Department: Tax

Reports to: Tax Manager or Partner
FLSA Status: Full-Time, Exempt
Date Prepared: Jul 2017


Performs day-to-day tax functions for clients.

  • Core Responsibilities:
  • Complete assigned tasks / jobs
  • Learn the growth process (identify and communicate growth)
  • Identify and help solve engagement (job) technical issues, anomalies, non-routine items
  • Collaborate and communicate with client and team members in a professional manner
  • Actively sit and pass CPA examination


Los Angeles, Newport Beach, San Francisco, Sacramento, San Diego

Essential Functions

  • Works with the tax team to prepare business and individual tax returns.
  • Ability to prioritize and manage multiple assignments of varying sizes and complexity within given timeframe and budget
  • Ensures professional development through ongoing education and obtaining additional certifications as appropriate.
  • Helps handle routine client tax questions, and works with clients to collect necessary information for tax return completion and compliance.
  • Prepare account reconciliations and journal entries related to tax accruals
  • Prepares various types of state and federal tax returns
  • Develop an understanding of Firm policies, processes, and procedures
  • Completes research and special projects as needed.

Nonessential Functions

  • Performs other duties as assigned from time to time by Seniors, Managers, or Partners.

Working Conditions

  • Overtime during busy season.
  • Minimal Hazards.
  • Travel to client sites overnight may be required

Minimum Qualifications

  • Bachelor’s degree with a major in accounting or related field required
  • Meet educational requirements to sit for the CPA exam as outlined by the Board of Accountancy in the state of your preferred office location
  • Knowledge of CCH Prosystems is preferred
  • Knowledge and understanding of accounting including bookkeeping and journal entry preparation preferred
  • Excellent customer service skills (internal and external)
  • Creative problem solving and research skills
  • Strong written and verbal communication and interpersonal skills
  • Able to work effectively both as part of a team and independently
  • Highly motivated and interested in taking the initiative for personal growth and development
  • Able to handle multiple priorities, tasks and simultaneous projects
  • Ability to travel to client locations which may include occasional overnight stays
  • Ability to work overtime as needed
  • Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook)

Success Factors

  • Career ownership through proactively seeking assignment, research, helping others, seeking feedback and keeping others informed of available hours
  • Team player – help where you can, stay engaged with the team through project completion
  • Task/deadline oriented – completing projects within expectations i.e. timeframe and budget
  • Continually work to increase quality of work through asking questions and being receptive to review notes and feedback
  • Ownership of work – follow through to completion and communicate status with seniors/supervisors often