Tax Senior – Regional Top 100 CPA Firm

Tax Senior 

As a Tax Senior, you will be responsible for managing and delivering tax planning, preparation, and advisory services to ultra-high-net-worth individuals. The ideal candidate has strong technical tax skills, a solid understanding of the needs of wealthy individuals and families, and at least 3 years of public accounting experience. This remote opportunity extends to US Candidates.

Responsibilities:

  • Tax Preparation & Review: Prepare and review complex tax returns for ultra-high-net-worth individuals, including trust, estate, and gift tax returns.
  • Tax Planning: Provide tax planning services and identify strategies for minimizing tax liabilities for clients with significant wealth.
  • Client Relationship Management: Build and maintain strong relationships with clients, providing them with trusted advice and personalized tax services.
  • Compliance & Advisory: Ensure clients’ compliance with federal, state, and local tax laws while offering proactive advisory services.
  • Team Collaboration: Work closely with partners and other team members to manage client engagements and ensure a high level of client satisfaction.
  • Research & Analysis: Conduct tax research on complex tax issues affecting high-net-worth individuals and provide guidance to clients and the team.
  • Continuous Improvement: Stay updated on tax law changes and industry trends, identifying opportunities to improve processes and client services.

Requirements:

  • Education: Bachelor’s degree in Accounting, Finance, or related field required; CPA certification is required.
  • Experience: Minimum of 3 years in public accounting, with a focus on tax planning and compliance for high-net-worth individuals.
  • Technical Skills: Proficiency with tax preparation software and advanced Excel skills.
  • Client Focused: Strong client service skills with experience managing relationships with ultra-high-net-worth individuals.
  • Communication: Excellent written and verbal communication skills.
  • Analytical Skills: Strong problem-solving and analytical skills, with the ability to manage complex tax issues.
  • Remote Work: Experience working in a remote environment, with strong time management and self-discipline skills.

Salary: $120,000 + bonus

Please send your resume in Word format to:
Allan Fisher
Premier Financial Search
[email protected]
www.pfssearch.com
661-799-0101

Let’s Connect & Explore Your Options

We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.

About Us

Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond—including major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.

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Remote Tax Manager – Fully Remote

Remote Tax Manager

The Remote Tax Manager will oversee and manage a portfolio of tax clients, with a focus on S-Corporations, partnerships, and high-net-worth individuals. The ideal candidate will have extensive tax experience, strong technical knowledge, and the ability to lead tax engagements remotely. This role requires a collaborative mindset and a dedication to providing exceptional service to clients while managing multiple tax projects.

This is a remote opportunity exclusive to US Candidates.

Responsibilities:

  • Tax Preparation & Review: Manage and review complex tax returns for S-Corporations, partnerships, and high-net-worth individuals, ensuring accuracy and compliance with state and federal tax laws.
  • Tax Planning: Provide strategic tax planning and advisory services to clients, identifying opportunities for tax savings and minimizing liabilities.
  • Client Relationship Management: Serve as the main point of contact for assigned clients, maintaining strong, trusted relationships and addressing any tax-related inquiries.
  • Team Leadership: Lead, mentor, and manage junior staff and tax associates, providing guidance and reviewing their work for accuracy and compliance.
  • Research & Compliance: Stay up to date on tax legislation changes, ensuring clients remain compliant with tax laws and regulations while identifying planning opportunities.
  • Tax Projections & Advisory: Prepare tax projections and provide advisory services to help clients understand their tax position and potential liabilities.
  • IRS & State Representation: Represent clients in audits, tax notices, and inquiries from the IRS and state tax agencies.
  • Process Improvement: Identify and implement opportunities for efficiency improvements in the tax preparation and filing processes.

