Role: Tax Senior or Tax Supervisor (High Net Worth)

Location: Bay Area, CA Based - Remote

Remote Role: Remote

Pay Rate: $105000 - 130000 / Year 

Internal Job ID:10016914

Are you looking for a growth opportunity for a reputable company with a positive work environment? SF based boutique CPA firm specializing in High Net Worth clients, seeks a Tax Supervisor or heavy Tax Senior with High Net Worth experience. Clients' typically have many complex entities, up to 40. This is a remote role offering work life balance outside of busy season and excellent benefits as well as paid OT and bonuses.

Job Responsibilities: 

The Senior is responsible for all aspects of the tax compliance and consulting processes.

This includes, but is not limited to, the following:

1. Technical Expertise – The Senior is responsible for providing quality tax and accounting services to clients in compliance with tax regulations and GAAP. They must demonstrate solid judgment when interpreting data, actively work with staff to develop professional acumen and conduct research on technical issues. The Senior stays current on regulatory and industry changes affecting clients.

2. Client Relations – The Senior is responsible for building positive relationships with clients and providing exceptional client service. They serve as the primary client contact on engagements and identify ways to provide additional and better service to clients.

3. Engagement Management - The Senior works with managers, professional staff, and clients to complete engagements effectively. The Senior assists the manager in planning, budgeting, and organizing client engagements. They delegate appropriately; explain purpose and goal of each task to staff, and manage staff and client expectations.

4. Staff\Professional Development – The Senior supervises, trains, and develops the firm’s professional staff under the guidance of Managers and assumes responsibility for professional self-development. They provide effective coaching and timely feedback to develop staff and determine personal career path at the firm.

Requirements: 

 Successful candidates for this position require at least two years of significant tax and accounting experience. Specific knowledge skills and abilities required include the following:

1. Communication – Excellent verbal and written communication skills with internal staff and clients.

2. Tax\Accounting – Strong knowledge of tax regulations and GAAP.

3. Technical – Proficiency in use of tax and accounting software including ProSystem fx Tax and Engagement, computer spreadsheet applications, particularly Microsoft Excel, Outlook and Word.

4. Education – Bachelor of Science in Accounting or Finance, and significant progress towards CPA license.

5. Management Skills – Excellent time management and prioritization skills in managing multiple projects\staff within accepted budgets and on deadline

Why choose Addison Finance & Accounting? 

• Pay: We negotiate high salaries using U.S. Bureau of Labor Statistics 
• Benefits & Bonuses: You are eligible for medical, dental, vision insurance benefits, 401K, and monetary bonuses 
• Permanent Employment: Many of Addison’s Finance & Accounting job openings lead to potential permanent employment 
• Connections: You connect directly with hiring managers from renowned organizations 
• Options: You are presented multiple employment options near your home 
• Professional Development: You are provided hiring process advice, resume revision, and employment term negotiation 

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request. 

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