Job Title: Tax Senior Department: Accounting
FLSA Status: Exempt and Non-Exempt Reports to: Partner/Manager Group
Location: La Jolla/Woodland Hills/Beverly Hills//Hybrid Last Revision Date: 11/09/2021

QUALIFICATIONS

To perform this job successfully, the incumbent must be able to perform each essential key competency function satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.

Must be able to work a flexible schedule which includes 55+ hours a week during tax season.

Seniors must possess Bachelor of Accountancy as well as a CPA or EA license.  This may be substituted with equivalent years of experience and continued education in some cases.

KEY COMPETENCIES:

  • Prepare HRIS and Axcess timesheets and Excel To Do lists.
  • Achieve monthly and annual charge hour goals.
  • Review of Form 1099’s, Sales tax returns, Business Property Statements and Business Licenses.
  • Review of intermediate C-Corporation, Partnership, S-Corporation, Personal, Non-Profit and Trust tax returns.
  • Review of Corporate and Personal tax planning.
  • Manage and maintain control lists and deadlines to ensure timely filing and reporting.
  • Assist in Tax Audits.
  • Assist in planning and supervising compilation, review and audit engagements with the ability to prepare and review workpapers as well as preparation of financial statements.
  • Participate in mentoring program.
  • Facilitate in house training and meetings as well as provide one on one feedback to staff.
  • Participate in firm recruiting events as well as firm outreach events regarding future potential clients.
  • Assist in billing process by analyzing WIP and providing invoice totals.
  • Communicate and meet with clients regarding current services. Assist with new client proposals and first meeting engagements.

 KNOWLEDGE AND SKILLS REQUIREMENTS:

  • Ability to understand schedules of tax forms, entity type setup, formation and dissolution, retirement plan options, foreign entity reporting, section 1031 exchanges, basic foreign/multistate returns, POL, PAC and LM2 tax returns and specialized tax credits.
  • Participate in intermediate/advanced continued education as well as assist in developing in house training courses.
  • Ability to conduct intermediate individualized research.
  • Familiar with Accounting related software, to include CFS, AME, CSA, QuickBooks, T-value, Adobe Acrobat, Prosystems Engagement, Checkpoint Tools and Axcess Tax.
  • Working knowledge of Microsoft Office Suite.
  • Strong written and verbal communication skills

Compensation dependent on experience – $80,000-$90,000/yearly + generous PTO + 401k matching + full benefits (medical/dental/vision/life)