Corporate Tax Senior Associate

Position: Corporate Tax Senior Associate
Work Location: San Jose, CA
Duration: Fulltime

Job Description:

Must-Haves

• Minimum 1 2 years of experience at the Senior Associate level
• Experience with corporate/federal compliance (Form 1120) for clients with revenue between $50M and $1B
• End-to-end experience with ASC 740 tax provision (preparation, review, and audit)

Technical Skills & Qualifications

• Bachelor's degree in Accounting
• 2 4 years of progressive tax compliance and/or tax consulting experience
• Strong technical background in ASC 740 tax provisions (strongly preferred)
• CPA preferred (Note: CPA or active JD/Attorney's license is required for promotion to Manager)
• Public accounting experience is a plus
• Proficiency in tax-related software for preparing and processing returns
• Excellent verbal and written communication skills
• Strong teamwork, analytical skills, and high attention to detail
• Ability to travel as needed

Key Responsibilities

Engagement & Client Management

• Run client engagements from start to finish, including planning, executing, directing, completing tax projects, and managing budgets.
• Serve as the primary client contact for the Corporate Tax Solutions Family service line.
• Maintain strong working relationships with client management and staff to gather information and perform tax services.
• Gain a deep understanding of client operations, processes, and business objectives to apply on engagements.
• Respond to official inquiries from the IRS, state, and other tax authorities.

Technical & Compliance Work

• Conduct primary reviews and preparation for ASC 740 income tax provision engagements.
• Review tax returns prepared by staff, providing recommendations for accuracy and tax-savings opportunities.
• Research and consult on complex, multi-faceted tax matters.
• Collaborate with internal team members and specialists, including the Washington National Tax Office (WNTO), to support all areas of client tax functions.

Leadership & Professional Standards

• Perform in-charge roles as needed.
• Supervise, train, and mentor associates and interns; assess staff performance for engagement reviews.
• Attend regular professional development and training sessions.
• Maintain strict client confidentiality and adhere to the highest degree of professional standards.
• Execute other duties as assigned.