About the role
Job Title: Tax Senior (fully remote)
Location: Los Angeles, CA
Company Overview: We are a well-established CPA firm with over 150 employees and a prominent presence in Los Angeles, spanning four strategic locations. As a leading provider of comprehensive tax, accounting, and advisory services, we are seeking a dynamic and skilled Tax Senior to join our team.
Key Competencies:
1. Tax Compliance and Review: * Prepare HRIS and Axcess timesheets, Excel To-Do lists, and other relevant documentation. * Achieve monthly and annual charge hour goals through efficient and accurate tax preparation and review. * Review Form 1099s, sales tax returns, business property statements, and business licenses to ensure accuracy and compliance. 2. Tax Return Review: * Review intermediate-level C-Corporation, Partnership, S-Corporation, Personal, Non-Profit, and Trust tax returns. * Engage in Corporate and Personal tax planning, providing valuable insights to clients. 3. Organizational Management: * Manage and maintain control lists and deadlines, ensuring timely filing and reporting. * Assist in tax audits and support planning and supervision of compilation, review, and audit engagements. 4. Leadership and Training: * Participate in mentoring programs, offering guidance and support to junior staff members. * Facilitate in-house training sessions and meetings, providing one-on-one feedback to enhance team skills. 5. Client Interaction: * Communicate and meet with clients regarding current services, assisting with new client proposals and initial engagement meetings. * Participate in firm recruiting events and outreach activities aimed at attracting future clients. 6. Billing Process: * Assist in the billing process by analyzing Work in Progress (WIP) and providing accurate invoice totals.
Knowledge and Skills Requirements:
1. Tax Expertise: * Solid understanding of tax form schedules, entity type setup, formation and dissolution, retirement plan options, foreign entity reporting, section 1031 exchanges, basic foreign/multistate returns, POL, PAC, LM2 tax returns, and specialized tax credits. 2. Continued Education: * Actively participate in intermediate/advanced continued education and contribute to the development of in-house training courses. 3. Research and Software Proficiency: * Ability to conduct intermediate individualized research. * Familiarity with accounting-related software, including CFS, AME, CSA, QuickBooks, T-value, Adobe Acrobat, Prosystems Engagement, Checkpoint Tools, and Axcess Tax. 4. Technology and Communication: * Working knowledge of the Microsoft Office Suite. * Strong written and verbal communication skills.
If you are a Tax Professional with a proven track record in tax compliance, review, and client interaction, and if you are ready to contribute to a dynamic CPA firm in Los Angeles, we invite you to apply. Join our team and play a vital role in delivering exceptional tax services to our diverse client base.
Originally posted on Himalayas