Experienced Tax Senior

Imagine building your Tax Career in a stunning Long Beach, CA office, where ocean views and a collaborative team set the tone for meaningful, rewarding work.

At Boos & Associates, you'll do more than manage tax engagements, you'll contribute to a firm that's been recognized for the eighth consecutive year as one of the fastest growing companies in the Central San Joaquin Valley. Our growth is no accident; it's driven by talented professionals who bring passion, precision, and fresh thinking to every client challenge.

If you're a motivated, detail-oriented Experienced Tax Senior looking for a place where your expertise is valued, your career can accelerate, and your work environment inspires you daily, we'd love to hear from you!

What you will do:

A Tax Experienced Senior, Core Tax Services is responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing tax accrual workpapers and working with tax software applications to complete tax returns for review.

In this role, the Tax Experienced Senior, Core Tax Services will act as the main client contact for general questions and information and may be charged with supervising and reviewing the work of Core Tax Services Associates.

Tax Compliance:

• Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BOOS Tax Quality Manual (“TQM”)

• Supervises tax engagements by planning the tax process and the procedures to be performed with quality
• Answers preparer questions, and coordinates engagement from onset by communicating expectations and procedures with preparers
• Conducts detailed reviews on all returns and appropriate review notes for preparers; raises potential tax issues
• Meet internal deadlines to match the client expectations for timely delivery of service
• Identifying book-to-tax differences
• Manages projects by developing a budget; monitoring budget vs. actual; scheduling resources for project and identifying out-of-scope activity

Research:

• Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
• Applies most Firm and professional standards for preparation of tax returns

Tax Consulting:

• Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes
• Identifies consulting opportunities to reduce client’s tax liability
• Provides efficient and effective support for client consulting projects
• Gathers relevant information for tax controversy work, efficiently and effectively
• Documents all significant tax positions, clearly, correctly, and in accordance with Firm and office policies and ensures that proper documentation is archived.

Strategy Development:

• Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits
• May be required to prepare studies of tax implications and offers clients alternative courses of action
• Other duties as required

Supervisory Responsibilities:

• May supervise and manage the day-to-day work assignments of Core Tax Services Associates
• Provides verbal and written performance feedback to Core Tax Associates, as necessary
• Acts as mentor to Core Tax Services Associates

What you bring to the role:

Education:

• Bachelors degree in Accounting
• Masters in Accountancy or Taxation, preferred

Experience:

• Four (4) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, preferred
• Industry expertise in one or more tax specialty, preferred
• Prior supervisory experience, preferred

License/Certifications:

• CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), preferred

Software:

• Proficient with the Microsoft Office Suite, preferred
• Experience with Bloomberg or Checkpoint tax research databases and CCH tax compliance software, preferred

Other Knowledge, Skills & Abilities:

• Solid verbal and written communication skills
• Able to follow instructions as directed by members of Tax Team
• Able to prepare simple tax returns
• Take appropriate actions without being asked
• Seeking advice from appropriate superiors regarding issues, problems related to compliance
• Ability to effectively delegate work as needed
• Trains other team members
• Strong analytical, research and critical thinking skills
• Able to work well in a team environment

Compensation Information: Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

About Boos & Associates, a Professional Corporation is a Certified Public Accountant and Consulting firm established in February 2004. Prior to founding the firm our Managing Director was a Tax Director with a Big 4 accounting firm with over 30 years’ public accounting experience. We currently have a staff of approximately 90 and anticipate significant expansion opportunities in the near and long term. Our greatest strength is our people. We foster and support innovative, strategic ideas that can transform developments in accounting, tax, and consulting into practical solutions for our clients. Our Fresno office is a first-class facility located in the Fig Garden Financial Center. The firm is paperless and uses the latest technology to assist our associates in performing in a more efficient and effective manner. The firm provides above market performance-based compensation and provides competitive employer paid employee benefits and a generous personal time off policy. We continually invest in our people by providing extensive training and career advisor programs.

We recognize our unique opportunity to embrace the cultural and ethnic opportunity our clients and people have to offer. We are committed to optimizing this opportunity to hire outstanding individuals of diverse backgrounds, and to offering them a dynamic, challenging environment to develop their skills as trusted advisors to our clients. Our commitment to diversity encompasses all people within our firm, professionals, and administrative support alike, including people of different races, religions, cultural backgrounds, national origins, disabilities or medical conditions, sexual orientation, gender, gender identity and ages.

We are an independent member of the BDO Alliance USA.

As an independent member of BDO Alliance USA, our shared Core Purpose is Helping People Thrive Every Day. Our Core Values reflect how we manage our work, our relationships and ourselves. As an employee of the firm, you will live true to our Core Values of people first, being exceptional every day in every way, embracing change, feeling empowered through knowledge, and choosing accountability. Our Core Values are the standards by which we conduct ourselves day in and day out, both internally and externally.