Tax & Accounting Senior
Tax & Accounting Senior
Position Overview
Key Responsibilities
Tax Preparation & Compliance
Government & Nonprofit Specialization
Client Service & Management
Practice Development
Required Qualifications
Preferred Qualifications
Skills & Competencies
What We Offer
CPA Firm | Sacramento, California
Position Overview
Our client is seeking an experienced Tax & Accounting Senior to join their growing CPA firm in Sacramento. The ideal candidate will have a strong background in government agency compliance, nonprofit tax regulations, and individual taxation. This role offers the opportunity to work with diverse clients while developing expertise across multiple tax specializations in a collaborative professional environment.
Key Responsibilities
Tax Preparation & Compliance
- Prepare and review complex individual, nonprofit, and government entity tax returns
- Ensure compliance with federal, state, and local tax regulations
- Research tax issues and provide technical guidance on complex matters
- Review junior staff work and provide mentoring and training
Government & Nonprofit Specialization
- Prepare Form 990 series returns for nonprofit organizations
- Handle government entity compliance including audits and special reporting requirements
- Navigate tax-exempt status requirements and unrelated business income tax (UBIT)
- Assist with Single Audit compliance and federal grant reporting
Client Service & Management
- Serve as primary contact for assigned client portfolio
- Provide proactive tax planning and advisory services
- Communicate complex tax concepts clearly to clients
- Identify opportunities for tax savings and process improvements
Practice Development
- Participate in business development activities and client retention efforts
- Stay current with tax law changes and continuing education requirements
- Contribute to firm knowledge base and best practices
- Support marketing initiatives and professional networking
Required Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- 4-7 years of progressive tax and accounting experience
- Previous experience with government agencies and nonprofit organizations
- Strong knowledge of individual taxation (Forms 1040, 1041, 1065, 1120S)
- Proficiency in professional tax software (Drake, ProSystems fx, or similar)
- Advanced Excel skills and general computer proficiency
Preferred Qualifications
- CPA license (California preferred) or CPA candidate
- Experience with Form 990 preparation and nonprofit compliance
- Knowledge of government auditing standards and federal compliance
- Experience with estate and trust taxation
- Familiarity with California state tax requirements
- Previous public accounting firm experience
Skills & Competencies
- Strong analytical and problem-solving abilities
- Excellent written and verbal communication skills
- Detail-oriented with strong organizational skills
- Ability to manage multiple priorities and meet tight deadlines
- Leadership qualities and mentoring capabilities
- Client service orientation with professional demeanor
What We Offer
- Competitive salary commensurate with experience
- Comprehensive benefits package including health, dental, and vision insurance
- 401(k) plan with company matching
- Professional development and continuing education support
- CPA exam and licensing fee reimbursement
- Flexible work arrangements and work-life balance
- Performance-based bonuses and advancement opportunities
- Collaborative team environment in modern Sacramento office
Sacramento, California
Up to £0.00 per annum
