Tax Senior (remote)

Company Overview: We area 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.

• 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.
• 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.
• 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.