Jobs
>
Dana Point

    Sr. Tax Accountant - Dana Point, United States - Staffing Solutions

    Staffing Solutions
    Staffing Solutions Dana Point, United States

    Found in: Betterteam US S2 T2 - 3 weeks ago

    Default job background
    Full time
    Description
    As a Sr. Tax Accountant, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. The ideal candidate is someone with a minimum of 5-7 years of experience in tax preparation as either a Sr. Tax Accountant or strong tax senior. Someone who can prepare returns, review returns and be engaged in highly complex projects.

    This is a direct hire position, and the salary range is 100 to 150K DOE.

    The firm consists of approximately 5 professionals (with average employee tenure of 12 years) and serve very high net wealth clients and have bee in business since 2005 and the secret to their success stems from:
    • Treating our people well
    • Establishing reasonable billable goals
    • Regularly organized weekly team meetings to collaborate on project priorities, commitments and proactive communications with clients
    • Providing a 100% work remote environment
    • Provide competitive benefits and compensation
    • Supporting personal growth initiatives both monetarily and an investment of time in one another
    • Adhering to detailed value systems while also understanding that there is the "ideal" and the "real" world in which we operate
    • Serving and vetting our clients
    • Being responsive problem solvers and timely communicators
    • Not overcommitting
    • Holding them accountable for their roles and responsibilities
    • Routinely enhancing the complexity of our client base while systematically transferring clients that are not a proper fit for our firm

    About the Position:
    We are seeking critical thinkers and problem solvers. The primary role, in this position, will be tax centric with the desire to leverage this person into other consultative roles as required from time to time (see Our Matters below). The tasks will include the preparation, review and tax planning for various taxpayers (individuals, corporations,
    partnerships and estates and trusts).

    Key critical skill sets and/or experience is below:
    • A minimum of (6) years of experience and an active CPA license
    • Quickly understand or adapt to remote working environments
    • Communicate well with clients and staff and follow up and pro-actively communicate problems encountered in the tax preparation and planning processes (absolute bare minimum skill set).
    • The successful candidate must have a minimum of (4) years directly interfacing with clients without supervision.
    • Project management skills and the ability to discern the right time and/or person(s) to bring into a given matter
    • Ability to use software help-related manuals and conduct research and work independently before prematurely engaging other team-members
    • Strong excel and workpaper organizational skills
    • Strong accounting skills. Must have a minimum strong working knowledge of trial balances, general ledgers and Quickbooks.

    Our Clients:
    Are generally very wealth and highly influential individuals residing in Southern California. Our clients generally have multiple businesses and tax entities and are working with multiple other high-profile advisors to accomplish their financial objectives. They are appreciative and respectful and trustworthy. The industry-focus of our practice includes manufacturing and real estate oriented businesses that are the by-product of our clients' life-time efforts. Our client tenure is extremely high with a significant volume of clients having been with the firm since its
    founding in 2005. We also serve non-recurring clients in the transactional arena and litigation support
    service. We work with a number of high-profile attorneys and legal and tax matters.

    Our Matters:
    We have worked and/or performed the following types of services and have niche based services in the following areas:
    • Tax Matters
    • General tax planning and preparation
    • Complex tax research
    • International tax matters
    • Qualified Opportunity Zones
    • Tax Credits (R&D, WOTC, R&D & Energy)
    • Litigation matters
    • Taxpayer representation
    • Consulting Matters
    • Assist and oversee ERP implementations
    • Assist and oversee Financial Reporting implementations
    • Controllership & CFO type services
    • Due diligence for M&A Transactions
    • Business Valuations
    • Contract interpretation/advisement related to accounting and tax matters
    • Litigation Matters
    • Federal & State court appearances
    • Court appointments as independent accountants
    • Arbitrations & Mediations
    • Settlement resolution and case assessment
    • Forensics & Investigation
    • Damages, rebuttal, and expert witness testimony re: same

    The ideal candidate will have a desire and appetite to participate in one or more of the above services and/or expand into an area of their personal choosing subject to firm opportunity.

