Tax Senior - R&D

Top regional CPA firm is seeking an experienced Remote Tax Senior to work with a client base of private companies, construction, insurance, real estate, manufacturing, and not-for-profit organizations. The position can also be hybrid in the Irvine, CA area.  Requirements Experience preparing complex multi-state, consolidated corporation, partnership, and individual tax returns Bachelor’s degree in accounting or related field CPA license or on track to obtain Three or more years of recent public accounting experience Insurance industry experience a plus Technically savvy with excellent organization, writing, and communication skills Ability to prioritize effectively, multi-task, handle multiple assignments, and thrive with minimum supervision from supervisors, managers, and partners Benefits Unlimited paid time off – you set your days off to balance your work and personal life Remote work environment or Irvine, California office location Access to state-of-the-art technology, research tools, and national and international resources Medical, dental, vision, and life insurance Eligibility for 401(k) matching and 3% salary-based annual safe harbor match  Continuing education CPA exam course reimbursement Virtual and in-person gatherings Annual $300 charitable donation to your favorite charity

We are a well-established, highly profitable regional CPA firm seeking an experienced Tax Director to join our growing team. This leadership role offers the opportunity to work with a diverse client base, including both SEC and closely held companies, across a variety of industries. We provide excellent benefits, a strong work-life balance, and clear opportunities for fast-track career advancement. Key Responsibilities: Review and approve complex tax returns and government examinations. Serve as a subject matter expert in a technical discipline or industry sector. Oversee all aspects of client service, ensuring work is completed accurately and within budget. Manage large and complex tax engagements, delegating work as appropriate. Actively participate in client meetings and tax planning initiatives, supporting the Audit & Accounting (A&A) department. Act as a resource on advanced tax issues for both tax and A&A staff. Handle client communications and maintain responsibility for high-value client relationships. Communicate tax law developments and their impact to internal teams and clients. Manage and represent clients during governmental tax examinations. Oversee and mentor staff, including performance evaluations, training, and recruitment. Ensure timely and accurate billing and collections. Monitor and interpret economic and political developments that may affect clients. Participate in business development through community and industry involvement. Travel occasionally for client engagements, meetings, or seminars. Overtime is required throughout the year; extended hours expected during tax season (Jan 1–Apr 15). Requirements Required Qualifications: 7–10 years of public accounting experience with increasing complexity in tax engagements. At least 2 years of experience representing clients before taxing authorities. Minimum 1 year of supervisory experience. Bachelor’s degree in Accounting. Active CPA license in good standing; member of AICPA. Minimum of 40 hours of continuing professional education annually. Proven leadership, staff development, and client management capabilities. Preferred Qualifications: Deep expertise in technical tax matters and industry-specific tax applications. Master’s in Taxation preferred Strong client-facing communication skills and business development experience. Benefits Benefits: Competitive compensation with potential for large performance bonuses. 5% employer contribution to your 401(k) plan. Comprehensive health insurance and benefits package. Reasonable work-life balance with flexibility. Leadership development and career advancement opportunities.

We are a well-established, highly profitable regional CPA firm seeking an experienced Tax Director to join our growing team. This leadership role offers the opportunity to work with a diverse client base, including both SEC and closely held companies, across a variety of industries. We provide excellent benefits, a strong work-life balance, and clear opportunities for fast-track career advancement. Key Responsibilities: Review and approve complex tax returns and government examinations. Serve as a subject matter expert in a technical discipline or industry sector. Oversee all aspects of client service, ensuring work is completed accurately and within budget. Manage large and complex tax engagements, delegating work as appropriate. Actively participate in client meetings and tax planning initiatives, supporting the Audit & Accounting (A&A) department. Act as a resource on advanced tax issues for both tax and A&A staff. Handle client communications and maintain responsibility for high-value client relationships. Communicate tax law developments and their impact to internal teams and clients. Manage and represent clients during governmental tax examinations. Oversee and mentor staff, including performance evaluations, training, and recruitment. Ensure timely and accurate billing and collections. Monitor and interpret economic and political developments that may affect clients. Participate in business development through community and industry involvement. Travel occasionally for client engagements, meetings, or seminars. Overtime is required throughout the year; extended hours expected during tax season (Jan 1–Apr 15). Requirements Required Qualifications: 7–10 years of public accounting experience with increasing complexity in tax engagements. At least 2 years of experience representing clients before taxing authorities. Minimum 1 year of supervisory experience. Bachelor’s degree in Accounting. Active CPA license in good standing; member of AICPA. Minimum of 40 hours of continuing professional education annually. Proven leadership, staff development, and client management capabilities. Preferred Qualifications: Deep expertise in technical tax matters and industry-specific tax applications. Master’s in Taxation preferred Strong client-facing communication skills and business development experience. Benefits Benefits: Competitive compensation with potential for large performance bonuses. 5% employer contribution to your 401(k) plan. Comprehensive health insurance and benefits package. Reasonable work-life balance with flexibility. Leadership development and career advancement opportunities.

