Tax Accountant jobs in California

Tips: Provide a summary of the role, what success in the position looks like, and how this role fits into the organization overall.

Responsibilities

·        Preparation of advanced Federal and state income tax returns and other relevant tax engagements including forms 1120, 990

·        Perform an in-depth taxable income analysis for each client to distinguish between taxable and non-taxable income items between different income tax return filing options

·        Responsible for performing a first review of tax returns prepared by staff

·        Identify and assess potential tax issues for clients, communicate with tax manager, and then discuss the resolution of those issues with the client in a professional manner

·        Perform advanced tax research procedures and prepare internal Tax Memorandums

·        Prepare and file extensions for clients

·        Utilize internally run reports to assist tax managers manage workflow to ensure timely preparation and delivery to clients

·        Manage and communicate with managers regarding the electronic filing submission process, deadlines and status

·        Demonstrate a willingness to operate both independently and collaboratively towards meeting the firm’s various deadlines and goals including proactive monitoring of filling status and workflow

·        Fully understand and accurately complete the tax schedules and workpapers

·        Ability to calculate tax expense and tax liabilities without completing the firm’s pre-set workpapers

·        Train/mentor staff

·        Provide timely feedback to managers re: workpaper effectiveness, training needs, staff evaluations, client issues

·        Actively pursue new ways of streamlining and enhancing firm processes

Qualifications

·        Excellent oral and written communication skills

·        Utilizes professional judgment and shows the capacity to think both critically and independently

·        Be self-driven and self-managed

·        The ability to develop a fundamental understanding of how an association operates and a comprehension of the various relevant terminology (e.g., formation, budgets, reserve studies, fund accounting, boards, management company relationships, etc.)

·        The ability to lead and actively engage the team

Required education and experience

• Degree in accounting or related field with accounting experience 
• Excellent attention to detail
•  2-5 years experience

Preferred education and experience

• 4-year degree in Accounting or related field with emphasis on accounting
• Knowledge of association accounting principals
• Valid CPA