Senior Tax Accountant – Complex Business Returns

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

📋 Description

• Prepare intricate federal, state, and local tax returns for partnerships (Form 1065), S corporations (Form 1120-S), C corporations (Form 1120), and individuals (Form 1040), along with supporting schedules and working papers.

• Manage complex client returns that involve multiple entities, multistate operations, high-net-worth individuals, rental properties, ownership transitions, and business transactions.

• Review financial statements, trial balances, and general ledger activities; detect discrepancies and create adjusting entries and book-to-tax reconciliations.

• Calculate and maintain depreciation schedules, along with shareholder and partner basis, capital accounts, loss limitations, and tax carryforwards.

• Prepare estimated tax computations, extensions, amended returns, and tax forecasts.

• Generate organized, review-ready returns and working papers; address review comments promptly and accurately.

• Investigate complex tax issues, document conclusions, and escalate significant risks or uncertain positions to the Tax Manager.

• Oversee assigned engagements from document collection to filing, proactively addressing missing information and informing of potential delays.

• Maintain workflow records and achieve production targets, internal deadlines, and filing deadlines.

• Communicate with clients concerning documentation, tax implications, payment responsibilities, and filing status.

• Identify tax planning opportunities and collaborate on recommendations with the Tax Manager and advisory team.

• Prepare responses to federal and state tax notices and provide audit support assistance.

• Mentor team members and contribute to technical training, the company's knowledge base, and process enhancements.

• Stay updated on changes in tax laws while ensuring client confidentiality and secure management of financial information.

• Articulate complex tax matters clearly, address client inquiries professionally, and cultivate effective client relationships.

⛳️ Requirements

• Three to six years of progressively responsible experience in tax preparation, including significant hands-on experience with complex business and individual returns.

• Advanced technical expertise in partnership, S corporation, C corporation, and individual taxation.

• Proven ability to independently prepare complicated client returns with minimal supervision and limited substantive corrections.

• Strong understanding of multistate taxation, pass-through entities, basis calculations, capital accounts, depreciation, passive activity rules, and book-to-tax adjustments.

• Capability to interpret financial statements, reconcile accounts, and identify accounting issues that impact tax preparation.

• Demonstrated ability to manage a high-volume workload, adjust to shifting priorities, and meet deadlines while upholding quality standards.

• Bachelor’s degree in Accounting, Finance, Taxation, or a related field.

• Actively pursuing a CPA license or Enrolled Agent (EA) credential; completed credential preferred.

• Proficient with professional tax preparation software, Microsoft Excel, Google Workspace, and workflow or CRM systems.

• Excellent analytical, tax research, organizational, and client communication skills.

• Ability to work independently and collaborate effectively with a remote team.

• Preferred: Active CPA license or EA credential.

• Preferred: Master’s degree in Taxation.

• Preferred: Experience in public accounting serving closely held businesses and high-net-worth individuals.

• Preferred: Familiarity with UltraTax, Canopy, and SurePrep.

• Preferred: Experience mentoring junior tax professionals and enhancing preparation workflows.

🏝️ Benefits

• Remote work.

• Medical, dental, vision, life, and voluntary life insurance.

• 401(k) with company match.

• Paid vacation and sick days.

• Paid holidays.

• Continuing education.

• Teambuilding events.