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Senior Accountant / Tax Manager

Senior Accountant / Tax Manager

AGSIUpland, CA, California, USA
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The Senior Accountant plays a critical role in delivering comprehensive tax and accounting services to a diverse client base. This position is responsible for preparing and reviewing tax returns across multiple entity types, conducting tax research, mentoring junior staff, and supporting various client service

functions. The ideal candidate will demonstrate strong technical expertise, attention to detail, and a client-first mindset.

Essential Duties and Responsibilities :

  • Prepare and review complex tax returns for individuals, corporations (C & S), partnerships, and LLCs
  • Conduct tax research and provide strategic tax planning and advisory services
  • Ensure compliance with all federal, state, and local tax regulations
  • Supervise and mentor junior accounting staff, reviewing work and providing training as needed
  • Maintain ongoing communication with clients to support relationship development and ensure service satisfaction
  • Perform administrative functions as needed, including scheduling, answering phones, document assembly, filing, and accepting payments

Required Qualifications :

  • Prior experience in public accounting or within a CPA firm
  • Strong understanding of federal and state tax codes applicable to various entity types
  • Ability to manage multiple projects and deadlines with minimal supervision
  • High level of attention to detail and accuracy
  • Excellent communication and interpersonal skills
  • Proficiency in accounting and tax preparation software preferred
  • Benefits :

  • 401(k) with company match
  • Health, dental, and vision insurance
  • Paid time off and sick leave
  • Opportunities for professional growth and advancement
  • Work Schedule :

  • Full-time, on-site position
  • Overtime expected during peak periods (e.g., tax season)
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    Senior Tax Accountant • Upland, CA, California, USA

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