Senior Tax Associate

Posted Yesterday
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Sacramento, CA, USA
Hybrid
Senior level
Professional Services
The Role
Prepare and review tax returns for individuals and various business entities, assist with tax planning, research, and compliance, communicate with clients and tax authorities, identify tax issues, and support managers and partners. The role requires strong technical tax knowledge, analytical and project management skills, client relationship abilities, and CPA or CPA-candidate status.
Summary Generated by Built In

Do you love public accounting and want to join a team that will encourage your professional growth and the opportunity to work with a diverse client base? Would you appreciate being a part of a firm that truly values your efforts and contributions?  Supportive, motivating, inclusive, and approachable leadership are more than words to us, at Gilbert, they are our foundation. 


Gilbert CPAs is one of the largest regional accounting firms and has been serving individuals and organizations in Sacramento and throughout California since 1984. We offer audit, tax, and consulting services to a wide variety of clients including privately held businesses, non-profits, public entity risk pools, educational entities, governmental entities, and employee benefit plans. We’re passionate about what we do and the clients we serve. We have been recognized by the Sacramento Business Journal as an A+ Employer. We're proud to share that Gilbert CPAs has been honored as a 2024 "Best Places to Work" by the Sacramento Business Journal. Here at Gilbert, we take pride in our "culture of caring" and by joining our team you will be able to experience it firsthand. Whether it's supporting our team, serving our clients, or giving back to our community, you'll be part of something special at Gilbert CPAs.


We are currently seeking a Senior Tax Associate to join our tax department. The candidate for the Sr. Associate should be a CPA or CPA candidate, with 2 to 5 years of experience in public accounting, specifically taxation. The candidate must have excellent analytical, organizational, and project management skills.

Responsibilities:


  • Assist managers and partners with tax services including planning, research, and compliance.

  • Prepare income tax returns for various entities and individuals. Demonstrate the ability to apply advanced tax and accounting concepts when providing tax planning or tax preparation services.

  • Recognize potential problem areas in projects/returns and discuss them with appropriate team members.

  • Demonstrate a general understanding of the client's business to identify relevant tax issues. Suggests client tax planning ideas to a manager or partners.

  • Interact with clients on tax return information, deadlines, and other compliance matters. Look for opportunities to provide additional services to clients.

  • Prepare correspondence with IRS and state tax authorities.

  • Develops and expands technical capabilities that require special training, experience, or knowledge.

Qualifications:


  • CPA or CPA candidate with 2-5 years of experience in public accounting.

  • Bachelor's degree required.

  • Must possess technical tax knowledge related to C Corporations, S Corporations, Partnerships, Individuals, accounting methods, property transactions, and tax research

  • Ability to develop and maintain strong client relationships. Provides superior customer service.

  • Must have excellent interpersonal, oral and written communication skills.

  • Must possess excellent project management and analytical skills.

 

This role is based out of our Natomas, Sacramento area office.  A hybrid work schedule is offered after the training period. 

 

Benefits: Gilbert CPA provides a comprehensive benefits package including medical, dental, vision, 401K with company match, paid life insurance and long-term disability, generous paid time off, and ten days paid holiday. The firm is also pleased to provide employees with a training budget for professional development and professional licensure. EOE.

Skills Required

  • CPA or CPA candidate
  • 2 to 5 years of public accounting experience specifically in taxation
  • Bachelor's degree
  • Technical tax knowledge related to C Corporations, S Corporations, partnerships, individuals, accounting methods, property transactions, and tax research
  • Ability to develop and maintain strong client relationships
  • Excellent interpersonal, oral, and written communication skills
  • Excellent project management and analytical skills
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The Company
HQ: Sacramento, CA
94 Employees
Year Founded: 1984

What We Do

Gilbert CPAs is a full-service CPA firm serving the Sacramento region and its organizations since 1984. It provides audit, tax, accounting, and consulting services, pairing national-firm-quality expertise with local-firm attention. Its clients include nonprofits, private businesses, government and education organizations, individuals and trusts, insurers, and employee benefit plans. The firm emphasizes individualized client support and a culture of care for clients, employees, and communities.

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