Senior Tax Accountant

We have a remote position for a Senior Tax Accountant in our Southern California-based CPA firm.

We are seeking an experienced tax professional who can handle complex tax returns, client communication, tax planning, and review work while helping improve workflow efficiency year-round.

We’re growing rapidly and need someone who can hit the ground running with sophisticated multi-entity tax structures, advisory work, and client-facing leadership.

This role offers growth potential into leadership and advisory management within 1–2 years for the right person.

We are an advisory-focused firm with a strong niche in dental and medical practices, serving dentists, doctors, medical professionals, business owners, real estate investors, and high-income individuals.

Our clients often have multiple entities and require proactive tax planning and strategic advisory services.

How You’ll Contribute

• Prepare and review complex individual and business tax returns (S corporations, partnerships, multi-entity structures, real estate activities, multi-state filings)
• Review bookkeeping, adjust and reconcile general ledger accounts, perform year-end GL cleanup and tax adjustments
• Handle tax planning, client communication, and manage tax projects and deadlines
• Communicate proactively with clients on tax strategies, compliance matters, and advisory opportunities
• Respond to IRS and state notices on behalf of clients
• Supervise staff and provide guidance on technical tax issues
• Attend internal team meetings and collaborate with offshore support team
• Use AI tools and new technology to improve efficiency, workflow, accuracy, and client service
• Manage multiple deadlines effectively during tax season and maintain workflow during off-season

What You’ll Bring

• Bachelor’s degree in Accounting or Finance
• CPA, EA, or Master in Taxation preferred
• 5 to 7 years of public accounting tax experience with strong technical knowledge in business and individual taxation
• Experience with advisory and client management preferred
• Deep expertise in: S Corp basis calculations, QBI, SSTB, Real Estate Professional Status, retirement contributions, reasonable compensation for S Corp owners, bonus depreciation & Section 179, etc
• Strong comfort with multi-entity tax structures and complex tax scenarios
• Excellent communication skills with significant client-facing capability
• Highly organized, detail-oriented, and proactive
• Strong accountability, work ethic, and team-player mentality
• Able to work independently in a fast-paced remote environment
• Openness to learning and using AI tools and new technology
• Proficiency with ProConnect Tax, QuickBooks Online, Canopy, Microsoft Office, Adobe (experience with Gusto/ADP helpful
• California S Corp / partnership / LLC experience
• Form 540 / 100S / 565 / 568 experience
• California PTE election experience
• FTB notice experience
• Available during Pacific Time business hours

What you’ll love about us:

• Culture: Fast-paced but supportive team. We value growth, communication, accountability, and helping each other succeed.
• Meaningful Work: Gain exposure to advanced tax planning, complex tax work, and meaningful client relationships in a supportive environment.
• Remote Flexibility: Fully remote W2 position with company-provided equipment for security and compliance.
• Compensation: Competitive Salary
• Performance-based bonuses
• 401(k)
• Medical insurance contribution
• Paid continuing education and webinars
• Paid holidays, PTO, and sick leave
• Team gatherings, professional conferences, and continuing education opportunities

Hours:

• Tax season: approximately 55 hours/week depending on deadlines
• Off season: generally 40 hours/week

Upshot

If you’re a technically strong tax professional who thrives on challenging work, and wants to grow with a dynamic advisory-focused firm, we would love to talk!

Pay: $120,000.00 per year

Application Question(s):

• Are you able to work regular office hours on Pacific Coast, or close to these hours?

Education:

• Bachelor's (Required)

Experience:

• Tax work in a CPA/EA firm: 5 years (Preferred)
• QuickBooks Online: 5 years (Required)
• California tax: entities, owners, Forms 540/100S/565/568?: 2 years (Required)

License/Certification:

• CPA License (Preferred)
• EA License (Preferred)

Work Location: Remote