Senior Accountant Tax

Job Description

Job Description

About Us

Full-service Accounting Firm near Downtown, San Diego has immediate opening for Accounting/Tax Manager with minimum 5-years of industry experience. Duties include tax preparation, financial statement preparation, business & staff management, and general accounting.

Our client base consists of a variety of interesting local businesses and high net worth individuals. This job position offers a competitive salary and fringe benefits.

Our strength is our people; their skill, knowledge and integrity keep us in the forefront of our industry. We are committed to supporting each member of our firm and our clients in an atmosphere the embodies integrity, respect & trust.

Our benefits include Paid Time Off, 401k and ER match, Health Insurance, Life Insurance, Reimbursement for CPEs – We understand the importance of a good work/life balance.

Job Summary

The Senior Tax Accountant is an integral part of our team. This person will work on various tax reporting, compliance and financial planning projects as directed by the CEO along with maintaining monthly accounting duties. The role will be responsible for monitoring general accounting practices, developing and maintaining internal accounting controls, managing accounting staff, and serve as a mentor for the team. This person is expected to grow with the organization as it continues to expand and evolve over time.

Responsibilities and Duties

Tax:

• Preparation of Individual, Partnership, Corporate and Trust tax return and other relevant tax engagements and communicate directly with clients.
• Perform an in-depth taxable income analysis for each client to distinguish between taxable and nontaxable income items between different income tax return filing options.
• Audit representation (correspondence and face to face)
• Assist with the preparation of the quarterly tax estimates and year end extension estimates to ensure timely filings.
• Research tax issues in all applicable areas of tax including memorandum write-up of results and maintaining legislative materials by reviewing, interpreting, and implementing new or revised laws.
• Strong written and verbal communication skills with a client-service focus

Accounting – Month-end Cycle:

• Prepare journal entries to record the financial transaction activities including cash/restricted cash, borrower and investor payables/receivables, and loan servicing.
• Month-end close procedures and always completes deliverables a timely manner.
• Performs monthly balance sheet reconciliations and roll-forward schedules.
• Assist in the preparation of monthly consolidated P&L and balance sheet fluctuation analysis for management reporting and analysis.
• Support budget and forecasting activities for a wide range of clientele.
• Manage day-to-day accounting operations of the accounting department including but not limited to month and year end process, accounts payable, accounts receivable, general ledger, cash flow, revenue and expenditure variance analysis, check runs, and fixed assets.
• Monitor and analyze accounting data and assist in producing financial reports and presentations.
• Act as a liaison between Project Control Analyst, Accounting Staff, and Contracts to resolve any issues regarding project costs and billings.
• Manage accounting department workload, assign projects, and direct accounting staff to ensure compliance and accuracy.

Management:

• Experience with Business & Customer Development.
• Assist with training for new hires.
• Actively pursue new methods of streamlining and enhancing the firm’s processes.
• The ability to lead and actively engage the team
• Excellent organization, communication (written and oral), time management, and presentation skills.

Qualification and Skills Requirements:

• Bachelor's Degree in Accounting and/or Finance is required. CPA or EA preferred. Master's Degree in Taxation a plus.
• CTEC (A Must, if not CPA or EA)
• Proficient with Lacerte Tax
• Proficient with QuickBooks
• Advanced Excel skills
• Excellent relationship building and communication skills
• Ability to work independently and lead others
• Minimum of 5-years of experience as an Accountant or equivalent experience
• Knowledge of GAAP, pertinent IRC sections and regulations, and estates and gift tax issues and preparation.
• Excellent oral and written communication skills.
• Utilizes professional judgment and shows the capacity to think both critically and independently.

Salary Range:

• Offering a salary range of $75,000 to $85,000 based on experience, education and licensing

Benefits:

• 401(k)
• 401(k) Matching 3%
• Health insurance
• Paid Time Off
• Life Insurance