Certified Public Accountant (CPA)

$130,000 - $160,000/Yr

Bartoncpa - Palm Springs, CA

Full-time - Senior

Remote - Palm Springs, CA

Professional, Scientific, and Technical Services

About the position

The Senior CPA with Tax Expertise position is a leadership role within a dynamic accounting firm located in Palm Springs, CA. The role focuses on providing high-quality tax preparation, strategy, and financial advisory services to a diverse client base, including businesses and nonprofits. The ideal candidate will leverage their extensive experience in tax compliance and planning to guide clients in optimizing their financial outcomes while ensuring adherence to tax laws and regulations.

Responsibilities

• Prepare and review individual, corporate, partnership, and nonprofit tax returns, ensuring compliance with federal and state tax regulations.
• Serve as a trusted advisor to clients, offering strategic tax planning and guidance to minimize liabilities and optimize financial outcomes.
• Oversee and manage the tax operations of client portfolios, ensuring timely and accurate filings while maximizing tax efficiency.
• Stay up-to-date with changes in tax laws and regulations, ensuring clients remain compliant and informed of tax planning opportunities.
• Develop, implement, and monitor internal controls and procedures for tax reporting and preparation.
• Lead financial planning, forecasting, and budgeting processes for clients, with a strong focus on tax impacts.
• Provide mentorship and leadership within the firm to junior staff and colleagues, particularly in tax-related matters.
• Prepare and present comprehensive tax reports to clients, breaking down complex data into actionable insights.
• Identify opportunities for process improvements in tax preparation and strategy implementation.

Requirements

• Certified Public Accountant (CPA) designation is required.
• 10-15 years of progressive experience in tax preparation and tax strategy.
• Strong expertise in federal and state tax laws, tax compliance, and tax-saving strategies.
• Proven ability to manage multiple tax projects and deliver results under tight deadlines.
• Excellent analytical and strategic thinking skills, with a focus on tax-related problem-solving.
• Strong communication skills, with the ability to present complex tax information in a clear and concise manner.
• Experience in client-facing roles with the ability to build and maintain strong relationships.

Benefits

• Competitive salary and benefits package.
• Flexible work environment with a focus on work-life balance.
• Opportunity to work with a range of industries, including nonprofit and business clients.
• Leadership role with the potential to shape the direction of the firm's tax services.