Tax Senior

Boos & Associates A Professional Corporation•Pacifica, CA

2d•Onsite

About The Position

Boos & Associates is growing and seeking a Tax Senior to join their Long Beach, CA office. This role is central to the firm's business needs and is ideal for someone with an entrepreneurial spirit who enjoys leading and developing others. The Tax Senior will be responsible for providing tax planning, compliance, and advisory services to clients, ensuring accurate and timely tax filings through expertise in tax accounting and knowledge of relevant laws and regulations.

Requirements

Bachelor’s degree in accounting or other relevant field required.
Three (3) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience required
Proficient in Microsoft Office Suite; specifically, Word, Excel, & PowerPoint.

Nice To Haves

Master’s in accountancy or other relevant field preferred.
Industry expertise in one or more tax specialty 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 beneficial
Experience with Adobe Acrobat preferred.
Experience with tax research databases and tax compliance process software preferred
Strong knowledge of tax laws, including Wills trusts estate law and Securities law
Proficiency in tax accounting principles and practices
Familiarity with GAAP (Generally Accepted Accounting Principles)
Experience using accounting software, such as QuickBooks
Ability to conduct thorough research on complex tax issues
Excellent analytical and problem-solving skills
Attention to detail and accuracy in preparing tax returns
Strong communication skills to effectively interact with clients and colleagues

Responsibilities

Preparing and reviewing federal, state, and local tax returns for individuals, corporations, partnerships, and trusts
Conducting research on complex tax issues and provide guidance to clients
Assisting with tax planning strategies to minimize tax liabilities
Reviewing financial statements and ensure compliance with GAAP
Collaborating with clients and colleagues to gather necessary information for tax filings
Utilizing accounting software, such as QuickBooks, to maintain accurate records
Performing general ledger reconciliation and assist with financial statement preparation
Staying up-to-date with changes in tax laws and regulations