Senior Tax Associate

Beebout Williams & Olds CPAs · United States

Benefits:

• IRA with employer match
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Vision insurance

• Delivering exceptional client service
• Building a team culture of critical and analytical thinking with a growth mindset
• Leveraging technology to work smarter and keep up with the rapidly changing industry

• Prepare returns that hold up. Individual, S corporation, partnership, exempt organizations, and trust returns, prepared accurately and ahead of deadline, with workpapers your reviewer can trust and compliance risk minimized.
• Turn numbers into ideas. Interpret financial data, monitor client trends, and flag tax planning and optimization opportunities for your manager and clients. The best ideas here don't die in a email or meeting — they become paid planning engagements, and you'll see yours get there.
• Do real research. Dig into changes in tax legislation and what they mean for clients, contribute to research projects, and help draft responses to the IRS and other tax authorities.
• Mentor the associates around you. Be the first stop for associate’s questions and help them build their compliance and strategy instincts.
• Build client relationships. Communicate clearly and professionally, anticipate needs, and deliver service that makes clients feel looked after.
• Own your workload. Manage concurrent deadlines and shifting priorities in Karbon, and hit internal firm deadlines (time entry, billing) without being chased. Your numbers — on-time delivery, review notes per return, response times — are visible in Karbon, and you own them.

• Weeks 1–2: Get inside our systems: Karbon workflows, prep and review standards, and communication standards. Meet your pod and take your first returns into production.
• By day 30: Carry a full prep workload. Your workpapers are clean, your self-review catches issues before your reviewer does, and your deadlines are tracked in Karbon.
• By day 60: Take on more complex returns, complete your first research project or tax authority response draft, and start fielding questions from junior preparers.
• By day 90: Be trusted with some of your pod's more complex work, actively mentor at least one junior preparer, and have clients who recognize you as a responsive point of contact.

• Your returns move through review with fewer notes each season
• You're the go-to for associates day-to-day questions
• You've surfaced planning ideas that made it to clients
• You're building the review and leadership skills that point toward the manager track
• You've begun first-pass reviews of associate-prepared returns — the first concrete step on the manager track

• Intellectually curious. You want to know why, not just which box to check, and you enjoy digging into new legislation and gray areas.
• Accurate and efficient. Strong attention to detail, disciplined self-review, and work that's both right and on time.
• Organized under pressure. You prioritize a fast-paced, varied workload and keep concurrent, shifting deadlines moving without dropping anything.
• Coachable. You take constructive feedback well and visibly act on it. That's how you'll grow here.
• Team-first and professional. You collaborate, keep a professional demeanor with coworkers and clients, and make your pod a better place to work.
• Entrepreneurial. You build relationships naturally, inside the firm and with clients, and you take initiative rather than waiting for direction.

• Bachelor's degree, preferably in accounting or finance
• 3–5 years of experience providing tax compliance and consulting services in public accounting, or an appropriate balance of education and work experience
• Eligible to sit for the CPA exam and actively working toward a CPA or EA license
• Strong understanding of accounting and tax rules
• Excellent verbal and written communication skills
• Available to work evenings and weekends during peak tax season on an as-needed basis

• CPA license, EA, or law license
• Advanced degree in tax or accounting
• Intuit Lacerte tax software experience
• Experience with any of the following: affordable housing, Low Income Housing Tax Credits (LIHTC), HUD, real estate and developers, partnerships, housing authorities, exempt organizations, trusts, or high-net-worth individuals and family groups.

• Hybrid schedule anchored to our El Dorado Hills, CA office
• Competitive base salary of $70,000–$140,000, depending on experience. Non-Exempt classification with paid overtime during peak season.
• Paid time off, holidays, and comprehensive benefits including healthcare, dental, vision, and IRA with employer match
• Direct on-the-job coaching and mentoring, plus firmwide learning and development programs
• Still finishing your CPA or EA? Exam fees reimbursed, plus a bonus when you pass
• A pod structure that gives you real ownership early, with a visible path toward review and management

• Video interview with our COO and Owner. We hit the ground running: an in-depth conversation about our firm, our leadership, and our goals for this position, along with a deeper look at your experience and career goals.
• Second interview with our COO, Owner, and tax managers. We go deeper on your technical expertise and work through situational questions, and you'll meet some of the people you'd work alongside.
• Offer. From there, we're ready to move.