Tax Professional

Tax Professional

07 Nov 2024
California, San diego, 92101 San diego USA

Tax Professional

Established, Reputable and Growing CPA firm in the Golden Triangle is looking for an experienced Tax Senior to join our team on a full-time basis.

Who You Are

A qualified professional who possesses the necessary technical skills and demonstrates positive leadership characteristics and a passion for public accounting.

Who We Are

Nasella, Mathis & Associates is a full-service firm providing tax, attest and consulting services to our clients since 1984. Our clients include closely held businesses, high net worth individuals and nonprofit organizations.

We have an great firm culture focused on our core values. We support our team in professional development and encourage community involvement. We pride ourselves in high tech client service for which we have built a strong reputation in San Diego.

What You Will Be Responsible For

Preparation of simple to complex entity and individual tax returns

Preparation of complex tax planning and compliance projects

Proactively managing your workload by monitoring projects and working with the team leaders

Anticipating and recognizing client issues and working with the team to develop and present solutions

Identifying opportunities to provide additional services to help our clients achieve their goals

Coordinating with the attest department to prepare and deliver tax services in a cohesive manner

Working knowledge of QuickBooks, including QuickBooks Online.

Developing a personal network of contacts through active involvement in professional and civic organizations

as well as the community

What You Should Possess

Bachelor’s degree in accounting

CPA license preferred

10 years of public accounting experience in taxation

Strong desire for a career in public accounting

Flexibility to juggle complex assignments and routine engagements

Hands-on problem solving abilities

Ability to work both independently and as part of a team

Excellent analytical, organizational and project management skills

Strong communication and interpersonal skills

Ability to develop and maintain strong client relationships

Proficient in MS Office

Familiarity with Lacerte software a must

Proficient in QuickBooks

What We Offer

The opportunity to grow with a firm recognized for excellence and leverage your skills and to succeed both professionally and personally. We provide a different experience than other public accounting firms with a fierce dedication to work-life balance, CPA prestige and professionalism at a small firm with continued opportunity for growth. We offer competitive salary and benefits.

Generous benefits package including 401k plan, wellness plan and a PTO plan.

Workout facilities, showers & gym lockers.

Well located Class A space.

Great places to eat and shop

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