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Hybrid Senior Tax Accountant

San Diego, CA

Posted: 09/08/2023 Employment Type: Permanent Category: Accounting Job Number: 20984-1 Location Requirements: Industry: Financial Services

Job Description

A well-established holistic wealth management firm in San Diego, CA is in search of Hybrid Senior Tax Accountant to prepare and complete individual tax returns for high-net-worth clients.  You will be responsible for collaborating with a dedicated team while handling a high volume of tax work and other financial services.  The position involves a blend of technical expertise with tax software tools, along with traditional knowledge of individual and wealth management matters.

You can look forward to joining a friendly and fast-paced team environment that embraces a culture of support for clients, the community and one another.  The position offers a flexible hybrid schedule, competitive salary, 100% medical coverage, 401k, growth opportunities and more!

Pay Range: $85,000 - $115,000 DOE

Responsibilities:

  • Prepare and complete individual federal and state tax returns for high-net-worth clients
  • Collaborate with the team to manage a high volume of tax returns
  • Engage with diverse clientele, understanding and addressing individual financial needs
  • Prepare quarterly tax calculations tailored for individual clients
  • Respond to tax notices and generate related written documents as required
  • Utilize various tax tools efficiently and accurately to complete tax-related tasks

Requirements:
  • Bachelor's degree is required
  • 2-3 years of experience in a relevant field
  • CPA license preferred
  • Proficiency in Excel, Word, Outlook, and PowerPoint
  • Experience with CCH Axcess Tax, CCH Axcess Workflow, TaxCaddy, and/or SurePrep
  • Experience with UHNW tax and planning engagements is preferred

Benefits:
  • 100% medical insurance coverage
  • Dental and Vision insurance
  • 401k with 3% match
  • 10 days PTO
  • 5 days PSL
  • 11 paid holidays
  • Bonus potential
  • Growth opportunities
  • Flexible hybrid schedule
  • Tax prep discounts
  • Friendly work environment
  • New office space

To learn more about this position, submit your application today!

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About San Diego, CA

Ready to embark on an exciting career journey in sunny Southern California? Explore our job opportunities in the thriving city of San Diego! Known for its stunning beaches, perfect weather, and vibrant culture, San Diego offers a unique combination of career growth and quality of life. With renowned attractions like Balboa Park, the San Diego Zoo, and the USS Midway Museum, along with a diverse culinary scene and a plethora of art galleries and theaters like the La Jolla Playhouse, there's always something new to experience. Whether you're a sports enthusiast looking to cheer for the Padres at Petco Park or seeking outdoor adventures at Torrey Pines State Natural Reserve, San Diego has something for everyone. Begin your job search today and discover why this picturesque city is the perfect place to elevate your career!
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