Senior Tax Associate (California)
$90,000–$105,000 year
HybridNewport Beach, California, United States
Newport Beach, California, United StatesHybridFull Time$90,000–$105,000 yearSenior LevelLarge
Full TimeSenior LevelLarge
Job Summary
Prepare income tax returns, create quarterly estimates, and perform tax research for high-net-worth individuals, trusts, and businesses. Deliver clear communication on tax matters to clients and advisors while responding promptly to tax questions and notices. Coordinate with support staff to maintain workflow integrity and stay current on tax law changes to explain their effects. This role offers a flexible hybrid schedule with periodic office collaboration and no audits or business development requirements.
Required Qualifications
- Minimum of 1-3 years of public accounting experience, or equivalent experience
- Bachelor's degree in Accounting or related field
- Moderate tax code knowledge and general accounting skills
- Obtained or in the process of obtaining CPA and/or EA
- Experience with CCH, including Axcess, Workflow and Practice, and SafeSend
- Must be detail-oriented and have excellent time-management skills
- Availability during standard business hours of Monday through Friday from 8AM to 5PM
- Availability of Saturdays as needed during tax season
- Ability to handle a large volume of activities at one time
- Ability to communicate concepts to clients and advisors in concise and understandable fashion
Desired Qualifications
- Master's degree in Tax
- Highly organized and tax-oriented
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.