CPA with Tax Law Firm

CPA - This is a 100% fully remote opportunity. May be based anywhere in the United States- required to work Pacific time zone. Competitive Salary and Excellent Benefits!

We are a leading tax law firm in San Francisco looking for an experienced CPA for high level tax planning and role. The qualified candidate will posess in-depth knowledge of tax codes, regulations, and strategies. A proven track record in optimizing tax positions for individuals and businesses. We are a high-volume Firm looking for the right tax professional to join our collaborative, engaged and dynamic team.

We build our success around talented professionals. We are committed to hiring and developing the very best and brightest talent, creating a team that provides our clients with the highest quality of work product and service.

GENERAL PURPOSE OF JOB

Under minimal supervision, the incumbent is a key member of the tax preparation and services team and has primary responsible for performing individual and business/corporate tax return quality reviews, providing tax preparers feedback and guidance, and development and delivery of training to the tax services team.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

• Perform comprehensive quality review of client tax returns.


• Conduct thorough reviews of clients' financial records to identify potential tax-saving opportunities.


• Develop and implement comprehensive tax planning strategies for individuals and businesses.


• Stay abreast of changes in tax laws and regulations to ensure compliance and optimize tax benefits.


• Collaborate with clients and provide expert advice on structuring transactions to minimize tax liabilities, analyze financial statements and recomend adjustments to optimize tax positions.


• Conduct or participate in client meetings both on the telephone and via zoom video conference.


• Prepare and file complex individual and business returns, ensuring accuracy and adherence to deadlines.




• ADDITIONAL POSITION REQUIREMENTS

• Carries out duties in compliance with all federal and state regulations and guidelines.


• Complies with all company and site policies and procedures including but not limited to safety, standard operating procedures, and work instructions.


• Makes a positive contribution to the department and team as demonstrated by:

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  • Making suggestions for improvement.
  
  
  • Learning new skills, procedures and processes.
  
  
  
  

• Considers and promotes work methods that is focused on continuous improvement.


• Is available for other duties as required.


• Is available for overtime as needed.

SUPERVISORY RESPONSIBILITIES

• None

QUALIFICATIONS

EDUCATION and/or EXPERIENCE

• BS degree in Accounting or Finance and a CPA certification required ten (10) years of hands-on as a tax professional.


• Must have two (5) years of direct experience performance quality reviews of tax preparation for individual, corporate, international, and partnership returns.

LANGUAGE SKILLS

• Read, write, review, and interpret documents such as standard operating procedures, manuals, work instructions, tax forms, tax notices, financial reports, and other financial documents and records.


• Communicate clearly in writing and orally.

OTHER SKILLS, ABILITIES OR QUALIFICATIONS

• Demonstrated experience performing quality tax reviews.


• Demonstrated experience with tax preparation practices and principles including relevant tax law and regulation changes that impact tax preparation activities.


• Knowledge of tax laws, tax concepts and familiarity with various individual, business and corporate entity forms and schedules.


• Demonstrate effective application of organizational skills, detail oriented, and meticulous workplace behaviors.


• Demonstrate Integrity, being honest and ethical in all activities always.


• Demonstrate effective collaboration and teamwork.


• Demonstrated experience entering data with quality and accuracy.


• Demonstrated experience working in a fast-paced environment with high volume task assignment.


• Familiar with a variety of CRM and Tax systems.


• Successfully completes regulatory and job training requirements.


• Computer skills:
  
  
  
  • Proficient with tax software technology and solid knowledge of computer operations and software.
  
  
  • Enter data into firm CRM software (Canopy) and systems.
  
  
  • Work and be proficient with Microsoft Suite including Word, Excel, and Outlook.
  
  
  
  


• Ability to perform repetitive tasks while maintaining speed of work and attention to detail without loss to production.


• Ability to work with others in a team environment.

PHYSICAL DEMANDS

• While performing the duties of this job, the employee is frequently required to stand, walk, use hands to touch, handle or feel, and talk or hear.


• The employee is occasionally required to sit, reach with hands and arms, balance, and kneel.


• The employee must occasionally lift and/or move up to 10 pounds.


• Specific vision abilities required by this job include close vision and ability to adjust focus.