Sr. Tax Accountant

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

Full-Time