    Our Staff Possess these Minimum Personality Traits:
    • Tenacity and attention to detail
    • Client-service oriented and focused
    • Direct, respectful, open and honest communication
    • Strong research and presentation skills
    • The desire to grow personally and challenge themselves in all aspects of their work and personal lives
    • Invest in one another and the team to help their peers achieve the same
    • Over-achievers and team-players
    • A strong-value system and shared vision and a desire to share their opinions
    • Strong organizational skills
    • Strong follow-up and a commitment to bring projects to successful completion

    The Resources and Technologies We Employ
    We work or use the following resources:
    • A Citrix-based-cloud environment from the comfort of our homes
    • Using Microsoft Teams for internal meetings
    • Zoom for external meetings
    • ShareFile for the exchange of documents
    • Comprehensive libraries from RIA, Spidell (Treaties, Practitioner Guides, Case Law & References)
    • Comprehensive libraries and applications for forensics, valuations (BV Resource,
    • Team Analytics & numerous treaties)
    • Physical environments of (2) or more screens
    • Quickbooks Desktop and Quickbooks Online
    • Microsoft Office
    • Thomson Reuters-based environment. We use Practice CS, Planner CS, Fixed Assets CS, Ultra Tax CS and Workpapers CS
  • Regal Executive Search

    Accountant Tax

    Found in: Lensa US 4 C2 - 1 day ago

    Regal Executive Search Lake Forest, United States

    Job DescriptionTax AccountantWe are a full-service Certified Public Accounting and Business Consulting firm in Lake Forest seeking to fill a full-time staff tax accountant position.Primary responsibility will be the preparation of individual, corporation, and partnership income t ...

  • Regal Executive Search

    Accountant Tax

    Found in: Lensa US 4 C2 - 21 hours ago

    Regal Executive Search Lake Forest, United States

    Job Description · Tax Accountant · We are a full-service Certified Public Accounting and Business Consulting firm in Lake Forest seeking to fill a full-time staff tax accountant position. · Primary responsibility will be the preparation of individual, corporation, and partnersh ...

  • Frazer, LLP

    Tax Accountant

    Found in: Lensa US 4 C2 - 12 hours ago

    Frazer, LLP Anaheim, United States

    Tax Accountant: CA licensed CPA w/ min of Masters deg. in Professional Accountancy. Prep tax returns, annual reports, & fin statements for clients; Anlyz clients finances & provide advice; Provide tax projections; Verify & adjust journal & ledger entries; Report to clients re: fi ...

  • Frazer, LLP

    Tax Accountant

    Found in: Lensa US 4 C2 - 4 days ago

    Frazer, LLP Anaheim, United States

    Tax Accountant: CA licensed CPA w/ min of Master's deg. in Professional Accountancy. Prep tax returns, annual reports, & fin statements for clients; Anlyz client's finances & provide advice; Provide tax projections; Verify & adjust journal & ledger entries; Report to clients re: ...

  • Clean Energy

    Tax Accountant

    Found in: Lensa US 4 C2 - 1 day ago

    Clean Energy Newport Beach, United States

    Company Mission · Clean Energy is changing the way the world fuels its vehicles. Reducing pollution from the transportation industry is an important goal for our nation, and we at Clean Energy know just how realistic and attainable that goal is with natural gas fuel. · Our comp ...

  • Frazer, LLP

    Tax Accountant

    Found in: Lensa US 4 C2 - 8 hours ago

    Frazer, LLP Anaheim, United States

    Tax Accountant: CA licensed CPA w/ min of Masters deg. in Professional Accountancy. Prep tax returns, annual reports, & fin statements for clients; Anlyz clients finances & provide advice; Provide tax projections; Verify & adjust journal & ledger entries; Report to clients re: fi ...

  • CV Resources

    Tax Accountant

    Found in: beBee S2 US - 3 weeks ago

    CV Resources Irvine, United States

    CV Resources has partnered with a successful CPA firm in Irvine that is seeking a Tax Accountant to join their team This role will involve frequent client communication. · Duties: · Preparation of tax returns · Interaction with and management of various clientele · Tax Research, ...

  • Toshiba America Business Solutions

    Senior Tax Accountant

    Found in: Lensa US 4 C2 - 17 hours ago

    Toshiba America Business Solutions Lake Forest, United States

    Senior Tax Accountant - Indirect Taxes · Salary Range: $80,000.00 to $94,000.00 depending on experience. · Toshiba America Business Solutions, Inc. (TABS) has an exciting Senior Tax Accountant - Indirect Taxes opportunity at our Lake Forest, CA headquarters. Join Toshiba a global ...

  • CV Resources

    Senior Tax Accountant

    Found in: Indeed US C2 - 5 days ago

    CV Resources Irvine, United States Full time

    CV Resources has partnered with a *successful CPA firm in Irvine, California* that is seeking a *Senior Tax Accountant* to join their team This is a *fully remote opportunity.* · *Duties:* · * Preparation and review of tax return schedules and workpapers · * Interaction with and ...

