Tax Senior (PCS/Flowthrough)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Tax Senior (PCS/Flowthrough): Delivering high-quality tax compliance and consulting services for high-net-worth individuals, partnerships, and closely held businesses with an accent on complex tax engagements and entity structuring. Focus on mentoring junior team members, building strong client relationships, and ensuring technical accuracy in federal and state tax filings.
Location: Must be based near a office in the San Francisco Bay Area, Santa Monica, Irvine, or Long Beach, CA. Role follows a hybrid work model with 2–3 days per week in the office.
Company
A people-centered accounting firm providing professional services with a focus on innovation, collaboration, and community impact.
What you will do
- Prepare and review federal, state, and local tax returns for individuals, partnerships, S-corporations, trusts, and estates.
- Manage complex Flowthrough and PCS engagements, including real estate and family office structures.
- Identify and resolve technical tax issues while assisting with tax planning and entity structuring.
- Collaborate with leadership on client deliverables and tax strategy execution.
- Review work prepared by associates and provide coaching to support team development.
- Serve as a primary point of contact for clients to maintain strong relationships.
Requirements
- Bachelor’s degree in Accounting or a related field.
- 2+ years of public accounting tax experience.
- Strong technical knowledge of partnership, individual, and flowthrough taxation.
- Proficiency with tax research tools and software.
- Strong analytical, organizational, and communication skills.
Nice to have
- CPA or EA certification in progress.
- Experience with HNW/UHNW, trusts, and estates.
- Experience with real estate, professional services, or manufacturing sectors.
Culture & Benefits
- Flexible work arrangements and personalized benefit structures.
- Comprehensive well-being resources, including mental health support and wellness platforms.
- Generous time off including 14 firm holidays, Flex PTO, and paid family leave.
- Professional development through University, tuition reimbursement, and CPA exam support.
- Collaborative, people-first culture with Colleague Resource Groups.
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