Tax & Accounting Senior

Tax & Accounting Senior

Our client is seeking an experienced Tax & Accounting Senior to join their growing CPA firm in Sacramento. The ideal candidate will have a strong background in government agency compliance, nonprofit tax regulations, and individual taxation. This role offers the opportunity to work with diverse clients while developing expertise across multiple tax specializations in a collaborative professional environment.

• Tax Preparation & Compliance
  • Prepare and review complex individual, nonprofit, and government entity tax returns
  • Ensure compliance with federal, state, and local tax regulations
  • Research tax issues and provide technical guidance on complex matters
  • Review junior staff work and provide mentoring and training
• Government & Nonprofit Specialization
  • Prepare Form 990 series returns for nonprofit organizations
  • Handle government entity compliance including audits and special reporting requirements
  • Navigate tax-exempt status requirements and unrelated business income tax (UBIT)
  • Assist with Single Audit compliance and federal grant reporting
• Client Service & Management
  • Serve as primary contact for assigned client portfolio
  • Provide proactive tax planning and advisory services
  • Communicate complex tax concepts clearly to clients
  • Identify opportunities for tax savings and process improvements
• Practice Development
  • Participate in business development activities and client retention efforts
  • Stay current with tax law changes and continuing education requirements
  • Contribute to firm knowledge base and best practices
  • Support marketing initiatives and professional networking

• Bachelor's degree in Accounting, Finance, or related field
• 4-7 years of progressive tax and accounting experience
• Previous experience with government agencies and nonprofit organizations
• Strong knowledge of individual taxation (Forms 1040, 1041, 1065, 1120S)
• Proficiency in professional tax software (Drake, Pro Systems fx, or similar)
• Advanced Excel skills and general computer proficiency

• CPA license (California preferred) or CPA candidate
• Experience with Form 990 preparation and nonprofit compliance
• Knowledge of government auditing standards and federal compliance
• Experience with estate and trust taxation
• Familiarity with California state tax requirements
• Previous public accounting firm experience

• Strong analytical and problem-solving abilities
• Excellent written and verbal communication skills
• Detail-oriented with strong organizational skills
• Ability to manage multiple priorities and meet tight deadlines
• Leadership qualities and mentoring capabilities
• Client service orientation with professional demeanor

• Competitive salary commensurate with experience
• Comprehensive benefits package including health, dental, and vision insurance
• 401(k) plan with company matching
• Professional development and continuing education support
• CPA exam and licensing fee reimbursement
• Flexible work arrangements and work-life balance
• Performance-based bonuses and advancement opportunities
• Collaborative team environment in modern Sacramento office

• Seniority level:
  Mid-Senior level
• Employment type:
  
  Full-time
• Job function:
  Accounting/Auditing
• Industries:
  Accounting