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Senior Tax Associate
Job Location:
Job Location:
El Dorado Hills, CA - USA
Yearly Salary:
USD 70000 - 140000
Yearly Salary:
Posted:
21 August 2026 (30+ days ago)
Posted:
Application Deadline:
18 November 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Benefits:
- IRA with employer match
- Dental insurance
- Health insurance
- Opportunity for advancement
- Paid time off
- Vision insurance
About BW&O CPAs
Beebout Williams & Olds CPAs is a growing tech-forward and mission-driven public accounting firm serving individuals and a range of businesses. We value innovation team collaboration and meaningful work.
Were obsessed with:
- Delivering exceptional client service
- Building a team culture of critical and analytical thinking with a growth mindset
- Leveraging technology to work smarter and keep up with the rapidly changing industry
Why this role exists
Our tax practice runs on pods: small teams led by a Tax Manager senior associates and associates including members of our global team each serving a defined group of clients. Seniors are the engine of a pod. You produce the work clients count on youre the first line of quality and youre the person associates learn from day to day.
Were growing and we need senior associates who take real ownership of their returns their deadlines their own development and the people coming up behind return you get direct on-the-job coaching from your manager firmwide learning and development programs and a clear runway toward review and management responsibilities.
This is the role where you grow from preparing returns into shaping them: planning ideas research client relationships and mentoring. If thats the career step youre looking for keep reading.
One thing to know up front: every technical role at BW&O is on a path to licensure and stepping into the manager track requires a CPA or EA. Not licensed yet Well back you exam fees reimbursed bonus when you pass but youll have a real timeline not a someday plan.
What youll actually own
What youll actually own
Not a task list. Real ownership:
- Prepare returns that hold up. Individual S corporation partnership exempt organizations and trust returns prepared accurately and ahead of deadline with workpapers your reviewer can trust and compliance risk minimized.
- Turn numbers into ideas. Interpret financial data monitor client trends and flag tax planning and optimization opportunities for your manager and clients. The best ideas here dont die in a email or meeting they become paid planning engagements and youll see yours get there.
- Do real research. Dig into changes in tax legislation and what they mean for clients contribute to research projects and help draft responses to the IRS and other tax authorities.
- Mentor the associates around you. Be the first stop for associates questions and help them build their compliance and strategy instincts.
- Build client relationships. Communicate clearly and professionally anticipate needs and deliver service that makes clients feel looked after.
- Own your workload. Manage concurrent deadlines and shifting priorities in Karbon and hit internal firm deadlines (time entry billing) without being chased. Your numbers on-time delivery review notes per return response times are visible in Karbon and you own them.
Your first 90 days
- Weeks 12: Get inside our systems: Karbon workflows prep and review standards and communication standards. Meet your pod and take your first returns into production.
- By day 30: Carry a full prep workload. Your workpapers are clean your self-review catches issues before your reviewer does and your deadlines are tracked in Karbon.
- By day 60: Take on more complex returns complete your first research project or tax authority response draft and start fielding questions from junior preparers.
- By day 90: Be trusted with some of your pods more complex work actively mentor at least one junior preparer and have clients who recognize you as a responsive point of contact.
And by month 12:
- Your returns move through review with fewer notes each season
- Youre the go-to for associates day-to-day questions
- Youve surfaced planning ideas that made it to clients
- Youre building the review and leadership skills that point toward the manager track
- Youve begun first-pass reviews of associate-prepared returns the first concrete step on the manager track
Who thrives here
- Intellectually curious. You want to know why not just which box to check and you enjoy digging into new legislation and gray areas.
- Accurate and efficient. Strong attention to detail disciplined self-review and work thats both right and on time.
- Organized under pressure. You prioritize a fast-paced varied workload and keep concurrent shifting deadlines moving without dropping anything.
- Coachable. You take constructive feedback well and visibly act on it. Thats how youll grow here.
- Team-first and professional. You collaborate keep a professional demeanor with coworkers and clients and make your pod a better place to work.
- Entrepreneurial. You build relationships naturally inside the firm and with clients and you take initiative rather than waiting for direction.
Qualifications
Required
- Bachelors degree preferably in accounting or finance
- 35 years of experience providing tax compliance and consulting services in public accounting or an appropriate balance of education and work experience
- Eligible to sit for the CPA exam and actively working toward a CPA or EA license
- Strong understanding of accounting and tax rules
- Excellent verbal and written communication skills
- Available to work evenings and weekends during peak tax season on an as-needed basis
Bonus points
- CPA license EA or law license
- Advanced degree in tax or accounting
- Intuit Lacerte tax software experience
- Experience with any of the following: affordable housing Low Income Housing Tax Credits (LIHTC) HUD real estate and developers partnerships housing authorities exempt organizations trusts or high-net-worth individuals and family groups.
Dont meet every single qualification
After reviewing this job posting are you hesitating to apply because you dont meet all the listed requirements At BW&O CPAs we are dedicated to building a workplace supported by unique perspectives and experiences so if youre excited about this role but your experience doesnt align perfectly with every qualification in the job description we still encourage you to apply. You may still be the right candidate for this or one of our other roles.
How we work & what we offer
How we work & what we offer
- Hybrid schedule anchored to our El Dorado Hills CA office
- Competitive base salary of $70000$140000 depending on experience. Non-Exempt classification with paid overtime during peak season.
- Paid time off holidays and comprehensive benefits including healthcare dental vision and IRA with employer match
- Direct on-the-job coaching and mentoring plus firmwide learning and development programs
- Still finishing your CPA or EA Exam fees reimbursed plus a bonus when you pass
- A pod structure that gives you real ownership early with a visible path toward review and management
How to apply
Send your resume and a brief note to with the subject line Senior Tax Associate Your Name. In your note tell us the types of returns you prepare and give us a specific example of a tax issue you researched and how you resolved it. We read every note and its the fastest way to stand out.
About the interview
We move quickly. Our process is two conversations then a decision.
- Video interview with our COO and Owner. We hit the ground running: an in-depth conversation about our firm our leadership and our goals for this position along with a deeper look at your experience and career goals.
- Second interview with our COO Owner and tax managers. We go deeper on your technical expertise and work through situational questions and youll meet some of the people youd work alongside.
- Offer. From there were ready to move.
Compensation: $70000.00 $140000.00 per year
Flexible work from home options available.
Compensation: $70000.00 - $140000.00 per year
Pioneering a New Path Forward:
Your Career in Accounting Starts Here
At Beebout Williams & Olds (BW&O CPAs) we are not just an accounting firm; we are changing the landscape of traditional accounting services. We seek to hire individuals who resonate with our core values thrive on fostering enduring relationships and are brimming with innovative ideas that challenge the status quo. Our client approach is a commitment to excellence diversity of expertise and the relentless pursuit of providing unparalleled value to our clients. Our team is a group of passionate professionals dedicated to exceeding expectations and driving growth not only for our clients but for our people too.
Here your career is more than a jobits an opportunity to shape the future of accounting in the greater Sacramento area and beyond. Join us and be part of a team where your contributions are valued and your professional growth is a shared priority
Required Experience:
Senior IC
About Company
At Beebout, Williams, and Olds Certified Public Accountants, we offer personalized and strategic services designed to meet your unique needs, whether you're a individual, a nonprofit, or a business. Our team of CPAs and Accounting experts can identify opportunities to create tax-savi ... View more
