Senior Tax Associate - San Francisco, CA

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.

For more information regarding your rights as an applicant, please visit https://xctr.net/Job-Seekers/