Williams And Company Cpas, Pllc - West Covina, CA

posted 5 months ago

Part-time - Mid Level
West Covina, CA
Professional, Scientific, and Technical Services

About the position

We are looking for a Senior Tax Accountant to join our team at Williams & Co, CPA's. In this role, you will be responsible for preparing and analyzing financial records for our company. The position offers flexible work hours and the ability to work remotely part-time, allowing for a balance between professional responsibilities and personal commitments. As a Senior Tax Accountant, you will play a crucial role in ensuring compliance with tax regulations and providing valuable insights to our clients. Your expertise will help in navigating complex tax situations and optimizing financial strategies for individuals and businesses alike. Your primary responsibilities will include preparing and reviewing individual, partnership, corporate, and trust tax returns. You will also be responsible for correspondences with taxing agencies, ensuring that all communications are handled professionally and efficiently. Additionally, you will assist with year-end accounting adjustments, which are essential for accurate financial reporting and tax compliance. The role will require you to create new processes aimed at improving financial efficiency, which is vital for the growth and sustainability of our services. Furthermore, you will report your analysis and findings to the management team, providing them with the necessary information to make informed decisions. At Williams Financial Services, we pride ourselves on providing objective solutions and intentional advice to successful business owners, executives, professionals, and affluent individuals and families. Our in-depth solutions and experience encapsulate what we do, and our beliefs allow us to fundamentally change the client experience, serving as the foundation for creating enduring relationships. We are committed to fostering a collaborative and supportive work environment where our team members can thrive and contribute to our mission.

Responsibilities

  • Prepare and review individual, partnership, corporate and trust tax returns
  • Correspondences with taxing agencies
  • Help with year-end accounting adjustments
  • Create new processes to improve financial efficiency
  • Report analysis and findings to management team

Requirements

  • Three or four years tax preparation experience; EA or CPA required
  • Fundamental knowledge of income tax laws
  • Experience with Lacerte, BNA tax planner, QuickBooks, Microsoft programs
  • Detail and deadline-oriented
  • Strong analytical and problem solving skills

Benefits

  • Flexible work hours
  • Ability to work remote part time
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