Cain Watters & Associates, LLC
Senior Tax Associate
Cain Watters & Associates, LLC, San Francisco, California, United States, 94199
Summary/Objective
Indirectly reporting to the Tax Advisors, the Senior Tax Associate (aka "Senior Tax Analyst") is responsible for serving as an integral member in the tax department and ensuring the department creates and delivers accurate and timely tax returns and other tax products for the organization.
Essential Functions
Prepare various types of basic to complex tax returns (1040, 1041, 1120, 1120S and 1065)
Provide tax related services for clients (Personal Property Tax, Extensions, Estimated Payment Vouchers, Tax Notices, etc.)
Research as needed to respond to client questions and prepare tax returns accurately
Compare tax returns to tax projections prepared by in-house Financial Planners
Responsibilities and Duties
Participate in planning of workflow to ensure completion of assigned returns
Prepare complex partnership, corporate, individual and personal property tax returns
Client contact as needed to facilitate completion of tax issues
Internal contact as needed between various departments to facilitate completion of tax issues
Documentation of records and workpapers to firm's electronic file cabinet to ensure accurate, organized recordkeeping
Assist fellow department members in order for the department to complete annual tax season goal
Provide a resource to tax analysts and interns by way of training and/or mentoring
Daily use of multiple software programs for organization of workpapers, tax returns and workflow management
Analyze unaudited financial statements to determine adjustments necessary for accurate tax treatment
Prepare assigned returns in timeframe given in order to timely deliver tax returns to clients
This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.
Education and Experience
Bachelor’s degree or higher in Accounting, Tax, or related field
CPA eligible or EA eligible required
3+ years’ experience in public accounting or its equivalent
Thorough knowledge of tax laws
Strong communication, initiative, critical thinking, interpersonal and organizational skills
Ability to use Microsoft Office Suite, including Excel
Proficient in Adobe Acrobat
Preferred Education and Experience
Master's degree in Accounting or related field
CPA or EA certification preferred
Big four or large public accounting firm experience
ProSystem fx Tax (Axcess Tax), Engagement & BNA Income Tax Planner
Travel
No travel is expected for this position.
Work Environment
This job operates in a clerical, open-environment, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, printers, filing cabinets and fax machines. Upon management’s approval, remote work may be allowed using firm-approved office equipment. Correspondence with coworkers may be in person or through virtual means.
Physical Demands
This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.
Position Type and Expected Hours of Work
This is a full-time, exempt position. Typical days and hours of work are Monday through Friday 8 a.m. to 5 p.m. although additional hours may be required in order to complete work timely and accurately. Flexibility in hours is allowed based on management’s approval. The ability to work remotely is allowed based on management’s approval.
Job Compensation and BenefitsThrough our competitive compensation and benefits program, we seek to attract, retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change.
CompensationMinimum: $70,000 - Maximum: $85,000
Benefits
Competitive Salary
Employer Paid Medical, Short-Term Disability, Accident, Life and AD&D Insurance
Dental & Vision Insurance
Unlimited PTO
Firm-Paid Holidays, Including an Extended Winter Break
Safe Harbor 401k Plan
Generous Employer HSA Contributions
Employer Paid Professional Dues, Licenses/Renewals
Continuing Education Resources
Family Planning Assistance Program and Paid Parental Leave
CWA has consistently been recognized from rating services and publications such as:
Accounting Today – Top 100 Firms (2022, 2023)
Forbes - America's Best Tax & Accounting Firms (2022, 2023)
INSIDE Public Accounting - Top 100 Firms (2022, 2023)
INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022)
Dallas Morning News - Top Workplace (2022, 2023)
Accounting Today - Beyond Top 100: Firms to Watch (2020)
Accounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020)
INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020)
INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020)
Dallas Business Journal - Top Accounting Firms (2018)
Dallas Business Journal - Largest North Texas Accounting Firms (2011, 2012, 2013, 2014, 2015)
Dallas Business Journal - Top Ranked North Texas Wealth Management Firms (2011, 2012, 2013, 2014, 2015)
#LI-DNI
#J-18808-Ljbffr
Indirectly reporting to the Tax Advisors, the Senior Tax Associate (aka "Senior Tax Analyst") is responsible for serving as an integral member in the tax department and ensuring the department creates and delivers accurate and timely tax returns and other tax products for the organization.
