Tax Senior — Fresno, CA

Full‑time | On‑site

Overview

We are seeking an experienced Tax Senior to support a diverse client portfolio through high‑level tax planning, compliance, and advisory work. This role is ideal for a detail‑oriented professional who enjoys solving complex tax challenges, collaborating with clients, and contributing to a high‑performing team environment.

Key Responsibilities

• Prepare and review federal, state, and local tax returns for individuals, corporations, partnerships, and trusts.

• Research complex tax issues and provide clear, actionable recommendations.

• Develop and support tax planning strategies to help clients minimize liabilities and improve financial outcomes.

• Review financial statements to ensure accuracy and alignment with GAAP.

• Partner with clients and internal team members to gather documentation and ensure timely, accurate filings.

• Maintain organized and accurate financial records using accounting software, including QuickBooks.

• Perform general ledger reconciliations and assist with financial statement preparation.

• Stay current on evolving tax laws, regulations, and industry best practices.

Qualifications

• Bachelor’s degree in Accounting or related field required; Master’s degree preferred.

• Minimum of 3 years of relevant tax experience in public accounting, private industry, or consulting.

• Experience or interest in a specialized tax area is a plus.

Licenses & Certifications

• CPA, EA, or Attorney license preferred.

• Additional tax‑related certifications are beneficial.

Technical Skills

• Strong proficiency in Microsoft Office (Word, Excel, PowerPoint).

• Experience with Adobe Acrobat preferred.

• Familiarity with tax research tools and tax compliance software is advantageous.

Additional Skills

• Strong understanding of tax laws, including areas such as trusts, estates, and securities.

• Solid foundation in tax accounting principles and practices.

• Ability to research and interpret complex tax issues.

• Exceptional analytical, organizational, and problem‑solving skills.

• High attention to detail and accuracy.

• Excellent communication skills for client and team interactions.