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Creative Financial Staffing

Creative Financial Staffing | Senior Tax Accountant CA | mountain view, ca

Creative Financial Staffing, Mountain View, California, United States,


Due to Growth! Learn a variety of returns. Tax Senior Accountant will be responsible for preparation and completion of work papers and client tax returns.

KEY DIMENSIONS

Prepare all tax deliverables through assignment of returns and related filings (extensions, etc) for assigned clients/entities; modify deliverables upon review by Manager.

Provide detailed focus on assigned projects, and alert the Manager of technical tax issues that may arise; participate in discussions regarding resolution of tax issues

Begin to learn and apply our comprehensive approach by identifying potential tax issues and coming up with possible solutions to review with Tax Manager

Deliver timely and quality work products, i.e. tax returns and work papers that meet or exceed internal Manager and external client expectations. Apply tax knowledge to individual client situations

Develop ability to research technical tax issues and assist client service team in forming conclusions related to complex tax issues

Support management of existing client revenue through review of work in progress (WIP's) and preparation of billings for special projects/consulting services provided to the client

Begin to form initial networks of internal and external (attorneys and brokers) parties to form strong working relationships that may grow existing business and/or lead to development of new business opportunities

Mentor and help Managers train and supervise tax associates

Develop tax knowledge by applying technical skills to assigned projects under direct guidance from the Manager. This individual gains an understanding of the client's financial, business and family goals

Prepare tax deliverables: multitasking preparation of work papers, input of data to tax return software program, i.e. Go Systems and printing of all applicable filings/returns for review by the Tax Manager.

Ensure accuracy of all tax deliverables and consistency of the design and content of presentations and work papers

KNOWLEDGE AND SKILLS

BA/ degree in Fin, Econ, Business, Accounting preferred ,

MBA or MST a plus; CPA desirable. 3 plus yrs exp dealing with individual, fiduciary and entity tax compliance and tax issues. Strong accounting and analytical skills, basic knowledge concerning investments and financial & estate planning

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