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Tax Preparer - CPA / Accountant

Safe Harbor LLP

Tax Preparer - CPA / Accountant

San Francisco, CA
Full Time
Paid
  • Responsibilities

    Job Description

     

    SAFE HARBOR LLP: ABOUT US

    We are a highly technical full-service boutique CPA firm, working with clients seeking a CPA with a higher level of technical expertise, advisory capabilities and responsiveness year-round. Our clients look to us as trusted and valued advisors, our firm culture facilitates and fosters mutual exchanges whereby our clients greatly benefit from our technical knowledge and practical advisory. 

     

    The successful candidate will be working in face pace paperless, technology charged environment with our current closely-knit team of tax professionals and directly reports to a Partner or Principal.

     

    TITLE: SENIOR ASSOCIATE – CORE TAX SERVICES

     

    JOB SUMMARY

    A Core Tax Services Senior Associate is responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing tax accrual workpapers and working with tax software applications to complete tax returns for review.   In this role, the Core Tax Services Senior Associate may be charged with supervising and reviewing the work of Core Tax Services Associates.

     

    JOB DUTIES:

     

    TAX COMPLIANCE

    ·     Ensures that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies and standards of professional practice.

    o   Manages projects by planning the tax process and the procedures to be performed with quality;

    o   Preparation of medium to complex individual, trusts, partnership and corporate tax returns

    o   Answers preparer questions, and coordinates engagement from onset by communicating expectations and procedures with preparers;

    o   Conducts detailed reviews on all returns and appropriate review notes for preparers; raises potential tax issues;

    o   Meets internal deadlines to match the client expectations for timely delivery of service;

    o   Identifies book-to-tax differences

    RESEARCH

    §  Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis.

     

    ASC 740-10 (FAS 109 AND FIN 48) ACCOUNTING FOR INCOME TAXES

    ·     Correctly and proactively applies Firm policies and standards regarding FAS 109 and FIN 48.

    o  Prepares provision workpapers and discusses with the appropriate team members;

    o  Identify and discuss uncertain positions with team members;

    o  Review & prepare footnote disclosures in compliance with 740-10-55.

     

     

     

     

     

    TAX CONSULTING

    ·     Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes.

    o  Identifies consulting opportunities to reduce client’s tax liability;

    o  Provides efficient and effective support for client consulting projects;

    o  Gathers relevant information for controversy work, efficiently and effectively;

    o  Documents all significant tax positions, clearly, correctly, and in accordance with Firm and office policies (by creating memorandums to the files – Tax issues Memos) and ensures that proper documentation is archived to CCH Document.

     

    STRATEGY DEVELOPMENT

    ·     Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits.

    o  May be required to prepare studies of tax implications and offers clients alternative courses of action.

     

    OTHER DUTIES AS REQUIRED

     

    SUPERVISORY RESPONSIBILITIES:

    ·       Supervise and mange the day-to-day work assignments of Core tax associates

    ·       Schedules and manages workload of associates and senior associates

    ·       Reviews work prepared by associates and senior associates and provide review comments

    ·       Review billing and realization of assigned clients

    ·       Leadership in organizational and operational functions of the firm

    ·       Acts as mentor associates

     

    QUALIFICATIONS, KNOWLEDGE, SKILLS AND ABILITES:

    ·       Bachelor’s degree in Accounting or related field required;

    ·       Two (2) to three (3) years of experience in a public accounting firm or related experience

    ·       Proficient in corporate, individual and partnership taxation

    ·       Previous experience supervising and training Staff and Seniors preferred

    ·       Excellent written and verbal communication and interpersonal skills

    ·       Strong organizational techniques are required

    ·       Must be highly motivated and experienced in managing multiple client engagements

    ·       Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook)

    ·       EXPERIENCE WITH CCH AXCESS, CCH ENGAGEMENT OR PROSYSTEM FX SOFTWARE A MUST

     

    SALARY RANGE (DOE): $60,000 to $90,000, benefits include health insurance, dental, vision, 401K, holidays and vacation.

     

    Company Description

    Safe Harbor CPAs aims to be the best San Francisco CPA firm as well as top-rated tax service in San Francisco for individuals and businesses. Our accountants specialize in individual tax return preparation and business tax returns as well as international tax and expatriate tax returns. We also do income tax preparation, business partnership and LLC tax returns as well as other estate planning. Our financial services include IRS audit defense (FBAR compliance) and audited financial statements. As tax advisors, we service accounting clients (including startups) from the entire San Francisco Bay Area including San Jose, Oakland and Marin County. We pride ourselves as one of the top accounting firms in the Bay Area, giving our clients the best of both worlds - friendly personal tax service, CPA, and business advice with Internet connectivity. Our success comes when a satisfied client says, "We would like Safe Harbor LLP to be our In-House Business tax professionals." Or, when satisfied individuals say, "That was easy. What a great tax refund and easy tax service!" ~ Chun Wong, managing partner.