Apply technical knowledge to prepare and review individual income tax returns
Review situations and transactions to determine federal, state and local filing requirements
Analyze and respond to IRS, state, and local tax agency notices
Participate in tax strategy discussions with clients and collaborate with their financial advisors
Identify and resolve client tax related questions and issues
Exhibit strong communication with clients and staff (verbal, written, presentation)

🎯 Requirements

BS/BA Degree, accounting preferred
Current CPA license
2+ years individual tax preparation experience
Proficiency in income tax planning and compliance
Multi-state tax preparation/filing experience preferred
Form 1041 Trust & Estate and Form 709 Gift return experience preferred

🎁 Benefits

Medical: Blue Shield/HSA plans and Kaiser for CA associates
Dental insurance with MetLife
Vision insurance with VSP
Flexible working arrangements
Generous 401K contributions
11 Paid Holidays

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