SD Mayer & Associates is a full service accounting firm with offices located in San Mateo, San Francisco, San Leandro and Menlo Park. The firm's comprehensive services include tax preparation, assurance services, outsourced accounting, wealth management, employee retirement planning, and business consulting. The firm is looking for a Tax Associate with a few years of experience to prepare state and federal returns. Duties include:
Client Management
- Prepare and review complex income tax returns including consolidated and multi-state tax returns.
- Ensures all data needed to comply with filing requirements are collected; identifies and properly communicates missing items to prepare return.
- Initiate communications with and respond to taxing authorities in tax controversy matters.
- Develop relationships with client personnel responsible for tax issues.
- Manage competing priority deliverables and communicate accordingly to deliver excellent client service.
- Accurately prepares quarterly and annual estimated tax liability calculations.
Engagement Management
- Communicate both internally and externally to manage expectations and keep the engagement progressing.
- Develop and motivate engagement staff by providing technical assistance as needed.
- Foster teamwork and innovation to enhance the client service experience.
Qualifications
Education:
- Bachelor's in Accounting, Finance or other related field from an accredited college/university preferred.
Experience:
- 1-6 years recent experience in public accounting with a primary focus on tax preparation.
- Experience with CCH Engagement, CCH Practice Management, or CCH ProSystem fx.
Other Knowledge, Skills, Abilities:
- Ability and willingness to keep maintain confidentiality.
- Ability to multitask, prioritize, and organize efficiently.
- Excellent oral and written communication skills.
- Desire to continue to grow through continuing training.
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
Job Type: Full-time
Pay: $70,000.00 - $80,000.00 per year
Benefits:
Compensation package:
Weekly day range:
Work Location: Hybrid remote in San Mateo, CA 94402