Senior Tax Accountant

Unclassified - Pleasanton, CA

Full-time - Mid Level

Hybrid - Pleasanton, CA

About the position

We are seeking a Senior Tax Accountant to join our boutique CPA firm located in Pleasanton. Our firm specializes in assisting small business owners in managing their operations with clarity and efficiency. We pride ourselves on creating a flexible work environment that promotes both fun and profitability. This position offers a hybrid work model, allowing for a combination of in-office and remote work, which we believe enhances work-life balance and productivity. As a Senior Tax Accountant, you will play a crucial role in our team by preparing and reviewing individual, business, and fiduciary tax returns. Your expertise will help our clients navigate the complexities of tax regulations and ensure compliance. We value open communication and collaboration, so you will be expected to engage with clients and work closely with your colleagues to deliver exceptional service. The ideal candidate will have a strong background in tax preparation and a thorough understanding of tax laws. You should be comfortable using various software tools, including Lacerte, MS Office, Zoom, and QuickBooks Online (QBO). We are looking for someone who is not only skilled in technical aspects but also possesses excellent interpersonal skills to foster client relationships and teamwork.

Responsibilities

• Prepare and review individual, business, and fiduciary tax returns.
• Communicate effectively with clients to understand their needs and provide tax-related advice.
• Collaborate with co-workers to ensure accurate and timely tax filings.
• Stay updated on tax laws and regulations to provide informed guidance to clients.
• Utilize tax software such as Lacerte and QuickBooks Online for tax preparation.

Requirements

• Authorized to work in the US.
• Experience in preparing and reviewing taxes for individuals, businesses, and fiduciaries.
• Proficiency in using Lacerte, MS Office, Zoom, and QuickBooks Online.

Nice-to-haves

• Enrolled Agent or CPA certification preferred.

Benefits

• Flexible work environment with hybrid options.
• Opportunity to work in a supportive and fun team atmosphere.