Tax Accountant or CPA

$150,000 - $165,000/Yr

Robert Half - Salinas, CA

Full-time - Mid Level

Salinas, CA

Administrative and Support Services

About the position

We are seeking a Tax Accountant or CPA to join our team in Salinas, California. This role focuses on managing tax returns and tax planning calculations for various entity types, conducting complex tax research, and providing consulting and financial planning services to clients.

Responsibilities

• Review and manage staff deliverables, including tax returns, extensions, and tax planning calculations for all entity types such as C-Corp, S Corp, individual, partnership, fiduciary, nonprofit, gift, multi-state, and CA franchise.
• Conduct complex tax research and prepare memorandums outlining findings and conclusions.
• Prepare complex U.S. and state individual income tax, gift tax, and estate tax returns.
• Engage in consulting and special projects as requested by Management and Clients.
• Communicate directly with existing clients, colleagues, management, and IRS representatives regarding various tax matters.
• Monitor changes in tax laws and developments in financial strategies, particularly with respect to retirement plans, trusts, and estates.
• Prepare and review complex tax projections for current and future tax liabilities of individuals and corporations.
• Gather data and provide analysis to construct financial plans including cash flow analysis, net worth statements, retirement and estate plans, charitable planning, and tax planning.
• Attend client meetings and effectively communicate tax and financial strategy.
• Advise clients in recording transactions in QuickBooks and prepare payroll and payroll tax filing.
• Maintain a strong understanding of payroll and payroll taxes and related tax rules.

Requirements

• Must hold a valid Certified Public Accountant (CPA) license.
• Proven experience in Tax Accounting or related field.
• Proficient in Federal Income Tax and Federal Tax Return preparation.
• Demonstrated knowledge of Fiduciary Income Tax Return.
• Familiarity with Franchise Tax laws and regulations.
• Proficient in Income Tax Preparation and Income Tax Return.
• Experience in Tax Accounting, particularly Income Tax Accounting.
• Ability to work with minimal supervision and maintain high levels of accuracy.
• Excellent communication and interpersonal skills.
• Proficient in using tax preparation and accounting software.
• Ability to meet strict deadlines and work under pressure.
• Familiarity with local, state, and federal tax regulations and procedures.
• Strong analytical skills and attention to detail.
• Willingness to stay updated with industry trends and changes in tax laws.

Benefits

• 401(k)
• Dental insurance
• Disability insurance
• Vision insurance