Seeking a Senior Tax Accountant to join our team. We offer tax and financial planning services and our office is located on Ventura Blvd. in Sherman Oaks, California. Our business focus is on delivering professional and proactive tax and financial planning services to each of our clients. We seek a highly-motivated candidate looking to work as a team player in a fast-paced environment with the opportunity to grow with the firm. Our aim is to develop each professional into a solid tax and financial planning advisor who will work to strengthen our existing client relationships and help manage new business.
Assume tax preparation responsibility for more complex business returns
Review individual and LLC tax returns, 1099s, business license renewals, etc.
Assist in quarterly and annual income tax planning for individuals and pass-thru business entities
Identify and resolve complex tax issues and respond to IRS/FTB Notices with minimal supervision
Prepare/Track Existing ISO and NQSO schedules to track basis and for planning purposes
Prepare multi-state returns with income sourcing/allocations
Perform tax research projects accurately and efficiently
Communicate clearly and succinctly with clients via telephone and email
Maintain continuing education requirements focusing on specific areas of taxation and planning that are of particular interest in you
Assist in administrative duties as required
Be proactive in helping the firm become more efficient in all areas
Show initiative, self-monitor client projects/tax deadlines, and work as a team player at all levels
Candidate Education and Experience Requirements:
Bachelor’s Degree in Accounting, Finance or related field is required
4+ years of prior work experience with a public accounting firm in taxation is required
Licensed CPA is required
Must be detail-oriented with strong work-paper technique
Demonstrate knowledge and proficiency in technical income tax areas focused on Trust (Form 1041), Gift, S-corporation, LLCs and multi-state individual taxation
Experience in taxation issues related to high net worth individuals and families, real estate investors, executive stock options, tax-exempt organizations and owners of closely-held businesses is preferred
Experience with taxation software including Lacerte and BNA 50-State Income Tax Planner software is preferred
Proficiency in Microsoft Office Products including Word and Excel is required
Overtime and Saturday availability during various income tax deadlines is essential
Salary is based on level of experience.
We offer health insurance, HRA, life insurance, SIMPLE IRA with employer match, paid holidays, paid vacation, continuing education, bonus and other small business benefits.
Numbers & Facts
Location
Sherman Oaks, CA
Skills
Accountingunmatched
Administrative Skillsunmatched
Certified Public Accountant (CPA)unmatched
Communication Skillsunmatched
Customer Relationship Management (CRM)unmatched
Detail Orientedunmatched
Financeunmatched
Financial Planningunmatched
Financial Servicesunmatched
High Net Worthunmatched
ISO (International Organization for Standardization)unmatched
Income Taxunmatched
Microsoft Excelunmatched
Microsoft Officeunmatched
Microsoft Product Familyunmatched
Microsoft Wordunmatched
Problem Solving Skillsunmatched
Project Trackingunmatched
Public Accountingunmatched
Real Estateunmatched
State Taxunmatched
Tax Accountingunmatched
Tax Planningunmatched
Tax Returnsunmatched
Tax Softwareunmatched
Team Playerunmatched
Time Managementunmatched
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