Experienced Tax Associate

Boos & Associates A Professional Corporation•San Francisco, CA

About The Position

Boos & Associates is recognized for the 8th consecutive year as one of the Fastest Growing Companies in the Central San Joaquin Valley. We are seeking an Experienced Associate for our San Francisco Core Tax team. What you will do: The Tax Experienced Associate, Core Tax Services is responsible for utilizing their educational background as well as communication and organizational skills by assisting with the preparation of tax returns and research. In this role, the Tax Experienced Associate, Core Tax Services will be charged with utilizing basic research skills and working with tax software applications to complete simple tax returns for review. Tax Compliance Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BOOS Tax Quality Manual (“TQM”) Applies understanding of client’s unique set of circumstances, documentation, and/or other requirements mandated by law and prepares required filings (tax returns) using a system of review and documentation to ensure that the client is in full compliance, while keeping the client’s tax and reporting burden’s as low as possible Ensures all data needed to comply with filing requirements are collected; identifies and properly communicates missing items to prepare return Utilizes Firm compliance software to maximize efficiency in tax prep process Effectively teams with Senior on completion of project (follow-up with Open items list) Documents all significant tax positions Tax Consulting Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes Applies knowledge of home state corporate, partnership and individual tax structure and filing requirements in completing assigned work Effectively drafts clear and concise general memorandums and correspondence Identifies potentially relevant tax issues or opportunities as part of the tax compliance process Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography. Boos & Associates, a Professional Corporation, is a Certified Public Accountant and Consulting firm established in February 2004. Prior to founding the firm, our Managing Director was a Tax Director with a Big 4 accounting firm with over 30 years of public accounting experience. We currently have a staff of approximately 130 and anticipate significant expansion opportunities in the near and long term. Our greatest strength is our people. We foster and support innovative, strategic ideas that can transform developments in accounting, tax, and consulting into practical solutions for our clients. Our Fresno office is a first-class facility located in the Fig Garden Financial Center. The firm is paperless and uses the latest in technology to assist our associates in performing in a more efficient and effective manner. The firm provides above-market performance-based compensation and provides competitive employer-paid employee benefits and a generous personal time off policy. We continually invest in our people by providing extensive training and career advisor programs. We recognize our unique opportunity to embrace the cultural and ethnic opportunities our clients and people have to offer. We are committed to optimizing this opportunity to hire outstanding individuals of diverse backgrounds, and to offer them a dynamic, challenging environment to develop their skills as trusted advisors to our clients. Our commitment to diversity encompasses all people within our firm, professionals, and administrative support alike, including people of different races, religions, cultural backgrounds, national origins, disabilities or medical conditions, sexual orientation, gender, gender identity, and ages. We are an independent member of the BDO Alliance USA. As an independent member of BDO Alliance USA, our shared Core Purpose is Helping People Thrive Every Day. Our Core Values reflect how we manage our work, our relationships and ourselves. As an employee of the firm, you will live true to our Core Values of people first, being exceptional every day in every way, embracing change, feeling empowered through knowledge, and choosing accountability. Our Core Values are the standards by which we conduct ourselves day in and day out, both internally and externally.

Requirements

Bachelor’s degree in accounting, Finance, Economics or Statistics OR Bachelor's degree in other focus area and CPA certification required (or Authorization to Test for the CPA exam, or equivalent documentation, prior to start date in your state of employment), required
Solid oral and written communication skills
Able to follow instructions as directed by members of Tax Team
Able to prepare simple tax returns
Takes appropriate actions without being asked
Seeks advice of appropriate superiors regarding issues, problems related to compliance

Nice To Haves

Master’s in accountancy or taxation, preferred
One (1) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, preferred
CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), preferred
Possession of other professional degrees or certifications applicable to role, preferred
Proficient with the Microsoft Office Suite, preferred
Experience with tax research databases and tax compliance process software, preferred

Responsibilities

Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BOOS Tax Quality Manual (“TQM”)
Applies understanding of client’s unique set of circumstances, documentation, and/or other requirements mandated by law and prepares required filings (tax returns) using a system of review and documentation to ensure that the client is in full compliance, while keeping the client’s tax and reporting burden’s as low as possible
Ensures all data needed to comply with filing requirements are collected; identifies and properly communicates missing items to prepare return
Utilizes Firm compliance software to maximize efficiency in tax prep process
Effectively teams with Senior on completion of project (follow-up with Open items list)
Documents all significant tax positions
Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes
Applies knowledge of home state corporate, partnership and individual tax structure and filing requirements in completing assigned work
Effectively drafts clear and concise general memorandums and correspondence
Identifies potentially relevant tax issues or opportunities as part of the tax compliance process