Senior Tax Accountant (Remote/Hybrid/Onsite)

Senior Tax Accountant (Remote/Hybrid)

Overview:

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.

Qualifications:

• 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

Location:

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

Benefits:

• 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 info@vofcpa.com.