will involve client-facing activities, providing comprehensive tax services to new and existing clients, and assisting our advisors and financial planning team with strategic tax planning.

Summary

This

is a full-time, Exempt role based out of Walnut Creek, CA. This position is a hybrid role if you are located near one of our offices. The base salary range for this role is $115,000-$135,000 per year depending on location and experience. In addition, we also provide generous benefits to all our full-time employees. Duties And Responsibilities

Apply technical knowledge to prepare and review individual and business entity income tax
Review situations and transactions to determine federal, state and local filing requirements
Analyze and respond to the IRS, state, and local tax agency notices
Participate in tax strategy discussions with clients and collaborate with their financial advisors
Identify and resolve client tax related questions and issues
Exhibit strong communication skills (verbal; written; presentation) with clients, advisors, tax authorities, firm staff, and management
Review staff work, provide training and constructive feedback
Performs other duties as assigned

Qualifications

BS/BA Degree, accounting preferred
Active CPA/EA license preferred
5+ years individual/business entity tax preparation experience
Proficiency in income tax planning and compliance
Multi-state tax preparation/filing experience preferred
Experience preparing and reviewing complex individual and business tax returns; trust, estate and 709 experience is a plus.
Strong Excel and other software skills
Intuit Lacerte tax software experience preferred
Excellent oral and written communication skills and attention to detail
Strong interpersonal and client service skills
Ability to handle multiple priorities, clients and tight deadlines

Benefits

We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:

Medical:
Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
Dental insurance with Met Life
Vision insurance with VSP
Optional supplemental benefits
Healthcare savings accounts with company contribution
Flexible spending accounts
Flexible working arrangements
Generous 401K contributions
Exempt associates qualify for our flexible paid time off policy
Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment
11 Paid Holidays
Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)
Future growth opportunities within the company

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

Benefits are available to full-time associates who work more than 30 hours a week.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

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