Senior Tax Accountant

Senior Tax Accountant
Direct Hire
100% Onsite
Upland
M-Thursday 4/10 schedule 8:30 - 7 pm Fridays off
Salary: 72,000 - 102,000 - DOE

CPA OR Enrolled Agent - REQUIRED
Heavy Client facing - REQUIRED
Tax forms to know below- REQUIRED
* Individual income tax returns (Form 1040)
* LLC taxation
* S Corporation taxation (Form 1120-S)
* Partnerships (Form 1065)
* Multi-state tax issues


Position Summary
The Senior Tax Accountant will be responsible for reviewing tax returns, advising clients on tax matters, supervising junior staff, and serving as a trusted point of contact for individual and small business clients. This role requires extensive experience with individual taxation, LLCs, and S corporations, along with the ability to clearly communicate tax results and planning opportunities to clients.
We are looking to hire a hard-working individual capable of multi-tasking. Our small firm is very close-knit, and we have a team-oriented work perspective. We want candidates who want and are willing to expand their knowledge. Our firm focuses on internal staff growth, and we are looking for another member of our team who is interested in advancement opportunities. Our company offers mentorship and training in finance and investments.
Key Responsibilities
Tax Review & Compliance
* Review and approve individual, partnership, LLC, and S corporation tax returns prepared by junior accountants.
* Ensure accuracy, completeness, and compliance with federal, state, and local tax regulations.
* Identify tax-saving opportunities and planning strategies for clients.
* Research and resolve complex tax issues and questions.
Client Service & Communication
* Serve as a primary point of contact for assigned clients.
* Respond promptly and professionally to client emails, phone calls, and inquiries.
* Build and maintain strong client relationships through exceptional customer service.
* Explain tax return results, tax liabilities, refunds, and planning recommendations in a clear and understandable manner.
* Conduct client meetings to review tax returns and discuss financial and tax planning opportunities.
Team Leadership
* Mentor and support junior accountants and tax preparers.
* Provide technical guidance and training on tax preparation and compliance matters.
* Review workpapers and ensure firm quality standards are maintained.
* Assist with tax workflow management and deadline tracking.
Business Advisory Services
* Advise small business owners on tax implications and planning strategies.
* Assist clients with entity selection, compliance, and ongoing tax matters.
* Provide guidance related to LLC and S Corporation operations and taxation.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.