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Senior Tax Accountant (Remote/Hybrid/Onsite)

Senior Tax Accountant (Remote/Hybrid/Onsite)

Senior Tax Accountant (Remote/Hybrid)


The Senior Tax Accountant role is responsible for fulfilling compliance and tax preparation related projects, as well as provide high-level advisory and planning services, while actively managing, retaining, and growing client engagements.

About Us:

Valley Oak is a full-service financial services with a three-pronged approach. We operate and manage a full-service CPA firm, Investment and Advisory firm, and Insurance Firm. Our niche is working with business owners to create a customized plan to lower income taxes, optimize personal wealth, and minimize wealth transfers.


  • Bachelors or master’s degree in Accounting, Finance, or related program
  • Active CPA accreditation
  • 2+ years’ experience in Public Accounting

Qualities and Characteristics:

For the Senior Tax Accountant to be successful they should need to display not only a comprehension of technical knowledge but also the ability to work with clients and staff in a way that elevates the firm’s values.  This person should have at least 2 years’ experience in tax preparation, bookkeeping, and payroll processing.  They should have an exceptional attention to detail and organizational skills. 

 Functional Responsibilities: 

  • Proficient at preparing and completing individual tax returns
  • Proficient at preparing and completing S Corp, Partnership, C Corp, Estate and Trust tax returns
  • Proficient in Ultra Tax, Fixed Asset Solutions, and Practice CS
  • Must have a sense of urgency to complete tasks timely
  • Ability to manage work flow with minimal supervision
  • Proficient in researching tax related questions and problem solving before elevating issues
  • Actively involved in client meetings and the ability to communicate with clients regularly via email and video conferences
  • Supervisor and reviewer of accounting staff and work performed by accounting staff
  • Training of accounting staff for bookkeeping, return preparation, and other processes and procedures
  • Collaboration with administrative staff for initial client onboarding and engagement renewal
  • Preparation and collaboration with Executive Team on all high-level returns and tax planning
  • Main point of client contact for questions and issue resolution


Full-time, hybrid, remote, or onsite position based on location.


  • Health Insurance premiums paid by Valley Oak
  • 401(k) with Employer Match
  • Nine Paid Holidays
  • Two Weeks Accrued Vacation
  • One Week Accrued Sick Leave
  • Comp Time Program during Tax Season
  • Paid day off for your Birthday
  • Quarterly Bonuses
  • 40 hours of CPA/CFP paid study time

If interested in applying for this position, send your resume to