Job Description
Job Description
About the Company
A San Francisco–based family office is building a next-generation, technology-enabled tax and accounting platform. The company combines the expertise of established accounting firms with modern technology, automation, and AI to deliver efficient, high-quality tax services.
About the Role
We are seeking an experienced Tax Senior Associate to support tax return preparation and review, tax research, planning, and client engagements. The ideal candidate will have strong public accounting experience, hands-on expertise in individual and business tax returns, and the ability to manage multiple engagements and deadlines.
Key Responsibilities
- Prepare federal and state tax returns for individuals, partnerships, S corporations, C corporations, trusts, and estates.
- Prepare tax workpapers, schedules, and supporting documentation.
- Review tax returns and workpapers prepared by junior team members.
- Manage multiple client engagements, deadlines, and deliverables.
- Communicate with clients to collect information and resolve routine tax matters.
- Conduct tax research and assist with tax planning and advisory projects.
- Identify complex tax issues and escalate them to Tax Managers or Partners.
- Support client onboarding, process improvements, and technology-driven tax workflows.
- Provide guidance and support to junior team members.
Qualifications
- 10+ years of tax experience, preferably in public accounting.
- Bachelor's degree in Accounting, Finance, or a related field.
- CPA license, CPA eligibility, or actively pursuing CPA licensure.
- Hands-on experience preparing federal and state individual and business tax returns.
- Strong knowledge of partnerships, S corporations, and pass-through taxation.
- Experience with tax workpapers, tax research, and client engagements.
- Excellent communication, organizational, and analytical skills.
- Ability to manage multiple priorities and meet deadlines.
- Interest in technology, automation, and AI-driven accounting solutions.