Prepare and review income, estate/trust, and gift tax returns; provide staff feedback.
Determine federal/state/local filing requirements.
Analyze/respond to IRS/state/local notices.
Participate in client strategy discussions with advisors.
Identify and resolve client tax questions.
Communicate with clients, advisors, tax authorities, and staff.

🎯 Requirements

BS/BA in accounting (CPA preferred).
Valid CPA license.
6+ years in income tax return prep for individuals, trusts, gifts.
Proficiency in income tax planning and compliance; multi-state experience.
Form 1041 and Form 709 experience; Lacerte preferred.
Advanced Excel and software skills; strong communication.

🎁 Benefits

Medical: Blue Shield and Kaiser plans.
Dental insurance with MetLife.
Vision insurance with VSP.
Flexible spending accounts and HSA contributions.
Generous 401(k) contributions.
Flexible working arrangements.

Apply on employer's website

This employer gathers applications via their own applicant tracking system.

You will be redirected to an external application form.

Share job

Meet JobCopilot: Your Personal AI Job Hunter

Automatically Apply to Finance Jobs. Just set your preferences and Job Copilot will do the rest — finding, filtering, and applying while you focus on what matters.

Activate JobCopilot