Prepare complex Tax Returns of varying complexities for businesses, individuals and trusts.
Research tax questions as necessary and Interface with IRS and other tax agencies regarding client issues and audits.
Provide timely, high quality client service and collaborate effectively and efficiently with all firm employees.
Our client is a boutique tax firm serving clients from many professions and fields, focusing on complex tax issues. They are seeking an Experienced Tax Senior / Preparer to be the next successful member of their growing firm and focus on serving clients for all their tax needs in addition to being a trusted advisor.
Prepare and review federal, state, and local tax returns for individuals and partnerships.
Identify, research, and resolve tax technical issues and assist with tax planning strategies.
Mentor junior team members and serve as a primary client contact for complex engagements.
BPM is a people-centered accounting firm driven by innovation and collaboration. They are recognized as one of the Bay Area's Best Places to Work with a regional presence and global capability.
Act as primary contact for client communication and manage relationships.
Collaborate effectively with all firm employees.
Our client is a boutique tax firm serving clients from many professions and fields, focusing on complex tax issues. Their focus is serving clients for all their tax needs in addition to being a trusted advisor, and they are seeking an experienced Tax Manager to join their growing establishment.
Integral to the tax planning of closely held businesses.
Apply tax expertise and understanding of laws to formulate recommendations.
Technical review of tax returns while collaborating with partners and clients.
Advantage Group is a retained search firm based out of the San Francisco Bay Area specializing in senior and executive level placements with stable and rapidly growing clients nationally. They have established deep relationships, some lasting over 20 years, with real decision makers.
Prepare US business tax returns including Forms 1120, 1120S, and 1065 under supervision with accuracy and compliance.
Work with client financial data such as trial balances, general ledgers, and depreciation schedules to support tax filing processes.
Track deadlines and support timely completion of tax cycles during peak filing periods while collaborating with senior tax professionals.
Jobgether is a company that uses AI-powered matching to connect candidates with job opportunities. It operates a distributed team and focuses on efficient, objective hiring processes.
Serve as the firm's primary technical tax resource, reviewing 450-550 tax returns annually and managing 1-2 Tax Managers.
Maintain direct client relationships and sign off on tax returns with full authority.
Collaborate with firm leadership on technical matters and process improvement to uphold the firm's reputation for excellence.
Agresta, Storms & O'Leary, PC is a full-service CPA firm providing assurance, tax, business consulting, and entrepreneurial accounting services to a diverse client base. The firm has approximately 40 full-time professionals and fosters a collaborative, family-friendly culture that values work-life balance.
Supporting global income tax accounting and compliance processes.
Preparing working papers and tax provisions for quarterly financial reporting.
Assisting with transfer pricing documentation and related-party charge calculations.
Kinaxis is a global leader in modern supply chain orchestration, powering complex global supply chains and supporting the people who manage them. They have grown to become a global organization with over 2000 employees around the world and are winners of several Top Employer awards globally.
Manage and review tax engagements for individuals, corporations, partnerships, trusts, and nonprofits
Supervise, train, and mentor 2-3 direct reports including senior accountants
Serve as primary client contact, building trusted advisor relationships
Agresta, Storms & O'Leary, PC is a full-service CPA firm providing assurance, tax, business consulting, and entrepreneurial accounting services to a diverse client base. The firm has approximately 40 full-time professionals and fosters a collaborative, family-friendly environment valuing work-life balance.
Help customers complete taxes using a tax preparation platform, providing advice and full-service return preparation.
Manage customer inquiries and document interactions to maintain accurate records.
Prepare and review federal and state individual 1040 tax returns with high accuracy and compliance.
InteLogix is a leading provider of integrated solutions, using technology to deliver exceptional customer experiences. With 19 global centers, they help 23 million people and their families navigate health, wealth, and HR complexities.
Prepare individual and business tax returns and meet with clients over video calls for tax consultations.
Own the end-to-end client experience including document collection, client communication, and building trust through expertise.
Share feedback with leadership and product teams to improve the product, processes, and overall customer experience as we scale.
April is the only embedded, year-round tax platform built to power smarter financial decisions. Their white-labeled tools bring real-time tax intelligence into the platforms people already use. They focus on helping users understand the impact of financial activities.
Prepare federal and applicable state returns for small business customers.
Review customer documents and identify missing information.
Communicate directly with customers and explain tax concepts.
BenchTax is building an in-house U.S. tax preparation and review function focused on quality, turnaround time, customer experience, accountability, and cost control. We are hiring experienced U.S. tax professionals to support small business customers across common filing types.
Prepare federal and applicable state returns for small business customers.
Review customer documents, bookkeeping records, year-end financials, prior-year returns, and supporting schedules before preparing the return.
Communicate directly with customers when information is needed and conduct draft review calls explaining the return.
BenchTax is building an in-house U.S. tax preparation and review function focused on quality, turnaround time, customer experience, accountability, and cost control. They are hiring experienced U.S. tax professionals to support small business customers across common filing types.