Senior Tax Associate / Tax Associate

Job Description

Job Description

We are interviewing for a full-time SENIOR TAX ASSOCIATE (4+ years experience) or TAX ASSOCIATE/STAFF ACCOUNTANT (Min 2 years experience).

This is an in office, in person position with flexible workdays/schedule. Position provides professional growth.

We offer a full range of benefits. Compensation based on experience and qualifications.  

We are an established boutique CPA firm conveniently located in San Francisco’s Financial District, near Muni/Golden Gate bus routes, ferries, and BART.

We offer our clients a wide range of services from income tax preparation (Forms 1040, 1065, 1120, 1120-S, 1041, 990PF), advisory, non-assurance services, non-attest reporting, accounting, bookkeeping, payroll, and compliance tax reporting.

Job Description:

·         Prepare business, individual, trust, income tax returns

·         Prepare Estate and gift returns

·         Prepare tax forecasts

·         Non-assurance services – periodic compilation financials

·         Non-attest services – periodic preparation financials

·         Accounting and bookkeeping

·         Research, analysis, and conclusion advisory

·         Manage client projects start to finish

·         Senior responsible for firm wide tax awareness update(s).

·         Other duties and assignments as requested

Requirements:

·         Prior Public Accounting experience;

·         BS/BA Degree in Accounting;

·         EA/CPA or CTEC qualified, preferred;

·         Software Skills: CCH Pro FX, QuickBooks, QBO and/or Sage Payroll. Working knowledge of Microsoft Office Tools (Excel, Word) and Adobe Acrobat;

·         Good communication skills -written and verbal;

·         Able to manage time efficiently;

·         Work independently yet understand when to ask questions