Sr. Tax Accountant - Staffing Solutions
Dana Point, CA 92629
About the Job
As a Sr. Tax Accountant, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. The ideal candidate is someone with a minimum of 5-7 years of experience in tax preparation as either a Sr. Tax Accountant or strong tax senior. Someone who can prepare returns, review returns and be engaged in highly complex projects.
This is a direct hire position, and the salary range is 100 to 150K DOE.
The firm consists of approximately 5 professionals (with average employee tenure of 12 years) and serve very high net wealth clients and have bee in business since 2005 and the secret to their success stems from:
- Treating our people well
- Establishing reasonable billable goals
- Regularly organized weekly team meetings to collaborate on project priorities, commitments and proactive communications with clients
- Providing a 100% work remote environment
- Provide competitive benefits and compensation
- Supporting personal growth initiatives both monetarily and an investment of time in one another
- Adhering to detailed value systems while also understanding that there is the “ideal” and the “real” world in which we operate
- Serving and vetting our clients
- Being responsive problem solvers and timely communicators
- Not overcommitting
- Holding them accountable for their roles and responsibilities
- Routinely enhancing the complexity of our client base while systematically transferring clients that are not a proper fit for our firm
About the Position:
We are seeking critical thinkers and problem solvers. The primary role, in this position, will be tax centric with the desire to leverage this person into other consultative roles as required from time to time (see Our Matters below). The tasks will include the preparation, review and tax planning for various taxpayers (individuals, corporations,
partnerships and estates and trusts).
Key critical skill sets and/or experience is below:
- A minimum of (6) years of experience and an active CPA license
- Quickly understand or adapt to remote working environments
- Communicate well with clients and staff and follow up and pro-actively communicate problems encountered in the tax preparation and planning processes (absolute bare minimum skill set).
- The successful candidate must have a minimum of (4) years directly interfacing with clients without supervision.
- Project management skills and the ability to discern the right time and/or person(s) to bring into a given matter
- Ability to use software help-related manuals and conduct research and work independently before prematurely engaging other team-members
- Strong excel and workpaper organizational skills
- Strong accounting skills. Must have a minimum strong working knowledge of trial balances, general ledgers and Quickbooks.
Our Clients:
Are generally very wealth and highly influential individuals residing in Southern California. Our clients generally have multiple businesses and tax entities and are working with multiple other high-profile advisors to accomplish their financial objectives. They are appreciative and respectful and trustworthy. The industry-focus of our practice includes manufacturing and real estate oriented businesses that are the by-product of our clients’ life-time efforts. Our client tenure is extremely high with a significant volume of clients having been with the firm since its
founding in 2005. We also serve non-recurring clients in the transactional arena and litigation support
service. We work with a number of high-profile attorneys and legal and tax matters.
Our Matters:
We have worked and/or performed the following types of services and have niche based services in the following areas:
- Tax Matters
- General tax planning and preparation
- Complex tax research
- International tax matters
- Qualified Opportunity Zones
- Tax Credits (R&D, WOTC, R&D & Energy)
- Litigation matters
- Taxpayer representation
- Consulting Matters
- Assist and oversee ERP implementations
- Assist and oversee Financial Reporting implementations
- Controllership & CFO type services
- Due diligence for M&A Transactions
- Business Valuations
- Contract interpretation/advisement related to accounting and tax matters
- Litigation Matters
- Federal & State court appearances
- Court appointments as independent accountants
- Arbitrations & Mediations
- Settlement resolution and case assessment
- Forensics & Investigation
- Damages, rebuttal, and expert witness testimony re: same
The ideal candidate will have a desire and appetite to participate in one or more of the above services and/or expand into an area of their personal choosing subject to firm opportunity.
Our Staff Possess these Minimum Personality Traits:
- Tenacity and attention to detail
- Client-service oriented and focused
- Direct, respectful, open and honest communication
- Strong research and presentation skills
- The desire to grow personally and challenge themselves in all aspects of their work and personal lives
- Invest in one another and the team to help their peers achieve the same
- Over-achievers and team-players
- A strong-value system and shared vision and a desire to share their opinions
- Strong organizational skills
- Strong follow-up and a commitment to bring projects to successful completion
The Resources and Technologies We Employ
We work or use the following resources:
- A Citrix-based-cloud environment from the comfort of our homes
- Using Microsoft Teams for internal meetings
- Zoom for external meetings
- ShareFile for the exchange of documents
- Comprehensive libraries from RIA, Spidell (Treaties, Practitioner Guides, Case Law & References)
- Comprehensive libraries and applications for forensics, valuations (BV Resource,
- Team Analytics & numerous treaties)
- Physical environments of (2) or more screens
- Quickbooks Desktop and Quickbooks Online
- Microsoft Office
- Thomson Reuters-based environment. We use Practice CS, Planner CS, Fixed Assets CS, Ultra Tax CS and Workpapers CS
Source : Staffing Solutions