Senior Tax Associate - San Francisco, CA

Senior Tax Associate - San Francisco, CA

San Francisco, California, United States

The Role

The Tax Services Division is looking for a dedicated Senior Tax Associate with a minimum of five (5) years of experience. This position provides room for advancement and growth in a fast-paced and challenging environment.

Core Responsibilities

• Prepare and review federal, state, and local tax documents.
• Conduct research on new or complex tax issues, and prepare corresponding memorandums to support conclusions.
• Communicate with client personnel regarding deadlines, the status of engagement completion, and requests for information needed to complete engagements.
• Update job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations.

Education and Qualifications

• Bachelor's Degree in Accounting or related course of study.
• CPA license is preferred but not required.
• Master's Degree in Taxation a BIG PLUS.

Experience

• At least five (5) years of tax experience in a public accounting firm or equivalent experience.
• Public Accounting: Two (2) years (Preferred).
• Prior experience with stock option, trust, non-profit, estate, and gift taxation experience is highly preferred.

Knowledge, Skills, and Abilities

• Self-starter and successful in a team-oriented setting.
• Solid understanding of basic accounting and tax practices.
• Highly motivated, with exceptional organizational skills, and excellent attention to detail.
• Proficient in Microsoft Office programs, especially Excel.
• Excellent written and verbal communication and interpersonal skills.
• Ability to successfully manage multiple engagements and time constraints.

Working Environment

• Frequent performance feedback.
• Routine in-house CPE, company-paid off-site CPE, and higher education reimbursement.
• Flexibility to set your own work schedules and work remotely to balance your work and personal life.
• Casual in-office attire which includes jeans any day of the week.
• Onsite gym and employee lounge.
• Open office concept with sit-to-stand workstations.
• Stocked break room, happy hours, and company events throughout the year.

Benefits

The Client offers highly competitive benefits to meet your needs. They advocate for preventative health and work-life balance and ensure their teams have appropriate support at the office and outside of work.

Well-Being

• Flexible work arrangements, including working remotely, so your well-being always comes first.
• Paid Time Off program.
• Time off for major holidays.
• Company-paid, long-term disability.
• Employee Assistance Program (EAP).

Health

• Medical, dental, and vision insurance (PPO and HMO).
• 100% covered health, dental, and vision insurance premiums for employees.
• Pre-tax health care reimbursement program.

Future

• 401(k) - 3% of your annual compensation contributed to your self-directed account whether you participate in our plan or not.
• Employer matching profit-sharing plan.
• Annual salary reviews.
• Regular performance reviews that focus on your self-evaluation and goal setting.
• Education and CPA license reimbursement.
• Regular technical training; CPA license hours.

Benefits List

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Vision insurance
• Work from home

This Client will consider qualified applicants, including those with criminal histories, in a manner consistent with San Franciscos Fair Chance Ordinance.

Due to the COVID-19 virus, caused by SARS-CoV2, this Client requires all staff to be fully vaccinated as a condition of employment. They will attempt to provide reasonable accommodations for qualified religious and medical reasons as designated under Title VII and the ADA.