Senior Tax Accountant

If you’re a tax professional who enjoys hands-on work, direct client engagement, and owning the full lifecycle of a return, this opportunity offers a highly rewarding environment. Join a well-established, close-knit firm that values autonomy, technical expertise, and long-term client relationships. If you thrive on variety, complexity, and meaningful client impact, this role is a strong fit.

What You’ll Do

You’ll manage a diverse portfolio of high-net-worth individuals and families, many with complex tax situations including multi-state filings, investment activity, equity compensation (RSUs/options), rental properties, and multi-entity structures.

Key responsibilities include:

• Prepare complex federal and state individual tax returns (primary focus)

• Handle multi-state filings, investment reporting, and equity compensation items

• Manage partnership-related components, including K-1s as needed

• Own a high volume of returns during peak season

• Review client documents and maintain organized, audit-ready workpapers

• Prepare and track California e-filing payment schedules

• Manage the full compliance lifecycle, including document gathering, deadline tracking, and issue resolution

• Complete approximately 20% tax administrative work to fully support engagements

• Communicate directly with clients to provide updates and respond to inquiries

• Collaborate with a supportive team during busy periods

What You Bring

• 5+ years of tax experience

• Strong background in individual tax preparation

• Exposure to partnership taxation and K-1 reporting (depth is a plus, not required)

• Experience in public accounting or a blend of public/private environments

• Highly organized, self-directed, and able to manage deadlines effectively

• CPA or MST preferred, but not required

Why You’ll Love This Role

• Work on complex, high-impact tax engagements

• Autonomy to manage your workload and client relationships

• Stable environment with long-standing clients

• Low bureaucracy and quick decision-making

• Collaborative, team-oriented culture

• Opportunity for deep technical growth without pressure for traditional advancement paths

Benefits

• Medical, Dental, Vision

• HSA options

• PTO, holidays, and sick time

• 401(k) with company match

• Paid parental leave

• Bereavement leave

• Life and disability insurance

• Tuition support

Equal Opportunity Employer

We are committed to creating an inclusive environment and consider all qualified applicants in accordance with applicable laws, including those related to fair chance hiring.

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