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 Lacerte and tax research platforms such as CCH or BNA
Salary Range
$70,304 – $90,000 annually, depending on experience and qualifications