Senior Tax Associate

Location: Hybrid, based in Pleasanton, Cupertino, or Santa Cruz, California, with additional potential work locations in the North Bay; three days per week in the San Francisco area. Extended hours may be required during peak tax season, with occasional travel for client meetings or practice events.

Salary: $85,000–$115,000 per year.

Company

Full-service tax, accounting, and advisory practice serving small businesses and entrepreneurs, using proprietary AI to reduce routine accounting tasks and support higher-value client work.

What you will do

• Prepare federal, state, and local returns for individuals, corporations, partnerships, and other entities.
• Gather and organize client financial information, identify missing items, and produce accurate, review-ready returns.
• Meet filing and extension deadlines and maintain client files and records to audit-ready standards.
• Research federal, state, and local tax regulations, open questions, and savings opportunities, documenting sources.
• Track changes in tax law and apply them to current engagements.
• Answer client questions, collect information needed for filings, protect confidentiality, and escalate issues beyond the role’s level.

Requirements

• Bachelor’s degree in accounting, finance, or a related field.
• 3+ years of experience in tax, accounting, or a related field.
• Working understanding of federal, state, and local tax laws and regulations.
• Attention to detail and organizational discipline to manage several returns at different stages.
• Clear written and verbal communication with clients and colleagues.
• Ability to ask effective questions and independently find accurate answers.
• Proficiency in Excel and Word.

Nice to have

• Actively pursuing a CPA or EA.
• Internship or entry-level experience in a public accounting firm or accounting department.
• Experience with professional tax software such as UltraTax, Axcess Tax, Drake, Lacerte, or similar tools.
• Strong research skills and ability to read and interpret regulations.

Culture & Benefits

• Hybrid work arrangement with offices in Pleasanton, Cupertino, or Santa Cruz and three days per week in the San Francisco area.
• Health care plan covering medical, dental, and vision.
• 401(k) retirement plan, basic life insurance, and short- and long-term disability coverage.
• Unlimited vacation, sick leave, and public holidays.
• Stock option plan and opportunities for increased responsibility and equity over time.
• Internal training and professional development support.