Job Type:
*Must have CPA firm experience
Full time W2
Location: San Francicso CA - (financial district) On-Site
Responsibilities:
- Work directly with clients business owners and their controllers and apply professional knowledge to a variety of tax engagements.
- Unravel complex financial situations and find appropriate tax law to apply.
- Manage and review the prep work of Juniors and independently produce the more complex tax returns.
- Consult with the clients bookkeeping staffs on accounting policies and procedures and train the Firms Juniors as well.
- Proactively identify tax and accounting issues that could trigger an audit of the client and propose strategies to resolve them.
- In the event of an IRS audit Seniors will participate with the Partners in representing clients.
- Prepare financial and tax projections; develop tax strategies; provide clients with quarterly tax payments; review tax returns for high-net-worth individuals trusts corporations partnerships and estates; and ensure the accuracy of all filings.
- Managing one or two NPO audits planning and supervising audit field work and preparing financial statements and all disclosure requirements.
Qualifications :
- Strong desire to become a partner in a boutique tax practice.
- CPA or must be on track for CPA license.
- 5 years in tax work accounting financial analysis or similar preparatory work.
- A solid theory foundation and understanding of accounting and auditing including GAAP GAAS and SSARS.
- Ability to research tax rules accounting practices and audit procedures using direct-call outreach to sources as well as online resources.
- Advanced proficiency with CCH ProSystem fx QuickBooks and Excel online research skills using IRS law libraries BNA/CCH and other industry resource websites and strong general computer skills across Microsoft Office Suite time and billing software etc.
- Attention to detail error-free work product and disciplined procedures for documentation.
Additional Information :
- Excellent compensation and benefits package
- health insurance
- 401k MATCH 5%
- Reasonable busy season hours - 40 billable per week
- Great professional mentoring
- CPA exam coaching
- Succession plan is clear: to grow Partners from within to take over the practice
- Annual financial audit engagements are available for licensing hours
- Tax assignments ensure broad exposure to corporate partnership and personal returns and tax strategies
If you feel you have the necessary qualifications please forward a current copy of your resume and state your salary requirements.
Remote Work :
No
Employment Type :
Full-time