Tax Experienced Associate

Macias Gini & O'Connell LLP•Mountain View, CA

39d•$75,000 - $90,000

About The Position

Under supervision, the Experienced Associate performs intermediate level accounting functions related to tax specifications. You will be responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing tax accrual work papers and working with tax software applications to complete tax returns for review.

Requirements

Bachelor's degree with a major in accounting or related field required
CPA preferred. If not a CPA, must meet educational requirements to sit for the CPA exam as outlined by the Board of Accountancy in the state of your preferred office location
Minimum of 1 year of related experience
Previous experience in a public accounting firm preferred
Excellent customer service skills (internal and external)
Creative problem solving and research skills
Strong written and verbal communication and interpersonal skills
Able to work effectively both as part of a team and independently
Highly motivated and interested in taking the initiative for personal growth and development
Able to handle multiple priorities, tasks and simultaneous projects
Ability to travel to client locations which may include occasional overnight stays
Ability to work overtime as needed
Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook)
Ability to perform several tasks concurrently with ease and professionalism.
Ability to communicate clearly and concisely, verbally and in writing, in English.
Must be able to keep client matters strictly confidential.
Must have excellent interpersonal skills and customer service skills.

Nice To Haves

Previous experience in a public accounting firm preferred
CPA preferred. If not a CPA, must meet educational requirements to sit for the CPA exam as outlined by the Board of Accountancy in the state of your preferred office location

Responsibilities

Complete assigned tasks / jobs
Learn the growth process (identify and communicate growth)
Identify and help solve engagement (job) technical issues, anomalies, non-routine items
Collaborate and communicate with client and team members in a professional manner
Actively sit and pass CPA examination
Works with the tax team to prepare and learn to review tax returns.
Provides timely, high quality client service that meets or exceeds client expectations.
Recognizes and informs senior management of opportunities to increase level and types of services to clients.
Ensures professional development through ongoing education and obtaining additional certifications as appropriate.
Handles routine client tax questions, and works with clients to collect necessary information for tax return completion and compliance.
Stays informed about Firm capabilities other than tax compliance area, and promotes these activities to clients when appropriate.
Completes research and special projects as needed.
Performs other duties as assigned from time to time by Seniors, Managers, or Partners.