Life Balance

Viaggio Partners, Inc.•Long Beach, CA

55d•$85,000•Remote

About The Position

Encurio thrives at the intersection of innovation and compassion, where our tech-savvy, fast-paced environment is supported by a fundamental commitment to excellence and personal integrity. We’re a planning-centric accounting and advisory firm, working with small business owners, real estate investors and corporate executives. We ground in a shared purpose of meaningful impact, where ideas are welcome, and our goal is to transform the way our clients relate to their finances. It's that simple. Each of us is accountable. Collaboration, respect, and interdependence are Encurio’s professional imperatives. We are innovation-driven, addressing the complexities of our clients’ unique circumstances, prioritizing emerging technology, and overall professional development. Be on your toes, and you’ll move well with us. We care about you and your family, and refuse to let you die at your desk. We work 35-40 hours/week, almost never more than that. We’re hiring a Senior Tax Associate who operates at near–Tax Manager level – someone who owns the work end-to-end and sets the bar for the team. You bring 4–5 years preparing complex corporate and individual returns, plus 1–2 years of strategy and planning. You’re fluent in tax-basis concepts (GAAP a plus), could navigate income tax nexus, foreign forms, and multi-entity structures with your eyes closed, and you don’t need to ask twice to find answers. You lead with grit and tenacity, communicate crisply, manage capacity, and mentor junior team members to deliver on time with impeccable accuracy. You’re tech-forward, professional in a remote setting, and client-tuned – able to read between the lines and translate complexity into clear next steps. If you’re a results-driven strategist who can own the details and is always three moves ahead, a seat at our table is yours. At Encurio, we’re re-inventing this dying industry. We’re California love and New York-savvy, walking the edge of heart and pace. If you’re ready to be part of a diverse, progressive team we’d love for you to apply.

Requirements

4-5+ years of recent experience preparing complex individual, S corp, LLC, and SMLLC returns in public accounting or CAS firm required
2-3+ years of recent experience reviewing tax returns required
1-2 years of experience with basic tax strategy, planning and/or consulting experience strongly preferred
Understanding of tax basis accounting and ability to read and understand financial statements required
Overall generalist with solid technical tax knowledge in various areas, including multi-state apportionment, cost segregation, basis limitations, multi-entity clients, entity selection, PTET, etc.
CPA or EA, or those actively pursuing completion in 2026, preferred
Degree in accounting or a related field preferred, but not required
At least 4 years of client service experience preferred
Past experience managing and developing junior accounting team members
Professional Zoom presence
Experience and comfort utilizing cloud-based accounting software and tools like Notion, Slack, and Microsoft Office Suite (Excel, Outlook, and Word)
Ability and commitment to uphold values, and garner respect from team members and clients
A proactive and curious nature, willing and excited to learn and ask questions
The ability to know when, what, and who to communicate with
Ability to manage assigned work and communicate personal and team capacity
Self-motivated, proactively pursue learning/certifications, and goal-oriented

Nice To Haves

Real estate tax strategies: depreciation, manual cost segregation studies, 1031 exchange reporting, aggregating, ST vs LT qualifications
C corp taxation
California tax law
Foreign tax reporting: FBAR, Form 8938, GILTI
Form 3115 Request for Change in Accounting Method
M&A advisory
Retirement plan review and selection
GAAP accounting principles
QuickBooks Pro Advisor Certification

Responsibilities

Managing between $300,000-350,000 in revenue of client work
Developing meaningful professional relationships with: Our clients: supporting role relationship built on trust and connection Team members: effectively communicating to clarify work expectations, timing, and overall capacity, and mentor and grow professional soft skills
Taking the lead on high-level technical work, making judgment calls on how best to handle relational and/or technical situations, and backing up interpretation of technical research
Troubleshooting government correspondence and take proper action to resolve issues for clients, and performing other related duties and project work as assigned
Identifying process development opportunities for efficiency, clarity, and client service excellence
Meet with team in the morning to organize day/week, and 1:1 with a staff member you mentor
Preparing the firm’s more complex tax returns, tax plans, and analyses
Review tax preparers’ work for quality assurance, driving on-time completion, answering team member questions to support technical development
Maintaining proactive communication with team and clients to obtain missing information
Sit in on client meetings with Tax Advisors, take meeting notes, send recaps, and oversee execution of work
Researching assigned topics, or those new to you, to support accurate tax form preparation

Benefits

Annual full-time salary: $85,000+, commensurate with experience
Unlimited PTO… and we expect you to use it. We believe in balance (not burnout). Take your time, stay accountable.
Annual paid sick time or in accordance with state law, upfront each year
Monthly stipend toward individual health care coverage
Dental and vision insurance available
401k plan with 4% match
30-40 hours/week on average year-round
Flexible work hours: You do not have to be at your desk from 9-5, within reason.
Life/disability insurance and parental leave benefits
Working with a team that is high-functioning - even our administrative team - and with clients who aren’t frustrating, annoying, or disrespectful.
Our PTO and high-functioning team allow us the ability to lean in when team members have life come up. Whether it’s the birth of a new family member, the death of a loved one, illness, injury, etc. Life throws curve balls and we pride ourselves on really helping each other through those things, and so far it’s been seamless for our clients.