Experienced Tax Accountant

$60,000 - $90,000/Yr

Woodard and Associates CPA - San Diego, CA

Full-time - Senior

San Diego, CA

About the position

The Experienced Tax Accountant position at Woodard and Associates CPA involves supporting the tax and accounting practice through the preparation of various tax returns and assisting with bookkeeping projects. The role emphasizes professional development, collaboration, and a commitment to work-life balance, allowing employees to work on impactful projects in an inclusive environment.

Responsibilities

• Preparation of Individual, Partnership, Corporate and Trust tax returns
• Preparation of tax projection, federal and state quarterly estimated tax payments
• Assist with tax research projects
• Assist with monthly and quarterly bookkeeping projects
• Handle multiple engagements at a time and meet deadlines
• Ask appropriate questions when faced with difficulties
• Produce deliverables that are clear, concise, thorough and of professional quality
• Commitment to exceeding client expectations

Requirements

• At least 5 years of experience in income tax preparation and bookkeeping
• CPA or EA, preferred but not required
• Experience with individual, S corporation, partnership, and trust/estate tax returns
• Strong organization and time management skills
• Strong written and verbal communication skills
• Strong computer skills; knowledge of Lacerte and QuickBooks a plus
• Strong analytical skills

Benefits

• Competitive salary
• 2 weeks of PTO for Non CPA or 3 weeks for CPA
• Sick leave
• Paid holiday leave
• Annual discretionary bonus
• Commitment to work-life balance: 40-hour work week during tax season
• Health insurance
• 401(k) plan employer match
• New business and employee referral bonuses
• Professional dues
• Continuing education
• Mentorship program