  • Archetype Permanent Solutions

    Tax Staff Accountant

    Found in: Lensa US 4 C2 - 2 days ago

    Archetype Permanent Solutions Irvine, United States

    Join the team at a well-established, expanding CPA firm dedicated to delivering top-notch services tailored to meet clients' needs. The firms wide range of services includes assurance, tax, accounting, consulting, and specialized services. If you're seeking a fulfilling career in ...

  • Regal Executive Search

    Senior Tax Accountant

    Found in: Lensa US 4 C2 - 2 days ago

    Regal Executive Search Irvine, United States

    Irvine , CA · Job Description · R&D Tax Senior Associate · Summary: · Our client is a full service public accounting firm that has embraced entrepreneurs, CEOs and founders for their visionary and independent spirits and they specialize in serving their accounting, tax and spe ...

  • Entech Network Solutions

    Tax Manager Accountant

    Found in: Lensa US 4 C2 - 5 days ago

    Entech Network Solutions Irvine, United States

    Tax Manager Accountant · Location: Irvine, California · Salary: $130K-$160K · Tax Manager Accountant is responsible for management and review of tax preparation, tax research, and planning with minimal supervision. This position will also work directly with clients and supervise ...

  • Sterling Freeman

    Senior Tax Accountant

    Found in: Lensa US 4 C2 - 4 days ago

    Sterling Freeman Irvine, United States

    "Our clients bring the most interesting and challenging opportunities with International, pre-IPO preparation, and ultra and high net-worth client complexities. They are leaders in industries such as technology, biotechnology, manufacturing, or health care. With us, you'll find a ...

  • Regal Executive Search

    Senior Tax Accountant

    Found in: Lensa US 4 C2 - 2 days ago

    Regal Executive Search Irvine, United States

    Irvine , CA · 92618 · Job Description · Senior Tax Accountant · Corporate Tax Services – Irvine, California · About Us: · West Coast regional accounting firm with over 70 professionals, serving clients in multiple cities · Our Corporate Tax Services group serves more than on ...

  • E.g. Sanchez & Associates Cpas

    Senior Tax Accountant

    Found in: Lensa US 4 C2 - 1 day ago

    E.g. Sanchez & Associates Cpas Murrieta, United States

    Job Description Job Description We are looking for a highly motivated individual as a Senior Accountant in our tax department at E.G. Sanchez & Associates, CPAs. The desired applicant should have 5+ years of professional experience in Business Tax, knowledge preparing all federal ...

  • E.G. Sanchez & Associates, CPAs

    Senior Tax Accountant

    Found in: Lensa US 4 C2 - 21 hours ago

    E.G. Sanchez & Associates, CPAs Murrieta, United States

    Job Description · Job Description · We are looking for a highly motivated individual as a Senior Accountant in our tax department at E.G. Sanchez & Associates, CPAs. The desired applicant should have 5+ years of professional experience in Business Tax, knowledge preparing all f ...

  • Archetype Permanent Solutions

    Tax Staff Accountant

    Found in: ZipRecruiter Test10S US C2 - 9 hours ago

    Archetype Permanent Solutions Irvine, United States

    Job Description · Job DescriptionJoin the team at a well-established, expanding CPA firm dedicated to delivering top-notch services tailored to meet clients' needs. The firms wide range of services includes assurance, tax, accounting, consulting, and specialized services. If you' ...

  • Century Group

    Senior Tax Accountant

    Found in: Lensa US 4 C2 - 21 hours ago

    Century Group Lake Elsinore, United States

    Our client is looking for a Senior Tax Accountant for a hybrid role in their Westlake Village, CA office. Exact compensation may vary based on skills, experience, and location. Expected starting base salary $50 to $52 per hour. · What They're Looking For · Income tax and multis ...

  • RES Consultant Group

    Remote Tax Accountant

    Found in: Lensa US 4 C2 - 2 days ago

    RES Consultant Group Irvine, United States

    Nationally ranked CPA firm is hiring REMOTE/HYBRID tax professionals who have experience working with insurance company clients, and/or strong C-Corp experience. This a great opportunity to advance your tax career in this space, or learn a niche. Recent CPA firm experience is a m ...

  • Hire Resolve

    Staff Tax Accountant

    Found in: ZipRecruiter Test10S US C2 - 9 hours ago

    Hire Resolve Irvine, United States

    Job Description · Job DescriptionHire Resolve's client is a leading accounting firm located in Irvine CA. They are currently seeking a dedicated and detail-oriented Staff Tax Accountant to join their team. As a member of the team, you will have the opportunity to work on a variet ...