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.
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
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