Tax Specialist

Experience work-life balance with a standard 36-hour, four-day work week.We encourage applications from current Partners and Senior Managers or Directors ready to transition into a Partnership role. Unlike many firms, we do not prioritize sales or practice development skills; instead, you will inherit a substantial client base.If you are an experienced tax professional with more than 10 years of experience, particularly specializing in real estate limited partnerships, C and S corps, fiduciary, and high net worth individual tax, this is an excellent opportunity and we would love to have a conversation with you. A CPA is required, along with exceptional staff management and training skills. A JD or Master’s degree in tax would be advantageous. Familiarity with BNA and Lacerte tax preparation software is preferred. We value candidates who are interested in entrepreneurship and providing collaborative support to fellow entrepreneurs.Key Responsibilities:Demonstrate outstanding technical proficiency in taxation, particularly in individual, real estate partnership, corporate, and fiduciary tax areas.Mastery of California and multi-state tax regulations, as well as Lacerte and BNA Tax Projection software.Review tax returns prepared by staff and occasionally handle complex returns.While not obligatory, the ability to generate and nurture new business is highly valued.Requirements:Strong multitasking skills and excellent writing abilities.Proven leadership in training and mentoring staff.Effective interaction with existing and potential clients.Friendly, resourceful, precise, and efficient.Excellent interpersonal communication skills.Benefits:Comprehensive medical coverage with 100% premium coverage for employees.Group life insurance and disability benefits.Nonmatching 401K and employer contribution to profit-sharing plan.Generous paid time off, firm closures on holidays and specific days.Firm coverage of license renewal fees and professional dues.Reimbursement for continuing education.We prefer candidates from reputable local CPA firms, but we also welcome individuals from Big-4 and national CPA firms. Corporate Tax Directors or VPs with less than two years in public accounting will also be considered. Base salary potential ranges from $200K to $300K, potentially higher!We offer a unique work schedule, with Fridays off outside of tax season. Work nine hours per day from Monday to Thursday, except during peak tax periods.Join us in enjoying a three-day weekend throughout the year!