Tax Staff Accountant – Bay Area Family Office

Tax Staff

Our client is a respected and trusted Family Office Firm in the San Francisco Bay Area. They approach every client interaction with a goal to be a best-in-class wealth management provider, make an emotional connection, and provide an enhanced level of service and higher levels of satisfaction. Because of this, they are growing! They are attracting more clients, cultivating more profitable clients and making a greater contribution to the overall revenue and profitability. Naturally they are looking to expand their team of like-minded individuals. That’s where you come in.

They can provide professionals like you an energetic, exciting and rewarding environment that comes with growth and market leadership.

As a Tax Staff Accountant, you will be responsible for preparation and completion of tax documents and client deliverables.  This position works under the direct guidance of the Tax Manager/Principal.

Responsibilities:

• Gain a basic understanding of the client’s financial, business and family goals
• Prepare tax deliverables: multitasking preparation of workpapers, input of data to tax return software program, and printing of all applicable filings/returns for review
• Ensure accuracy of all tax deliverables and consistency of the design and content of presentations and work papers
• Learn to use computer programs specific to preparation of tax returns and tax projections (i.e. CCH, Access and BNA Tax Software)
• Prepare tax deliverables through assignment of returns and related filings (extensions, etc.) for assigned clients/entities, and modifications upon review of deliverables by Manager/Principal  Maintain work standards that minimize risk exposure
• Provide detailed focus on assigned projects and alert the Manager/Principal of technical tax issues that may arise; participate in discussions regarding resolution of tax issues
• Deliver timely and quality work-product that meets or exceeds internal (Manager/Principal) and external (client) expectations
• Apply tax knowledge to client situations, and work to expand knowledge over a broad range of entities and situations
• Proactively communicate areas where technical tax knowledge is needed, and work with Manager/Principal to determine and achieve personal and career development

Requirements:

• Bachelor’s Degree in Accounting or related field
• 1 to 2 years of experience (either internship or prior work experience) in public accounting
• Creative problem solving
• Client Service mindset must be a strength
• Strong written and verbal communication skills

Salary: $75,000 – $97,000

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