Job Description
Job Description
We are looking for a skilled Staff Tax Accountant to manage and oversee tax-related engagements for a diverse range of clients in the financial services industry. Based in San Diego, California, this role offers an opportunity to work with individuals across various sectors, including entertainment, real estate, healthcare, and retail. If you are passionate about providing expert tax advice and building lasting client relationships, we encourage you to apply.
Responsibilities :
- Prepare and review tax filings for individuals, corporations, partnerships, fiduciaries, and non-profit organizations.
- Manage all phases of tax and accounting engagements, including research, planning, consulting, bookkeeping, and creating financial statements.
- Conduct thorough tax research and provide strategic planning solutions to clients.
- Build and maintain strong, detail-focused relationships with clients across diverse industries.
- Offer expert advice and guidance to clients on tax compliance and optimization strategies.
- Collaborate with team members to ensure timely and accurate completion of tax and accounting projects.
- Utilize accounting software such as QuickBooks and Lacerte to streamline processes and ensure efficiency.
- Stay updated on current tax laws and regulations to provide informed recommendations.
- Maintain clear and effective communication with clients and internal staff at all levels.
- Prioritize multiple projects and deadlines while delivering high-quality results.
- Bachelor’s degree in Accounting or a related field.
- CPA license or EA designation is highly preferred.
- Minimum of 3 years of recent experience in public accounting with a focus on tax.
- Strong understanding of tax laws and the ability to conduct effective tax research.
- Proficiency in Microsoft Office, QuickBooks, and Lacerte / Intuit software.
- Excellent organizational and communication skills to manage multiple priorities effectively.
- Ability to develop and sustain strong, detail-oriented relationships with clients.
- Commitment to delivering high-quality work in a fast-paced environment.