Tax Staff
Addison Group
San Mateo Metro
4d ago

Job Title : Tax Staff Accountant

Location : Menlo Park, CA

Internal Job ID : 468941

CVPartners is seeking a Tax Staff Accountant to be responsible for preparation and completion of tax documents and client deliverables.

This position works under the direct guidance of the Tax Manager / Principal.

Responsibilities :

  • Learn to use computer programs specific to preparation of tax returns and tax projections .
  • Prepare tax deliverables through assignment of returns and related filings (extensions, etc.) for assigned clients / entities, and modifications upon review of deliverables by Manager / Principal Maintain work standards that minimize risk exposure
  • Provide detailed focus on assigned projects and alert the Manager / Principal of technical tax issues that may arise; participate in discussions regarding resolution of tax issues
  • Begin to learn and apply Catalyst Family Office’s comprehensive approach by identifying potential tax issues and coming up with possible solutions to review with Tax Manager or Principal
  • Deliver timely and quality work-product that meets or exceeds internal (Manager / Principal) and external (client) expectations.
  • Apply tax knowledge to client situations, and work to expand knowledge over a broad range of entities and situations

  • Proactively communicate areas where technical tax knowledge is needed, and work with Manager / Principal to determine and achieve personal and career development
  • Gain a basic understanding of the client’s financial, business and family goals Prepare tax deliverables : multitasking preparation of workpapers, input of data to tax return software program, and printing of all applicable filings / returns for review Ensure accuracy of all tax deliverables and consistency of the design and content of presentations and work papers
  • Qualifications :

  • Bachelor’s degree in related field preferred
  • 1-2 years’ experience with income taxation and fiduciary. Prior work experience is not required, however, internship or prior work experience a plus
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