What are the responsibilities and job description for the Senior Tax Associate position at A.M. CPAs Inc?
Company Description
From $140,000 a year
We are seeking a highly motivated and detail-oriented Senior Tax Associate to join our Pasadena Tax team.
This position offers a clear growth path to Manager within 1–2 years.
NO billable hours. Just one goal: helping our clients succeed through the value of our services.
Responsibilities
- Prepare and review tax returns to ensure accuracy and compliance, including but not limited to Form 1040/1120/1120S/1065/990 and state income tax returns
- Prepare financial statements for clients
- Communicate with clients regarding tax matters and inquiries
- Work closely with the tax team to meet deadlines and deliver high-quality service
- Identify and address potential tax issues proactively
- Keep current on tax laws, regulations, and trends
- Document tax decisions and interactions in firm systems
- Support and execute tax planning strategies for clients
Requirements
- CPA or EA preferred
- 5 years of HANDS-ON U.S. tax prep and review experience
- Strong understanding of U.S. tax law and accounting principles
- Experience with tax software and accounting systems, CCH Axcess and QBO preferred
- Attention to detail
- Excellent written and verbal communication
- Ability to handle multiple projects and hit deadlines
- A client-first mindset and problem-solving attitude
- Comfortable working independently and collaborating as part of a team
- A commitment to continuous learning and staying current in the field
About Us
We operate through two specialized companies working together as one integrated team to deliver a better client experience.
AC Harvest Strategies focuses on proactive tax planning and strategy—helping clients reduce taxes before year-end through customized, forward-looking plans.
A.M. CPAs, Inc. is a licensed CPA firm regulated by the CA State Board of Accountancy, responsible for tax compliance and execution, including high-quality tax preparation, accounting, and payroll.
Salary : $140,000