Tax Consultant

Job Title: Interim Sr. Tax Accountant

Location: Walnut Creek, CA

Duration: Mid-February to Mid-April (Tax Season)

About the Role

Our tax client in Walnut Creek is seeking an experienced Sr. Tax Accountant to join their team for the upcoming tax season. This interim role will work closely with two CPAs to prepare and review tax returns for a diverse client base, including high-net-worth individuals, corporations, and fiduciaries.

Key Responsibilities

• Prepare and review complex tax returns for individuals, corporations, and fiduciary entities.
• Collaborate with CPAs to ensure accuracy and compliance with applicable tax laws.
• Handle tax-free exchanges, real estate transactions, and depreciation recapture.
• Apply strong knowledge of pre-2018 tax regulations and incorporate relevant updates from 2018 tax changes.
• Provide insights and guidance on Section 199A and related deductions.

Qualifications

• Experience: Minimum 5 years in tax accounting with exposure to high-net-worth clients and corporate tax.
• Technical Skills: Strong understanding of pre-2018 tax regulations.
• Familiarity with 2018 tax law changes; Section 199A expertise is a plus.
• Experience with tax-free exchanges, real estate transactions, and depreciation recapture.
• Education: CPA designation or equivalent experience preferred.
• Other: Ability to work independently and meet tight deadlines during peak season.

Schedule & Compensation

• Full-time, on-site or hybrid (as agreed).
• Competitive hourly rate based on experience.