Tax Senior

Key responsibilities include: 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 fieldCPA 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 Lacerte and tax research platforms such as CCH or BNA

Salary range: $70,304 – $90,000 annually, depending on experience and qualifications