Tax Senior (remote)

Tax Senior (Remote)

Los Angeles, California, United States

About the Job

Job Title: Tax Senior (fully remote)

Location: Los Angeles, CA

Company Overview: We are a well-established CPA firm with over 150 employees and a prominent presence in Los Angeles, spanning four strategic locations. As a leading provider of comprehensive tax, accounting, and advisory services, we are seeking a dynamic and skilled Tax Senior to join our team.

Key Competencies

Tax Compliance and Review:

• Prepare HRIS and Axcess timesheets, Excel To-Do lists, and other relevant documentation.
• Achieve monthly and annual charge hour goals through efficient and accurate tax preparation and review.
• Review Form 1099s, sales tax returns, business property statements, and business licenses to ensure accuracy and compliance.

Tax Return Review:

• Review intermediate-level C-Corporation, Partnership, S-Corporation, Personal, Non-Profit, and Trust tax returns.
• Engage in Corporate and Personal tax planning, providing valuable insights to clients.

Organizational Management:

• Manage and maintain control lists and deadlines, ensuring timely filing and reporting.
• Assist in tax audits and support planning and supervision of compilation, review, and audit engagements.

Leadership and Training:

• Participate in mentoring programs, offering guidance and support to junior staff members.
• Facilitate in-house training sessions and meetings, providing one-on-one feedback to enhance team skills.

Client Interaction:

• Communicate and meet with clients regarding current services, assisting with new client proposals and initial engagement meetings.
• Participate in firm recruiting events and outreach activities aimed at attracting future clients.

Billing Process:

• Assist in the billing process by analyzing Work in Progress (WIP) and providing accurate invoice totals.

Knowledge and Skills Requirements

Tax Expertise:

• Solid understanding of tax form schedules, entity type setup, formation and dissolution, retirement plan options, foreign entity reporting, section 1031 exchanges, basic foreign/multistate returns, POL, PAC, LM2 tax returns, and specialized tax credits.

Continued Education:

• Actively participate in intermediate/advanced continued education and contribute to the development of in-house training courses.

Research and Software Proficiency:

• Ability to conduct intermediate individualized research.
• Familiarity with accounting-related software, including CFS, AME, CSA, QuickBooks, T-value, Adobe Acrobat, Prosystems Engagement, Checkpoint Tools, and Axcess Tax.

Technology and Communication:

• Working knowledge of the Microsoft Office Suite.
• Strong written and verbal communication skills.

If you are a Tax Professional with a proven track record in tax compliance, review, and client interaction, and if you are ready to contribute to a dynamic CPA firm in Los Angeles, we invite you to apply. Join our team and play a vital role in delivering exceptional tax services to our diverse client base.