Experienced Tax Senior Associate

Imagine building your Tax Career in a stunning Long Beach, CA office, where ocean views and a collaborative team set the tone for a 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 brings 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”)
  • Manages projects 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
  • Meets internal deadlines to match the client expectations for timely delivery of service
  • Identifies 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 WTA and tax returns

ASC 740-10 (FAS 109 and FIN 48) Tax Accruals:

• Prepares provision workpapers and discusses with the appropriate team members
• Identify and discuss uncertain positions with team members
• Review & prepare footnote disclosures in compliance with 740-10-55
• Utilize and manage STS
• Drafts tax provision memorandums
• Communicates with Assurance counterparts to timely plan tax accrual reviews

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 controversy work, efficiently and effectively
  • Documents all significant tax positions, clearly, correctly, and in accordance with Firm and office policies (by creating memorandums to the files – Tax issues Memos) and ensures that proper documentation is archived to the appropriate system.

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

Qualifications, Knowledge, Skills and Abilities:

Education:

• Bachelors degree in Accounting, Finance, Economics or Statistics, required OR Bachelor's degree in other focus area and CPA certification, required
• 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 basic 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
• Possession of other professional degrees or certifications applicable to role, preferred

Software:

• Proficient with the Microsoft Office Suite, preferred
• Experience with tax research databases and tax compliance process 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 
• Takes appropriate actions without being asked
• Seeks advice of 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 in 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 offer 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.