Senior Tax Accountant at Talnt in San Francisco, California, United States

Job description

• The Senior Tax Accountant, CPA is a senior-level public accounting opportunity for an experienced tax and accounting professional with expertise in complex tax compliance, financial reporting, and client advisory services. This role is ideal for a CPA with extensive experience in partnership taxation, real estate tax, high-net-worth individuals, and closely held businesses. The position combines technical tax and accounting responsibilities with strategic tax planning, client consulting, financial statement preparation, and leadership within a collaborative public accounting environment.

Responsibilities

• Prepare and review complex federal, state, and multi-state tax returns for partnerships, S corporations, C corporations, individuals, trusts, and estates.
• Prepare, adjust, and review client trial balances, general ledger activity, and year-end accounting records to ensure accuracy and compliance.
• Record journal entries related to accruals, depreciation, book-to-tax adjustments, and other accounting reconciliations.
• Perform audits, reviews, and compilations in accordance with professional standards.
• Prepare GAAP-compliant financial statements with full disclosures.
• Conduct proactive tax planning and identify opportunities to minimize tax liabilities while supporting long-term client objectives.
• Research complex federal and state tax issues and prepare written technical analyses and recommendations.
• Assist with tax controversy matters, including responding to notices, examinations, and regulatory inquiries.
• Build and maintain strong client relationships through regular communication and strategic advisory services.
• Collaborate with attorneys, financial advisors, and other external professionals on tax planning, entity structuring, and transactional matters.
• Support mergers, restructurings, entity formations, and other specialized consulting engagements.
• Mentor and develop junior accounting professionals through coaching, technical guidance, and review of work product.
• Leverage accounting technology, workflow automation, and AI-enabled tools to improve efficiency, productivity, and client service.
• Manage multiple client engagements simultaneously while maintaining quality standards and meeting deadlines.

Requirements

• Active Certified Public Accountant, CPA, license in good standing.
• Bachelor's degree in Accounting or a related field.
• Minimum of 7 to 10 years of public accounting experience with significant tax and assurance responsibilities.
• Extensive experience preparing and reviewing complex partnership, corporate, individual, and trust tax returns.
• Strong background in partnership taxation, including IRC Sections 704(b), 704(c), 754, 1031 exchanges, Section 163(j), Section 199A, and pass-through entity taxation.
• Demonstrated experience serving real estate clients, closely held businesses, and high-net-worth individuals.
• Thorough understanding of Generally Accepted Accounting Principles, GAAP, financial statement preparation, audits, reviews, and compilations.
• Experience performing tax research and interpreting complex tax regulations.
• Strong analytical, organizational, and project management skills with the ability to manage multiple priorities.
• Excellent written and verbal communication skills with a client-focused, consultative approach.
• Proficiency with professional tax software, accounting applications, Microsoft Office 365, QuickBooks, and document management systems.
• Ability to work independently while collaborating effectively within a professional accounting team.
• Advanced experience with complex real estate partnerships and investment structures.
• Experience with trust and estate taxation, wealth planning, and multi-generational tax strategies.
• Familiarity with multi-state taxation and complex entity structures.
• Experience supporting business transactions, restructurings, and strategic tax consulting engagements.
• Previous experience mentoring, reviewing, and developing accounting staff.
• Strong interest in process improvement, workflow automation, AI tools, and technology-driven accounting solutions.
• Demonstrated ability to identify tax planning opportunities that create long-term value for clients.
• Commitment to continuous professional development, exceptional client service, and technical excellence.

Skills

Required

• Client-focused, consultative approach
• Professional tax software
• Accounting applications
• Microsoft Office 365
• QuickBooks
• Document management systems
• AI-enabled tools