RES Consultant Group
Senior Tax Accountant, CPA - Hybrid
RES Consultant Group, San Diego, California, United States, 92189
Our client is a niche CPA firm focusing on high-net-worth individuals and professional athletes. They provide services well beyond their client expectations, including complete accounting, tax and advisory services to a variety of individuals and businesses.
They are currently seeking a Senior Tax Accountant with five to seven years’ experience in public accounting with a minimum of four years as a staff accountant or equivalent.Job Responsibilities:Prepare and review: Federal, multi-state, and international tax returns for complex business entities, high-net-worth individuals, trusts, and estates.Correctly prepare advanced corporate, individual, partnership, fiduciary, and other tax returns with little supervision.Conduct preliminary review of tax returns prepared by others and provide preliminary feedback.Know and understand the Firm’s policies and procedures.Correctly and consistently perform assigned accounting procedures.Provide assistance and training to staff members.Provide insightful and correct advice on intermediate financial and accounting matters.Accurately interpret moderately difficult data and provide detailed information to management as needed, adeptly handle initial preparation and monitor budgets for client engagements.Skillfully review own work product before sending to others for review, resulting in a consistently high quality work product with few review notes.Keep manager informed of all important developments in client engagements.'Understand advanced tax code sections and regulations and apply them correctly and consistently.Regularly read industry newsletters and attempt to stay current on tax legislation and interpretations.
Understand how changes may affect client engagements and planning.Understand and apply tax planning techniques and make recommendations for specific clients.Display high proficiency at tax and accounting research techniques.Possess a thorough knowledge of the reference resources available to the Firm and be able to find the best resource quickly.Project manages one or more client assignments simultaneously, ensuring overall success of each project.Identifies client’s needs/opportunities in order to sell/cross-sell products or services.Establishes work schedules through effective use of project management techniques.Shares and transfers knowledge within the team.Develops deeper knowledge and skills in technical field and starts to develop a specialization.Actively pursues self-development opportunities in line with the competency model.Builds and nurtures strong working relationships with client management and peer client levels.In consultation with the assignment manager organizes and controls multiple responsibilities and resources to achieve assignment objectives.Manages the implementation of solutions for clients.Advises and coaches team members, provides consistent recognition and encouragement to team members, and sets an example by demonstrating high energy levels and enthusiasm.Works as an effective team member to complete project components and assignment tasks.Successfully directs and maintains a motivated and empowered work team.Performs a detailed review of the team’s work to ensure quality, thoroughness and completion of assignment tasks within agreed time frames.Identifies opportunities to improve assignment profitability and identifies any risk management issues.Actively supports new initiatives.RequirementsAccounting degree (or equivalent course work)CPA licenseMinimum of 5 years in public accounting and tax preparation.Location: Prefer candidate to live in or around San Diego County in order to attend meetings and training in-person.Proficiency in pertinent IRC sections and regulations.Experience with Estate & Trust is a plus!.High proficiency in QuickBooks, PCS, UltraTax, Sureprep, GEMS, Word, EXCEL, and Outlook.Able to solve technical issues and introduce new methods for improving technical output.BenefitsCompetitive PayFlexible ScheduleGenerous Paid Time OffCasual DressBeachfront community, picturesque office & the flexibility to work remotelyMedical, Dental & Vision401k retirement with employer matchingContinuing education, license/dues, and tuition reimbursement programsShort-term/long-term disability and life insuranceTHE BENEFITS & PERKS DON’T STOP THERE!a launching pad for your career that offers unhindered potential for professional growthchallenging and thought-provoking work with access to top professionalsvariety in your workopportunities to give back to the communityfun team outings!If you feel you have the necessary qualifications, please forward a copy of your resume and state what you are expecting for salary with this role.
They are currently seeking a Senior Tax Accountant with five to seven years’ experience in public accounting with a minimum of four years as a staff accountant or equivalent.Job Responsibilities:Prepare and review: Federal, multi-state, and international tax returns for complex business entities, high-net-worth individuals, trusts, and estates.Correctly prepare advanced corporate, individual, partnership, fiduciary, and other tax returns with little supervision.Conduct preliminary review of tax returns prepared by others and provide preliminary feedback.Know and understand the Firm’s policies and procedures.Correctly and consistently perform assigned accounting procedures.Provide assistance and training to staff members.Provide insightful and correct advice on intermediate financial and accounting matters.Accurately interpret moderately difficult data and provide detailed information to management as needed, adeptly handle initial preparation and monitor budgets for client engagements.Skillfully review own work product before sending to others for review, resulting in a consistently high quality work product with few review notes.Keep manager informed of all important developments in client engagements.'Understand advanced tax code sections and regulations and apply them correctly and consistently.Regularly read industry newsletters and attempt to stay current on tax legislation and interpretations.
Understand how changes may affect client engagements and planning.Understand and apply tax planning techniques and make recommendations for specific clients.Display high proficiency at tax and accounting research techniques.Possess a thorough knowledge of the reference resources available to the Firm and be able to find the best resource quickly.Project manages one or more client assignments simultaneously, ensuring overall success of each project.Identifies client’s needs/opportunities in order to sell/cross-sell products or services.Establishes work schedules through effective use of project management techniques.Shares and transfers knowledge within the team.Develops deeper knowledge and skills in technical field and starts to develop a specialization.Actively pursues self-development opportunities in line with the competency model.Builds and nurtures strong working relationships with client management and peer client levels.In consultation with the assignment manager organizes and controls multiple responsibilities and resources to achieve assignment objectives.Manages the implementation of solutions for clients.Advises and coaches team members, provides consistent recognition and encouragement to team members, and sets an example by demonstrating high energy levels and enthusiasm.Works as an effective team member to complete project components and assignment tasks.Successfully directs and maintains a motivated and empowered work team.Performs a detailed review of the team’s work to ensure quality, thoroughness and completion of assignment tasks within agreed time frames.Identifies opportunities to improve assignment profitability and identifies any risk management issues.Actively supports new initiatives.RequirementsAccounting degree (or equivalent course work)CPA licenseMinimum of 5 years in public accounting and tax preparation.Location: Prefer candidate to live in or around San Diego County in order to attend meetings and training in-person.Proficiency in pertinent IRC sections and regulations.Experience with Estate & Trust is a plus!.High proficiency in QuickBooks, PCS, UltraTax, Sureprep, GEMS, Word, EXCEL, and Outlook.Able to solve technical issues and introduce new methods for improving technical output.BenefitsCompetitive PayFlexible ScheduleGenerous Paid Time OffCasual DressBeachfront community, picturesque office & the flexibility to work remotelyMedical, Dental & Vision401k retirement with employer matchingContinuing education, license/dues, and tuition reimbursement programsShort-term/long-term disability and life insuranceTHE BENEFITS & PERKS DON’T STOP THERE!a launching pad for your career that offers unhindered potential for professional growthchallenging and thought-provoking work with access to top professionalsvariety in your workopportunities to give back to the communityfun team outings!If you feel you have the necessary qualifications, please forward a copy of your resume and state what you are expecting for salary with this role.