Staff Accountant (Tax & Audit) (Hybrid/Remote Potential)

Tax Accountant

Are you a seasoned accountant who excels at preparing tax returns? Do you have a keen eye for details and enjoy serving clients, as you nurture your career as an established CPA? Are you looking to broaden your experience by working on financial statement audits?

We are looking for a Tax Accountant who will be a trusted advisor to clients, who will provide insightful business solutions and build long-term strategies for client success. The ideal candidate will work closely with the partners of an established San Diego CPA firm and get opportunities to grow personally and professionally.

Keep reading IF:

YOU ARE PROFESSIONAL AND DEADLINE DRIVEN - You exude professionalism and display patience as you stay cool under pressure. You provide an exceptional customer experience for each and every client and know the importance of following through with details to get things to the finish line.

YOU HAVE EXCEPTIONAL COMMUNICATION AND PERSUASION SKILLS - You communicate clearly and confidently with colleagues and clients in person, on the phone and through email by practicing empathy and active listening. You are very personable and can easily develop rapport with clients with different styles and are able to make them feel understood while getting them to take the necessary actions to drive projects forward.

YOU ARE A PROBLEM SOLVER AND ARE DETAILED ORIENTED -You bring issues to attention right away and take the time to find the right solutions with a sense of urgency. You can spot errors and mistakes and stay focused on the important details without getting lost in the weeds in non-critical areas. You are a lifelong learner and open to feedback when challenging situations arise.

ESSENTIAL DUTIES MAY INCLUDE:

In the first 30-60 days and ongoing:

• In the first 2 weeks, successfully completes company training and begins using accounting software. Builds positive working relationships with internal teams and Partners.
• Successfully follows and implements established company processes and successfully works closely with each RBTK team member including Partners, managers, staff and clients.
• By day 30, follows up and ensures constant communication is happening with Partners, team and clients to ensure very few, if any surprises occur.
• By 60 days, can work independently and has taken responsibility of the day-to-day accounting and management reporting of assigned clients.

By the 90-day mark and ongoing:

• Apply previous successes and hit the ground running', managing tax clients from start to finish.
• Efficiently leads 1-2 client accounting engagements from start to finish and can manage various public accounting duties including but not limited to: financial statement audits from planning to completion, review and compilation engagements.

By the 6th month mark and ongoing:

• Shows ability to take on enough of the client engagements to balance the workload of the team.
• Successfully manages 3-4 accounting engagements & 10-12 tax returns at one time.
• Shows competency in several types of tax and answers questions from junior accountants during tax season.

By the 12th month mark and ongoing:

• Proactively identifies problems that come up in client tax returns or financial statement audits, and consistently offers good, actionable ideas and solutions to Partners.
• Is a dependable teammate who consistently follows through with deliverables to get client engagements completed in a timely manner.
• Is an integral team member who is the go-to person for client questions and has been entrusted with multiple repeat engagements.

EDUCATION, SKILLS & EXPERIENCE:

• Bachelor's degree in Accounting or related degree with Accounting Certificate required
• 2+ years' progressive experience in tax and accounting required
• 2+ years Public Accounting experience preferred
• Experience with individual, corporate, partnership, and trust tax return preparation.
• Experience with Lacerte tax software a plus
• CPA or CPA candidate preferred
• Extensive experience with data entry and record keeping required
• High level of proficiency in Microsoft Office Suite, QuickBooks and Adobe Acrobat and CCH Engagement preferred
• Proven ability to improve procedures and consistently meet deadlines required
• Ability to independently prioritize and juggle multiple demanding deadlines in a fast-paced environment with a positive attitude.

WHO WE ARE: We live a well-balanced lifestyle, we collaborate, believe in team-work and share ideas, improvements and give feedback. We desire to learn something new every day and believe anything is possible, that you can define your future, and we always seek to add value: to our clients, to our team, and to ourselves. We are more than just CPAs, we are trusted advisors. We provide insightful business solutions and help our clients to build long-term strategies for success. Built on a foundation of trust, industry knowledge and innovative practices, RBTK is continuously building its clients' partnerships and expanding their economic growth, security and overall financial prosperity. Since 1981, we have provided superior service and strategic business advice to our clients. Our founders are business owners who happen to do accounting and tax.

Benefits: Competitive compensation and career paths across departments and levels, Medical, Dental, Vision and Chiropractic Insurance, FSA and Dependent Care Cafeteria Plans, Short and Long Term Disability Insurance Term Life Insurance, 401(K) Retirement Plan, Paid Holidays, PTO, Licensing reimbursement programs, CPE training and credit, Hybrid/Remote potential.