Department: Tax

Reports to: Tax Manager or Partner
FLSA Status: Full-Time, Exempt


Assist Tax team in performing day-to-day tax functions for clients.


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

Core Responsibilities

  • Complete assigned tasks / jobs
  • 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

Essential Functions

  • Receive tax mail from office mail room and distribute to appropriate tax firm tax professional
  • Setup new clients in GoFileRoom and Pro System fx
  • Coordinate assigning professional person responsible for Firm Flow steps
  • Monitor tax return / projects for Firm Flow tracking system
  • Create and distribute weekly tax returns status reports to Partners/Managers
  • Assist in ongoing maintenance/cleanup of the tax return/ projects tracking system
  • Client Data – scan electronic documents into the client specific documents folder in GoFileRoom, obtain and deliver copies of previously filed client tax returns, and return original documents to clients
  • Assemble completed tax returns, estimates and extensions and deliver to appropriate personnel, as well as update the tracking system
  • Coordinate and submit all certified mail for the department and maintain tracking log
  • Prepare mailing of copies of returns, estimated tax payment vouchers to clients
  • For Client Account Services clients – print payment vouchers and instructions, prepare mailing envelopes and present to account manages
  • Transmit returns and extensions electronically
  • Manage tax return electronic filing system processes, including verifying e-file was accepted and managing e-file rejections and taking corrective action on rejected files

Nonessential Functions

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

Minimum Qualifications

  • Experience serving the cannabis industry preferred
  • Minimum of one year related tax experience
  • Experience using GoFile Room, ProSystems and Sharefile strongly preferred
  • Associates degree (AA) or equivalent
  • Bachelor’s degree with a major in accounting or related field required
  • Excellent customer service skills (internal and external)
  • Strong attention to detail
  • 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) and Adobe products

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