About This Role
Managing a substantial portfolio of individual and high-net-worth business clients is the core of this on-site position, offering a seasoned tax professional the chance to steward long-standing relationships while expanding a robust client base. Embedded within a boutique public accounting firm known for its deep expertise in tax compliance and planning, the role demands a hands-on approach to complex tax returns and year-round advisory services.
Responsibilities
- Prepare and review a diverse range of tax returns including individual 1040s, S and C corporations, partnerships, gift tax, and trust/estate filings with precision and compliance
- Provide proactive tax planning counsel throughout the year, addressing entity structuring, estimated tax payments, withholding strategies, retirement planning, and compensation considerations
- Conduct thorough quality control on returns prepared by support staff, identifying discrepancies, errors, and opportunities for tax optimization
- Represent clients in communications and negotiations with IRS and state tax authorities, managing audits, notices, and other compliance matters
- Utilize tax preparation software and digital tools efficiently to manage client documentation, electronic signatures, and secure portals
- Maintain strong client relationships by responding to inquiries, managing deadlines, and coordinating with administrative and preparatory personnel
- Commit to extended work hours during peak tax season while balancing ongoing client service and business development efforts
Requirements
- Active Enrolled Agent (EA) or Certified Public Accountant (CPA) license in good standing with no disciplinary history
- Minimum five years of direct tax preparation experience, including managing a significant client portfolio independently
- Proven expertise with complex individual and business tax returns, including federal and state filings
- Strong communication skills to clearly explain tax concepts and build trust with clients
- Demonstrated ability to handle IRS and state agency correspondence, audits, and client representation
- Comfortable working full-time on-site in the South Bay area, managing both in-person and phone client appointments
Nice to have:
- Experience growing a client base through new business development alongside managing an existing book
- Familiarity with Intuit ProSeries or similar tax software and document management systems
- Background advising on retirement strategies, entity structure optimization, and tax projections
- Ability to lead and coordinate with support staff to ensure smooth workflow and client satisfaction
About the Company
This boutique public accounting firm is known for its deep expertise in tax compliance and planning.
