Senior Tax Associate

Posted 2024-10-27

💎 Seniority level: Senior, 2 - 5+ years

📍 Location: US

🔍 Industry: Accounting and Finance

🗣️ Languages: English

⏳ Experience: 2 - 5+ years

🪄 Skills: Project ManagementBusiness DevelopmentBusiness developmentCommunication SkillsAnalytical Skills

2 - 3+ years experience with preparation and/or review of high-net-worth individual, trust, estate and gift returns.
3-5 years of tax prep & review experience.
Excellent project management, analytical, interpersonal, and communication skills.
Self-motivator with the ability to multi-task and complete assignments within time constraints and deadlines.

Apply tax knowledge to preparation and review of individual, trust, estate and gift returns.
Work effectively in analyzing estate and trust documents.
Gather data from client and third party sources.
Perform research as needed to support tax stances and to satisfy client's objectives.
Client management and participation in business development.

Posted 2024-09-23

📍 Irvine, California, United States

🧭 Full-Time

🔍 Public accounting, insurance, construction, real estate, manufacturing, not-for-profit organizations

Bachelor’s degree in accounting or related field.
CPA license or on track to obtain.
Three or more years recent public accounting experience.
Insurance industry experience a plus.
Technically savvy with excellent organization, writing, and communication skills.
Ability to prioritize effectively, multi-task, handle multiple assignments, and thrive with minimum supervision from supervisors, managers, and partners.
Knowledge of this tech stack helpful: ProSystems FX, CCH engagement, Go Systems, One Source, Fast Tax.

Seeking a Senior Tax Accountant to prepare complex multi-state, consolidated corporation, partnership and individual tax returns.
Able to deliver exceptional service to clients and looking to advance your career and take your experience to the next level.
Review of tax returns is a plus.
Deliver tax services in line with your skills and experience.

Data AnalysisData analysisCommunication SkillsAnalytical SkillsCollaborationMicrosoft Excel

Posted 2024-09-23

🔧 Requirements