Essential Functions
Prepare various types of basic to complex tax returns (1040, 1041, 1120, 1120S and 1065)
Provide tax related services for clients (Personal Property Tax, Extensions, Estimated Payment Vouchers, Tax Notices, etc.)
Research as needed to respond to client questions and prepare tax returns accurately
Compare tax returns to tax projections prepared by in-house Financial Planners
Responsibilities and Duties
Participate in planning of workflow to ensure completion of assigned returns
Prepare complex partnership, corporate, individual and personal property tax returns
Client contact as needed to facilitate completion of tax issues
Internal contact as needed between various departments to facilitate completion of tax issues
Documentation of records and workpapers to firm's electronic file cabinet to ensure accurate, organized recordkeeping
Assist fellow department members in order for the department to complete annual tax season goal
Provide a resource to tax analysts and interns by way of training and/or mentoring
Daily use of multiple software programs for organization of workpapers, tax returns and workflow management
Analyze unaudited financial statements to determine adjustments necessary for accurate tax treatment
Prepare assigned returns in timeframe given in order to timely deliver tax returns to clients
This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.
Education and Experience
Bachelor’s degree or higher in Accounting, Tax, or related field
CPA eligible or EA eligible required
3+ years’ experience in public accounting or its equivalent
Thorough knowledge of tax laws
Strong communication, initiative, critical thinking, interpersonal and organizational skills
Ability to use Microsoft Office Suite, including Excel
Proficient in Adobe Acrobat
Preferred Education and Experience
Master's degree in Accounting or related field
CPA or EA certification preferred
Big four or large public accounting firm experience
ProSystem fx Tax (Axcess Tax), Engagement & BNA Income Tax Planner
Travel
No travel is expected for this position.
Work Environment
This job operates in a clerical, open-environment, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, printers, filing cabinets and fax machines. Upon management’s approval, remote work may be allowed using firm-approved office equipment. Correspondence with coworkers may be in person or through virtual means.
Physical Demands
This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.
Position Type and Expected Hours of Work
This is a full-time, exempt position. Typical days and hours of work are Monday through Friday 8 a.m. to 5 p.m. although additional hours may be required in order to complete work timely and accurately. Flexibility in hours is allowed based on management’s approval. The ability to work remotely is allowed based on management’s approval.
Job Compensation and BenefitsThrough our competitive compensation and benefits program, we seek to attract, retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change.
CompensationMinimum: $70,000 - Maximum: $85,000
Benefits
Competitive Salary
Employer Paid Medical, Short-Term Disability, Accident, Life and AD&D Insurance
Dental & Vision Insurance
Unlimited PTO
Firm-Paid Holidays, Including an Extended Winter Break
Safe Harbor 401k Plan
Generous Employer HSA Contributions
Employer Paid Professional Dues, Licenses/Renewals
Continuing Education Resources
Family Planning Assistance Program and Paid Parental Leave
CWA has consistently been recognized from rating services and publications such as:
Accounting Today – Top 100 Firms (2022, 2023)
Forbes - America's Best Tax & Accounting Firms (2022, 2023)
INSIDE Public Accounting - Top 100 Firms (2022, 2023)
INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022)
Dallas Morning News - Top Workplace (2022, 2023)
Accounting Today - Beyond Top 100: Firms to Watch (2020)
Accounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020)
INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020)
INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020)
Dallas Business Journal - Top Accounting Firms (2018)
Dallas Business Journal - Largest North Texas Accounting Firms (2011, 2012, 2013, 2014, 2015)
Dallas Business Journal - Top Ranked North Texas Wealth Management Firms (2011, 2012, 2013, 2014, 2015)
#LI-DNI
#J-18808-Ljbffr