Senior Tax Associate

Rose, Snyder & Jacobs LLP is seeking a Tax Senior with 3-5+ years of experience in public accounting. This position is in our family office group. We are seeking a senior-level associate with experience and/or interest in focusing in this practice area.
Experience in multi-state returns is required.

About Us

Rose, Snyder & Jacobs LLP is an independently-owned, full-service transdisciplinary tax and accounting firm. We have three divisions – Tax, Audit, and Financial and Accounting Services. We pride ourselves on doing exceptional work for our sophisticated clients in a supportive environment. While we do work hard and are committed to excellent client service, we are also committed to a firm-wide work/life balance.

Make sure to check out our excellent benefits listed at the end of this advertisement. We are very proud to offer some incredible perks to show our appreciation for our team.

About You

You are a personable professional committed to a career in public accounting. You have experience or interest in family office tax preparation work and experience or an interest in preparing multi-state partnership, S-Corp, and individual returns.
Experience with multi-state returns is required. Your written and oral communication skills are first-rate, as is your attention to detail and ability to meet a deadline. You take pride in providing stellar customer service to your clients and collaborating with your colleagues. You are equally adept in following directions when needed and using your creativity to solve problems and think outside the box.

You are often praised for your excellent judgement and curiosity – knowing when to take the initiative, when to ask for direction from managers, and a passion to dig deeper to find solutions. You have public accounting experience and enjoy working with a variety of clients. You have either your CPA or EA license or are in the process of obtaining your license.

• Prepare and analyze individual, trust, and pass-through tax returns to ensure accuracy and compliance with tax codes, laws and regulations, including complex multi-state returns and separate activity schedules.
• Maintain accurate and updated documentation of tax preparation work;
• Stay up-to-date on tax codes, laws, and regulations and provide updates to associates on your team;
• Keep managers apprised on status of projects and deadlines;
• Actively participate in client internal meetings and discussions;
• Assist with responses to IRS and state tax notices including speaking with the IRS (or other state tax agencies); and
• Conduct research on tax matters and provide advice to clients

• Bachelor’s Degree in Business, Accounting, or Finance
• 3-5 + years of public accounting firm experience
• Demonstrated experience with pass-through returns
• CPA/EA, or in process of obtaining a CPA/EA
• Ability to work overtime during busy season

• Knowledge of Prosystems or CCH Axcess Tax and Engagement Trial Balance software
• Knowledge of XCM Tracking Systems
• Proficient with Microsoft Office (Word, Excel, Access, Outlook)

We’re all about investing in your future! Join us for a rewarding career filled with growth opportunities and ongoing training. You’ll work on exciting and complex projects with amazing clients, all while surrounded by a team of smart, motivated individuals who genuinely enjoy working together.

• Salary Range: $85k-$105k (commensurate with experience)
• Health Insurance:
  1) Medical Insurance - $85/month for employee only (additional cost for covering dependents),
  2) Dental Insurance,
  3) Vision Insurance
• Health Savings Account available if electing medical insurance coverage from the firm (firm contributes $1300 annually – accrues monthly)
• 125 Plan
• 401(k) with 25% match of employee contribution after one year
• PTO – 20 days per year (accrued monthly)
• Additional PTO Thanksgiving Week (full week)
• Employer Paid CPE’s
• Generous Business Development and Employee Referral Bonus Programs

1400 hours annually

The Family Office group aims for a smooth year with a limited number of weeks that require 50+ billable hours. A more normal schedule would be to work 40+ billable hour weeks for a longer period rather than work excessive hours for a short period.

This is a hybrid or on-site position, based in Encino, California.

Submit resume and introduction letter to

Please let us know how your experience and training match our job description. If you have the required skills, please make sure to point them out in your letter. Sometimes things can get lost on a resume, and we want to make sure we know what you can do.

No phone calls, please.

NO RECRUITERS. WE WILL NOT RESPOND TO RECRUITER INQUIRIES.