Senior Tax Accountant

Montagna & Associates, Inc. is a well-established, boutique CPA firm with offices in Newport Beach and Irvine. We pride ourselves on providing high-touch, specialized tax and accounting services. Our primary focus is on High-Net-Worth (HNW) individuals, business, tax exempt, Expatriate Tax Filing, and complex Estate & Trust matters
. We foster a supportive environment that truly values a reasonable work/life balance.

We are seeking an experienced Senior Tax Accountant who shares our passion for client service and has demonstrable expertise in Tax niches. You will work directly with other staff and clients to provide tax services, leveraging your technical expertise to gain client trust. With hybrid staff and clients around the world, you will need to be able to efficiently use modern tools to communicate/collaborate with other staff and clients.

• Prepare and review complex federal and multi-state tax returns for individuals, corporations, partnerships, trusts, and exempt organizations.
  
  International tax compliance, including the preparation and review of foreign reporting requirements.
• Conduct tax research to navigate complex financial profiles and new regulations.
• Reliable point of contact for clients, coworkers, and vendors to ensuring efficient communication for client or internal matters.
• Manage client-bookkeeping in general ledgers, prepare journal entries, financial statements and compile year-end financial statements for book and tax purposes.
• Assist in the efficient administrative running of the business by assisting with accounts receivable, compliance filings, and other emergent tasks.

• Required:
  
  5+ years of recent, hands-on tax experience in a public accounting firm.
• Preferred:
  Active CPA Designation (California-issued is a plus).Demonstrable an ability to foster and grow client relationships.
  
  Proven experience in niche/complex accounting areas of HNW, business tax, trust & estate tax, international tax, or foreign reporting (FBAR, FACTA, etc.).
• Proficiency in tax software (e.g., CCH, Lacerte) and Quick Books.
• Bachelor's/Masters Degree in Accounting or a related field.
• Excellent interpersonal and client communication skills.
• A detail-oriented and self-driven work ethic able to quickly adapt to emerging events.
• Technologically savvy, excellent in Word/Excel/Outlook, able to quickly learn software.

• True Work/Life Balance:
  We offer flexible hours to accommodate your busy life! As long as the work gets done. We understand family and life is busy, so we offer schedule flexibility unheard of in large firms.
• Hybrid Flexibility:
  We require in-person collaboration. But we know life gets hectic, so we offer hybrid flexibility. We use remote work as a supplement to our in-person work, not a total replacement.
• Career Path:
  This role is meant to be flexible. We are open to a variety accounting firm experience, with a demonstrated ability to learn and adapt quickly. Part-Time or Full-time, Generally 30 hour minimum. (Starting out, full in-person work required, access to hybrid work from home after 30-90 day introductory period)
• Competitive Compensation:
  We offer a salary commensurate with your specialized experience and a full benefits package for full-time employees.
  
  Any offer will be individualized.