Sr. Tax Accountant - High Net Worth Clients

Are you a Senior Tax Accountant looking for a well-respected and established firm? Are you looking for a culture that’s both polished and professional, yet also has a very cohesive and convivial vibe? If yes, keep reading!Our client is a boutique San Francisco firm that primarily serves high net worth individuals and their related tax issues. They are seeking a Senior Tax Accountant with an interest in personal and professional growth and top-flight customer service. The firm is split in two segments: Accounting and Legal, and handles complex estates with a high standard of integrity. We would like to meet candidates who have:

• 4+ years of taxation experience with high net worth clients
• Experience with complex estates
• A desire to work in a stimulating environment with a culture of mentorship
• Experience at Big Four firms
• CPA license is a plus

Job description

• Prepare tax returns for individuals, business entities, trusts and estates
• Compute estimated federal and state income tax payments
• Prepare amended returns and carryback claims
• Prepare personal tax projections
• Prepare quarterly and annual payroll tax returns
• Prepare property tax claims
• Proactively interact with clients to gather information and financial documentation to prepare returns, develop tax strategies, resolve tax-related problems, and respond to audits
• Examine financial situations by analyzing accounting records, financial statements, tax documents, and other relevant reports and procedures, and prepare recommendations for business and accounting processes and improvements
• Undertake tax research projects as directed
• Ensure continued professional development by remaining current on modifications in tax law and reporting, accounting standards, and the features of the latest tax preparation and accounting software programs.

License/Certification

• CPA (preferred)

Job Requirements

• Education: Bachelor’s or Masters Degree in Accounting/Accountancy
• Experience: 4+ years’ experience as a Staff Accountant doing Taxation

Job Type

• Full time, on site, Monday through Friday 

Compensation

• Pay: $90,000.00 - $120,000.00 per year

Benefits

• 401(k)
• Flexible schedule
• Flexible spending account
• Health insurance
• Paid time off
• Parental leave
• Professional development assistance
• Tuition reimbursement

Monroe Personnel Service LLC is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.