Tax Senior
About this role
Tax Senior
Job Description
Position Summary
We are seeking an experienced and motivated Tax Senior to join our California tax team. In this role, you will take a lead position in preparing and reviewing tax returns, handling more complex tax matters, and supporting tax planning initiatives for a diverse client base, including corporations, partnerships, trusts, and high-net-worth individuals. The Tax Senior will work closely with managers and partners while mentoring junior staff and serving as a key resource on California and multistate tax issues.
Key Responsibilities
• Prepare and review federal and California state tax returns for individuals, corporations, partnerships, and trusts • Lead preparation of tax extensions, estimated payments, and tax projections • Research and analyze complex California and multistate tax issues using tools such as CCH or BNA, and communicate findings clearly • Assist with tax planning strategies and compliance initiatives for clients • Serve as a primary point of contact for clients on routine tax matters • Support and help manage IRS and California Franchise Tax Board (FTB) audits and correspondence • Review workpapers prepared by Tax Associates and provide guidance, feedback, and mentorship • Ensure accurate, well-organized documentation and compliance with firm standards • Stay current on federal and California tax law changes and communicate impacts to the team • Utilize tax preparation software (e.g., Lacerte) efficiently to process and review returns • Collaborate effectively in a fast-paced, deadline-driven environment
Qualifications
Required:
• Bachelor’s degree in Accounting, Finance, or related field • CPA license or actively pursuing CPA licensure in California • 3–5 years of tax experience, preferably in public accounting • Strong understanding of federal and California state tax regulations • Experience preparing and reviewing multiple entity types • Excellent attention to detail, organizational, and time management skills • Strong written and verbal communication skills • Proficiency with Microsoft Office Suite, particularly Excel
Preferred:
• Advanced knowledge of California tax issues, including FTB and multistate filings • Experience mentoring or supervising junior staff • Familiarity with complex tax compliance and planning engagements • Experience using Proconnect and tax research platforms such as CCH or BNA
Salary Range