Experienced Tax Staff

This is a fully remote position, open to applicants in California.

📋 Description

• Provide exceptional tax services in the capacity of Senior Tax Associate or Tax Supervisor.

• Devote approximately 70%-80% of your time to working on Sec. 42 Low Income Housing Tax Credit (LIHTC) compliance projects, with the remaining time allocated to traditional tax responsibilities.

• Prepare federal, state, and local tax filings.

• Prepare and review tax documents completed by staff members and offshore preparers, depending on the role.

• Utilize partnership taxation expertise in tax engagements.

• Conduct research on new or complex tax matters and draft supporting memorandums.

• Communicate effectively with client personnel regarding deadlines, engagement status, requests for information, and tax compliance issues.

• Mentor, train, and develop junior staff and offshore preparers.

• Contribute to the annual tax training.

• Enhance job knowledge through educational opportunities, professional publications, personal networks, and participation in professional organizations.

• In the Tax Supervisor role, oversee engagements, perform technical reviews, develop staff, and provide leadership to the team.

⛳️ Requirements

• Minimum of three (3) years of tax experience in public accounting.

• While not mandatory, the ideal candidate will possess strong experience in LIHTC and traditional tax areas.

• Preference will be given to applicants with past experience in traditional tax work, including high net worth individuals, trusts, and corporations.

• Familiarity with the specific details of IRC Sec. 42 LIHTC projects, including credit calculations and first-year credit projects.

• Capability to review LIHTC projects.

• Comfortable engaging with LP investors and GPs.

• Significant experience with large nonprofit developer returns (Form 990).

• A Bachelor’s Degree in Accounting or a related field.

• Current CPA license is preferred but not essential.

• A Master’s Degree in Taxation is a significant advantage.

• Self-motivated and effective in a fully remote work environment.

• Strong understanding of fundamental accounting and tax principles.

• Highly driven, with outstanding organizational skills and exceptional attention to detail.

• Proficient in Microsoft Office applications, particularly Excel.

• Excellent written and verbal communication skills, along with strong interpersonal abilities.

• Ability to manage multiple engagements and adhere to time constraints successfully.

🏝️ Benefits

• Flexible work arrangements, including a fully remote business model.

• Paid Time Off.

• Leave for major holidays.

• Company-sponsored long-term disability insurance.

• Employee Assistance Program (EAP).

• Comprehensive medical, dental, and vision insurance (PPO and HMO) with 100% coverage for employees.

• Pre-tax health care reimbursement program.

• 401(k) with a 3% annual compensation contribution.

• Employer matching on contributions.

• Profit-sharing plan.

• Annual salary evaluations.

• Consistent performance feedback.

• Reimbursement for education and CPA license expenses.

• Regular technical training, including CPA license hours.

• Referral bonuses for new business leads.

• Referral bonuses for experienced professional hire recommendations.