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The Senior Accountant will manage financial reports, prepare journal entries, maintain accounts, assist with budgets, and ensure compliance with GAAP while supporting clients.

Manage and review complex federal, state, and multi-state flow-through tax returns; assist with tax planning; research tax law and complex issues; coordinate client engagements; mentor team members and maintain client relationships.

Prepare federal and state (including multistate) tax returns for individuals and entities; apply basic accounting analysis to returns; conduct tax research; support senior staff in engagements; track engagement status; collaborate across teams; receive mentorship and build foundational tax compliance and client communication skills.

Lead fiduciary accounting for complex multigenerational family engagements, oversee trust accounting and quarterly beneficiary distributions, supervise and train staff, review partnership and fiduciary tax returns, manage full compliance cycle, advise on tax planning, and coordinate with trustees and external advisors.

Manage day-to-day accounting for a book of clients using cloud platforms; review and mentor client accountants; prepare financial statements and reconciliations; serve as day-to-day client contact; champion cloud and AI tools to improve processes and ensure timely, accurate deliverables.

Manage federal and state tax engagements for individuals, partnerships, S corporations, and trusts. Review complex returns and workpapers, oversee engagement timelines and teams, provide tax planning and research, build client relationships, mentor staff, and collaborate with partners on practice growth and business development.

Manage a portfolio of partnership and S-corporation clients handling tax compliance, federal and California planning, returns, quarterly projections, and year-round tax advice. Serve as primary client advisor, build relationships, supervise and mentor tax staff, and contribute to practice development and business growth across service lines.

Lead tax compliance and planning for pass-through entities and owners, manage a client portfolio, provide year-round tax planning and projections, supervise and mentor tax staff, and contribute to practice development and business growth with a path to Partner.

Prepare and review federal and state tax returns for individuals, partnerships, S corps, and trusts. Oversee staff work, mentor team members, manage client relationships, prepare estimates and projections, research technical tax issues, assist partners with planning, and manage engagement timelines and workflow across multiple clients.

Lead forensic accounting, litigation support, dispute resolution, and business valuation engagements. Manage planning, scoping, budgeting, technical review, staff development, and client/attorney communication. Prepare and review deliverables, reconcile discovery data, and ensure accurate, timely workpapers and reports.