Overview As a Tax Senior in Sacramento, you will lead complex federal, state, and local tax return preparation and review while supporting strategic tax planning. You'll act as a bridge between staff and management to ensure accuracy and maximize tax efficiency for clients. You'll conduct in-depth tax research to anticipate regulatory changes and assist with audit defense and documentation. You'll also mentor junior staff in a collaborative, growth-oriented environment. This role offers impact through shaping client outcomes and advancing leadership-ready professionals.
Responsibilities- Lead preparation and initial review of complex tax returns for multiple entities
- Support leadership in implementing tax strategies to optimize client positions
- Perform deep-dive tax research to stay ahead of regulations
- Coordinate documentation and explanations during audits and inquiries
- Analyze financial data to identify tax-saving opportunities and report to stakeholders
- Mentor and develop junior tax staff
Key requirements- Bachelor in Accounting, Finance, or a related field
- 3-5 years of tax accounting and compliance experience, preferably in public accounting
- CPA or Enrolled Agent designation preferred or active progress toward licensure
- Strong proficiency in professional tax software and advanced Excel (MS Office)
- Excellent analytical skills, high attention to detail, clear communication of tax concepts
- analytical mindset
- attention to detail
- clear communication
- mentorship and teamwork
- professional tax software
- advanced Excel
