Senior Tax Accountant

Sterling & Freeman Capital Management Pty Ltd - Los Angeles, CA

Full-time - Mid Level

Los Angeles, CA

About the position

The Senior Tax Accountant position involves working closely with Partners and clients to provide expert tax services. This role is designed for professionals who are looking to advance their careers in a supportive environment that emphasizes professional development and mentoring. The firm values integrity and expertise, making it a trusted advisor for a sophisticated clientele, including mid-sized private companies, investment entities, high-net-worth individuals, fiduciary entities, and non-profits.

Responsibilities

• Prepare and begin reviewing tax returns for Mid-Sized Private Companies in multiple industries, Investment Entities, High-Net-Worth Individuals, Fiduciary Entities, and Non-Profits.
• Assist with Tax Planning and Projections.
• Conduct tax research & prepare accurate work papers.
• Respond to tax authority notices independently.
• Make journal entries for year-end close including bank reconciliations.
• Generate trial balance & financial statements.
• Analyze current and prior year General Ledger, Cashbook, Journal.
• Discuss with clients year-end adjustments to be included.
• Handle routine client questions and work with clients to obtain necessary information for financials and tax return completion.
• Communicate client service improvement and business growth opportunity ideas to management.
• Assist with training & support of junior tax accountants.

Requirements

• MUST HAVE 2+ years Current CPA Firm experience.
• CPA earned or in-progress.
• Bachelor's required, Master's in Tax or Accounting preferred.
• Ability to manage multiple priorities, deadlines, and budgets.
• Perform complex financial analysis.

Nice-to-haves

• Integrity
• Intellectual Strength & Agility
• History of being a passionate learner who welcomes skill-stretching opportunities.
• Bring an Entrepreneurial point of view to the Tax Accountant role.
• Energized professional seeking greater responsibilities and more autonomy with clients.
• Passion & curiosity to look through the financials into the business to identify potential opportunities for client gain.
• Engaging & thrive on building relationships internally and externally.

Benefits

• Professional development resources and mentoring support.