Senior Tax Associate (Individual & Business Tax exp req)

Senior Tax Associate (Individual & Business Tax exp req)
Location: Irvine, CA (Hybrid schedule available after 3 months)
Salary: $124,000 - $146,000 + Bonus + Benefits
Benefits: Health Insurance, 401k with Match, PTO & Sick Leave
Job Type: Full-Time
Typical hours: Monday – Friday, 40 hours/ week I Flexible start/ end time with consistent scheduling
Start Date: ASAP
Sponsorship: Not available 
Relocation Assistance: Not available  

Senior Tax Associate (Individual & Business Tax exp req) Description

Our client, a boutique tax accounting firm, is seeking a Senior Tax Associate to join their team in Irvine, CA. In this role, you will prepare individual and business tax returns, provide tax planning and advisory services. You’ll work with a variety of clients, including entrepreneurs, real estate companies, and some medical professionals, ensuring accurate and timely tax filings. The ideal candidate will have five years of recent public accounting tax experience, demonstrated ability to prepare complex individual and business returns, and an active CPA license or Enrolled Agent (EA) credential. This is a great opportunity for a tax professional to join a small, collaborative, technology-forward firm that values continuous learning, work-life balance, and exceptional client service.

Senior Tax Associate (Individual & Business Tax exp req) Responsibilities

•    Prepare and review complex federal and California tax returns for individuals, partnerships, and corporations
•    Review returns prepared by peers for accuracy, completeness, and technical soundness
•    Provide tax planning and advisory services, including projections, estimated payments, entity-structure analysis, and year-end planning 
•    Manage IRS and FTB notice response and resolution, including correspondence, transcript review, and representation under power of attorney 
•    Research federal and multi-state tax questions and document conclusions with authoritative support 
•    Maintain organized, well-documented workpapers and meet filing deadlines
•    Leverage firm technology to work efficiently in a fully paperless environment 

Senior Tax Associate (Individual & Business Tax exp req) Qualifications

•    Active CPA license or Enrolled Agent credential in good standing required
•    5+ years of recent public accounting tax preparation experience required 
•    Demonstrated ability to prepare complex individual and business returns required
•    Strong working knowledge of federal and California tax law required
•    Experience with professional tax software required 
•    Proficiency with Microsoft Excel required