The Role
Prepares advanced individual, partnership, corporate, and trust tax returns; reviews intermediate returns; prepares federal and state estimated tax payments; assists with audits and tax research; manages multiple engagements and deadlines; and mentors staff and interns. The role also supports office training, delivers high-quality client work, and provides guidance while maintaining strong client-service standards.
Summary Generated by Built In
Job description:
- Preparation of advanced Individual, Partnership, Corporate and Trust tax returns
- Review of intermediate Individual, Partnership, Corporate and Trust tax returns
- Preparation of federal and state quarterly estimated tax payments
- Assist with tax audits and tax research projects
- Handle multiple engagements at one time and meet deadlines
- Ask appropriate questions when faced with difficulties
- Produce deliverables that are clear, concise, thorough and of professional quality
- Provide guidance and feedback to staff and interns
- Facilitate and partake in office trainings and mentorship program
- Dedicated to meeting and exceeding the expectations and requirements of internal and external clients
#LI-MS1
QualificationsQualified candidates will possess the following:
- 3 or more years of experience in public accounting
- Undergraduate or graduate degree in Accounting or Tax
- CPA certification obtained or in progress
- Excellent organization and time management skills
- Highly detail-oriented, organized and proactive
- Strong written and verbal communication skills with a client-service focus
- Strong computer skills; knowledge of CCH Axcess and Engagement a plus
- Technical skills reflective of experience
- An ability to work within a team framework and comfortable reporting to multiple people
Our benefits include:
- Competitive salary
- Health, dental, vision, life, long-term disability insurance
- 401(k) plan
- New business and employee referral bonuses
- Professional dues
- Continuing education
- Free parking
Skills Required
- Three or more years of experience in public accounting
- Undergraduate or graduate degree in Accounting or Tax
- CPA certification obtained or in progress
- Excellent organization and time management skills
- Highly detail-oriented, organized, and proactive
- Strong written and verbal communication skills with a client-service focus
- Strong computer skills
- Technical skills reflective of experience
- Ability to work within a team framework and report to multiple people
- Knowledge of CCH Axcess and Engagement
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The Company
What We Do
Lavine, Lofgren, Morris & Engelberg, LLP (LLME) is a San Diego-based accounting firm serving individuals, businesses, and nonprofit organizations nationally and internationally. Since 1985, it has provided personalized tax and accounting services, including accounting, audit and review, business tax, individual/trust/estate tax, and transactional support. The firm emphasizes strategic planning, high-quality innovative solutions, and personal, proactive client service. Its work supports clients' tax and accounting needs through strategic planning and implementation.
