Senior Tax Accountant, CPA - Hybrid (HT951572) - RES Consultant Group

Our client is a niche CPA firm focusing on high-net-worth individuals and professional athletes. They provide services well beyond their client expectations, including complete accounting, tax and advisory services to a variety of individuals and businesses.  They are currently seeking a Senior Tax Accountant with five to seven years’ experience in public accounting with a minimum of four years as a staff accountant or equivalent.

Job Responsibilities:

• Prepare and review: Federal, multi-state, and international tax returns for complex business entities, high-net-worth individuals, trusts, and estates.
• Correctly prepare advanced corporate, individual, partnership, fiduciary, and other tax returns with little supervision. 
• Conduct preliminary review of tax returns prepared by others and provide preliminary feedback.
• Know and understand the Firm’s policies and procedures.
• Correctly and consistently perform assigned accounting procedures.
• Provide assistance and training to staff members.
• Provide insightful and correct advice on intermediate financial and accounting matters.
• Accurately interpret moderately difficult data and provide detailed information to management as needed, adeptly handle initial preparation and monitor budgets for client engagements.
• Skillfully review own work product before sending to others for review, resulting in a consistently high quality work product with few review notes.
• Keep manager informed of all important developments in client engagements.'
• Understand advanced tax code sections and regulations and apply them correctly and consistently.
• Regularly read industry newsletters and attempt to stay current on tax legislation and interpretations.  Understand how changes may affect client engagements and planning.
• Understand and apply tax planning techniques and make recommendations for specific clients.
• Display high proficiency at tax and accounting research techniques.
• Possess a thorough knowledge of the reference resources available to the Firm and be able to find the best resource quickly.
• Project manages one or more client assignments simultaneously, ensuring overall success of each project.
• Identifies client’s needs/opportunities in order to sell/cross-sell products or services.
• Establishes work schedules through effective use of project management techniques.
• Shares and transfers knowledge within the team.
• Develops deeper knowledge and skills in technical field and starts to develop a specialization.
• Actively pursues self-development opportunities in line with the competency model.
• Builds and nurtures strong working relationships with client management and peer client levels.
• In consultation with the assignment manager organizes and controls multiple responsibilities and resources to achieve assignment objectives.
• Manages the implementation of solutions for clients.
• Advises and coaches team members, provides consistent recognition and encouragement to team members, and sets an example by demonstrating high energy levels and enthusiasm.
• Works as an effective team member to complete project components and assignment tasks.
• Successfully directs and maintains a motivated and empowered work team.
• Performs a detailed review of the team’s work to ensure quality, thoroughness and completion of assignment tasks within agreed time frames.
• Identifies opportunities to improve assignment profitability and identifies any risk management issues.
• Actively supports new initiatives.

Requirements

• Accounting degree (or equivalent course work)
• CPA license
• Minimum of 5 years in public accounting and tax preparation.
• Location: Prefer candidate to live in or around San Diego County in order to attend meetings and training in-person.
• Proficiency in pertinent IRC sections and regulations.
• Experience with Estate & Trust is a plus!.
• High proficiency in QuickBooks, PCS, UltraTax, Sureprep, GEMS, Word, EXCEL, and Outlook. 
• Able to solve technical issues and introduce new methods for improving technical output. 

Benefits

• Competitive Pay
• Flexible Schedule
• Generous Paid Time Off
• Casual Dress
• Beachfront community, picturesque office & the flexibility to work remotely
• Medical, Dental & Vision
• 401k retirement with employer matching
• Continuing education, license/dues, and tuition reimbursement programs
• Short-term/long-term disability and life insurance

THE BENEFITS & PERKS DON’T STOP THERE!

• a launching pad for your career that offers unhindered potential for professional growth
• challenging and thought-provoking work with access to top professionals
• variety in your work
• opportunities to give back to the community
• fun team outings!

If you feel you have the necessary qualifications, please forward a copy of your resume and state what you are expecting for salary with this role.