Tax Senior (remote) at Swell Recruit Accounting & FinTech | Torre
You'll shape client success and mentor future tax leaders in a prominent firm.
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Full-time

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Posted 3 months ago

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Job TitleTax Senior (fully remote)LocationLos Angeles, CACompany OverviewWe are a well-established CPA firm with over 150 employees and a prominent presence in Los Angeles, spanning four strategic locations. As a leading provider of comprehensive tax, accounting, and advisory services, we are seeking a dynamic and skilled Tax Senior to join our team.Key CompetenciesTax Compliance and Review:Prepare HRIS and Axcess timesheets, Excel To-Do lists, and other relevant documentation.Achieve monthly and annual charge hour goals through efficient and accurate tax preparation and review.Review Form 1099s, sales tax returns, business property statements, and business licenses to ensure accuracy and compliance.Tax Return Review:Review intermediate-level C-Corporation, Partnership, S-Corporation, Personal, Non-Profit, and Trust tax returns.Engage in Corporate and Personal tax planning, providing valuable insights to clients.Organizational Management:Manage and maintain control lists and deadlines, ensuring timely filing and reporting.Assist in tax audits and support planning and supervision of compilation, review, and audit engagements.Leadership and Training:Participate in mentoring programs, offering guidance and support to junior staff members.Facilitate in-house training sessions and meetings, providing one-on-one feedback to enhance team skills.Client Interaction:Communicate and meet with clients regarding current services, assisting with new client proposals and initial engagement meetings.Participate in firm recruiting events and outreach activities aimed at attracting future clients.Billing Process:Assist in the billing process by analyzing Work in Progress (WIP) and providing accurate invoice totals.Knowledge and Skills RequirementsTax Expertise:Solid understanding of tax form schedules, entity type setup, formation and dissolution, retirement plan options, foreign entity reporting, section 1031 exchanges, basic foreign/multistate returns, POL, PAC, LM2 tax returns, and specialized tax credits.Continued Education:Actively participate in intermediate/advanced continued education and contribute to the development of in-house training courses.Research and Software Proficiency:Ability to conduct intermediate individualized research.Familiarity with accounting-related software, including CFS, AME, CSA, QuickBooks, T-value, Adobe Acrobat, Prosystems Engagement, Checkpoint Tools, and Axcess Tax.Technology and Communication:Working knowledge of the Microsoft Office Suite.Strong written and verbal communication skills.If you are a Tax Professional with a proven track record in tax compliance, review, and client interaction, and if you are ready to contribute to a dynamic CPA firm in Los Angeles, we invite you to apply. Join our team and play a vital role in delivering exceptional tax services to our diverse client base.
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