Requirements:

  • Education: Bachelor’s degree in Accounting, Finance, or related field required; CPA or EA certification required.
  • Experience: 5+ years of tax experience, with a focus on S-Corporations, partnerships, and high-net-worth individuals.
  • Technical Skills: Proficiency with tax preparation software (e.g., ProSystem, UltraTax) and advanced Excel skills.
  • Client-Focused: Strong client relationship management skills, with a focus on providing high-level tax advisory services.
  • Communication: Excellent written and verbal communication skills, with the ability to explain complex tax concepts to clients.
  • Leadership: Proven experience in mentoring and managing tax teams in a remote environment.
  • Analytical Skills: Strong analytical and problem-solving skills with the ability to handle complex tax issues.
  • Remote Work: Experience working in a remote environment with strong time management and self-discipline skills.

Salary: $175,000

Please send your resume in Word format to:
Allan Fisher
Premier Financial Search
[email protected]
www.pfssearch.com
661-799-0101

Let’s Connect & Explore Your Options

We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.

About Us

Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond—including major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.

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Accounting Specialist – Dynamic Hybrid Opportunity

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Accounting Specialist

Join a thriving and dynamic Certified Public Accounting firm with over 70 years of excellence and remarkable growth! This well-established, diverse, and family-oriented organization is dedicated to delivering top-tier accounting, auditing, tax, business advisory, and client business management services.

As they continue to expand, they are seeking a talented Accounting Specialist to join their team, located in the heart of the Valley. With a team of over 50 highly skilled professionals, this firm proudly serves a broad range of businesses across various industries. If you’re looking for a collaborative and supportive workplace to grow your career, this is the opportunity for you!

This exciting hybrid opportunity is open to nearby professionals seeking a flexible work environment with both remote and on-site collaboration.

Responsibilities:

  • Prepare, maintain, and analyze both business and personal general ledgers, reconciling accounts, recording journal entries, and generating financial statements with a keen attention to accuracy and deadlines
  • Prepare, maintain, and analyze accounts payable and accounts receivable functions, ensuring all transactions are processed correctly and on time
  • Conduct monthly and annual bank and credit card entries and reconciliations. Manage manual payroll processing, maintaining salaries, benefits, deductions, taxes, and liability payments
  • Handle quarterly and year-end payroll tax returns, including W2/W3 filings. Manage Form 1099’s, sales and use tax returns/prepayments with CDTFA, and property tax 571 L reporting
  • Open, renew, and close accounts for city business licenses and business property statements
  • Complete census reporting and workmen’s compensation premium calculations
  • Provide exceptional client service by managing multiple client accounts and workflows, ensuring timely filing, reporting, and adherence to deadlines while maintaining high quality service to enhance the overall client experience
  • Contribute to staff training and development by providing one-on-one feedback and fostering a culture of efficiency and collaboration
  • Identify opportunities to streamline accounting processes and workflows, introducing improvements to enhance productivity and accuracy

Requirements:

  • Bachelor’s degree in Accounting (preferred)
  • A minimum of 3 years of experience working in a CPA firm
  • A minimum of 3 years of experience in public accounting
  • A minimum of 2 years of business management experience
  • A minimum of 2 years of real estate/ property management experience
  • A minimum 2 years of manual payroll processing experience
  • Familiarity with payroll audit processes
  • Proficiency in QuickBooks Desktop and QuickBooks Online
  • Proficiency in AppFolio
  • Strong expertise in Microsoft Excel, with demonstrated ability to use advanced features for financial analysis
  • Proven ability to independently manage time, prioritize tasks, and communicate with management as needed
  • Strong client-facing skills with the ability to build and maintain positive client relationships and provide exceptional service
  • Demonstrates a high level of professionalism, maintaining confidentiality, and adhering to strong business ethics and conduct
  • Strong attention to detail, organizational capabilities, and the ability to prioritize tasks effectively
  • A proactive approach to problem-solving and the ability to guide others in achieving operational goals

Salary: $ 70,000 – 80, 000 plus overtime and bonus

Please send your resume in Word format to:
Maggie Sholtis
Premier Financial Search
[email protected]

Let’s Connect & Explore Your Options

We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.

About Us

Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond—including major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.

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