Senior Tax Associate - San Francisco, CA

About the job Senior Tax Associate - San Francisco, CA

The Role

The Tax Services Division is looking for a dedicated Senior Tax Associate with a minimum of five (5) years of experience. This position provides room for advancement and growth in a fast-paced and challenging environment.

Core Responsibilities

• Prepare and review federal, state, and local tax documents.

• Conduct research on new or complex tax issues, and prepare corresponding memorandums to support conclusions.

• Communicate with client personnel regarding deadlines, the status of engagement completion, and requests for information needed to complete engagements.

• Update job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations.

Education and Qualifications

• Bachelor's Degree in Accounting or related course of study.

• CPA license is preferred but not required.

• Master's Degree in Taxation a BIG PLUS.

Experience

• At least five (5) years of tax experience in a public accounting firm or equivalent experience.

• Public Accounting:
Two (2) years (Preferred).

• Prior experience with stock option, trust, non-profit, estate, and gift taxation experience is highly preferred.

Knowledge, Skills, and Abilities

• Self-starter and successful in a team-oriented setting.

• Solid understanding of basic accounting and tax practices.

• Highly motivated, with exceptional organizational skills, and excellent attention to detail.

• Proficient in Microsoft Office programs, especially Excel.

• Excellent written and verbal communication and interpersonal skills.

• Ability to successfully manage multiple engagements and time constraints.

• Routine in-house CPE, company-paid off-site CPE, and higher education reimbursement.

• Flexibility to set your own work schedules and work remotely to balance your work and personal life.

• Casual in-office attire which includes jeans any day of the week.

• Onsite gym and employee lounge.

• Open office concept with sit-to-stand workstations.

• Stocked break room, happy hours, and company events throughout the year.

The Client offers highly competitive benefits to meet your needs. They advocate for preventative health and work-life balance and ensure their teams have appropriate support at the office and outside of work.

• Flexible work arrangements, including working remotely, so your well-being always comes first.

• Paid Time Off program.

• Time off for major holidays.

• Company-paid, long-term disability.

• Employee Assistance Program (EAP).

Health

• Medical, dental, and vision insurance (PPO and HMO).

• 100% covered health, dental, and vision insurance premiums for employees.

Future

• 401(k) - 3% of your annual compensation contributed to your self-directed account whether you participate in our plan or not.

• Employer matching profit-sharing plan.

• Annual salary reviews.

• Regular performance reviews that focus on your self-evaluation and goal setting.

• Education and CPA license reimbursement.

• Regular technical training; CPA license hours.

Benefits List

• 401(k)

• 401(k) matching

• Disability insurance

• Health insurance

• Life insurance

• Paid time off

• Vision insurance

• Work from home

This Client will consider qualified applicants, including those with criminal histories, in a manner consistent with San Franciscos Fair Chance Ordinance.

Due to the COVID-19 virus, caused by SARS-CoV2, this Client requires all staff to be fully vaccinated as a condition of employment. They will attempt to provide reasonable accommodations for qualified religious and medical reasons as designated under Title VII and the ADA.

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