Tax Accountant

Role Overview

This is a production-focused position, not limited to review responsibilities. The selected candidate will prepare complex tax returns, manage a client portfolio, review junior staff work, and provide mentorship within the team.

Key Responsibilities

• Prepare and review individual and business tax returns (1040, 1120, 1120-S, 1065, 990)
• Manage and communicate directly with an assigned client portfolio
• Perform first-level review of staff work prior to final approval
• Support and mentor junior team members
• Identify and communicate tax planning opportunities

Qualifications

• Active California CPA license in good standing
• 5+ years of public accounting experience
• Strong hands-on preparation and review skills
• Experience mentoring or supervising junior staff
• Excellent client communication skills
• Experience with CCH ProSystem fx, Lacerte, or Drake is preferred

Preferred Experience

• Background in small to mid-size public accounting firms
• Knowledge of California tax regulations (FTB, S-corp elections, franchise tax)
• Experience working with high-net-worth individuals

Additional Details

• Full-time, in-office role (Walnut Creek, CA)
• Performance-based growth opportunities
• Benefits include paid time off, sick leave, and on-the-job training

If this opportunity aligns with your experience, I would be happy to share more details and discuss next steps.