Job Description
We are seeking an experienced accounting and tax professional to provide comprehensive tax, accounting, and advisory services to a diverse portfolio of business and individual clients. This position will have a strong emphasis on the preparation and review of business andindividual income tax returns, ongoing tax planning, and client advisory services.
Key Responsibilities
- Prepare and review federal, state, and local business tax returns, with a focus on ensuring accurate and timely filings.
- Prepare and review individual income tax returns for business owners and other individual clients.
- Provide year-round tax planning and advisory services to business and individual clients, identifying potential tax considerations and planning opportunities.
- Work directly with clients to gather and analyze information necessary for the preparation of business and personal tax returns.
- Review the work of staff accountants responsible for preparing monthly financial compilations and supporting schedules.
- Analyze financial statements and accounting records to identify trends, issues, and potential tax implications.
- Serve as a trusted advisor to clients on tax, accounting, financial, and general business matters.
- Manage a portfolio of long-term client relationships, serving as the primary point of contact and providing a high level of responsive client service.
- Assist with the onboarding and implementation of new clients, including completing prior-period accounting and tax-related work as necessary.
- Provide guidance to clients regarding accounting systems, financial processes, and accounting software.
- Maintain a working understanding of payroll and sales tax requirements and assist clients with related questions and compliance matters.
Qualifications
- Bachelor's degree in Accounting required.
- 3+ years of professional accounting and tax experience, preferably within a public accounting or client-service environment.
- Demonstrated experience preparing and/or reviewing business tax returns and individual income tax returns.
- Experience providing ongoing tax planning and advisory support to businesses and individuals.
- Prior experience preparing or reviewing monthly financial compilations for business clients.
- Working knowledge of payroll taxes and sales taxes.
- Strong analytical, organizational, and client-service skills.
- Ability to communicate accounting and tax matters clearly and professionally to clients.
Benefits
- Medical, dental, and vision insurance.
- 401k retirement account.
- Paid time off and holidays.
Pay Details: $75,000.00 to $100,000.00 per year
Search managed by: Matthew Nolan
Equal Opportunity Employer/Veterans/Disabled
Military connected talent encouraged to apply
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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
- The California Fair Chance Act
- Los Angeles City Fair Chance Ordinance
- Los Angeles County Fair Chance Ordinance for Employers
- San Francisco Fair Chance Ordinance
Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