Our client, a CPA firm established in 1989, is based in San Francisco-but active globally-they provide comprehensive tax, financial and consulting services. The resolution of complex issues is their specialty, and they represent clients in a variety of industry sectors, both domestic and international, as well as private clients, entrepreneurs, and families worldwide.  They are seeking an on-site Senior Tax Accountant, capable of rapid advancement and looking for people to grow into partners. Job Description Job Type: *Must have CPA firm experience Full time, W2 Location: San Francicso, CA - (financial district) On-Site Responsibilities: Work directly with clients, business owners, and their controllers and apply professional knowledge to a variety of tax engagements.  Unravel complex financial situations and find appropriate tax law to apply. Manage and review the prep work of Juniors, and independently produce the more complex tax returns. Consult with the clients' bookkeeping staffs on accounting policies and procedures and train the Firm's Juniors as well. Proactively identify tax and accounting issues that could trigger an audit of the client, and propose strategies to resolve them. In the event of an IRS audit, Seniors will participate with the Partners in representing clients. Prepare financial and tax projections; develop tax strategies; provide clients with quarterly tax payments; review tax returns for high-net-worth individuals, trusts, corporations, partnerships and estates; and ensure the accuracy of all filings. Managing one or two NPO audits, planning and supervising audit field work, and preparing financial statements and all disclosure requirements. Requirements Strong desire to become a partner in a boutique tax practice. CPA or must be on track for CPA license. 5+ years in tax work, accounting, financial analysis or similar preparatory work. A solid theory foundation and understanding of accounting and auditing, including GAAP, GAAS and SSARS. Ability to research tax rules, accounting practices, and audit procedures using direct-call outreach to sources as well as online resources. Advanced proficiency with CCH ProSystem fx, QuickBooks and Excel, online research skills using IRS law libraries, BNA/CCH and other industry resource websites, and strong general computer skills across Microsoft Office Suite, time and billing software, etc. Attention to detail, error-free work product and disciplined procedures for documentation. Benefits Excellent compensation and benefits package health insurance 401k MATCH, 5% Reasonable busy season hours - 40 billable per week Great professional mentoring CPA exam coaching Succession plan is clear: to grow Partners from within to take over the practice Annual financial audit engagements are available for licensing hours Tax assignments ensure broad exposure to corporate, partnership and personal returns and tax strategies  If you feel you have the necessary qualifications, please forward a current copy of your resume and state your salary requirements.

Our client, a CPA firm established in 1989, is based in San Francisco-but active globally-they provide comprehensive tax, financial and consulting services. The resolution of complex issues is their specialty, and they represent clients in a variety of industry sectors, both domestic and international, as well as private clients, entrepreneurs, and families worldwide.  They are seeking an on-site Senior Tax Accountant, capable of rapid advancement and looking for people to grow into partners. Job Description Job Type: *Must have CPA firm experience Full time, W2 Location: San Francicso, CA - (financial district) On-Site Responsibilities: Work directly with clients, business owners, and their controllers and apply professional knowledge to a variety of tax engagements.  Unravel complex financial situations and find appropriate tax law to apply. Manage and review the prep work of Juniors, and independently produce the more complex tax returns. Consult with the clients' bookkeeping staffs on accounting policies and procedures and train the Firm's Juniors as well. Proactively identify tax and accounting issues that could trigger an audit of the client, and propose strategies to resolve them. In the event of an IRS audit, Seniors will participate with the Partners in representing clients. Prepare financial and tax projections; develop tax strategies; provide clients with quarterly tax payments; review tax returns for high-net-worth individuals, trusts, corporations, partnerships and estates; and ensure the accuracy of all filings. Managing one or two NPO audits, planning and supervising audit field work, and preparing financial statements and all disclosure requirements. Requirements Strong desire to become a partner in a boutique tax practice. CPA or must be on track for CPA license. 5+ years in tax work, accounting, financial analysis or similar preparatory work. A solid theory foundation and understanding of accounting and auditing, including GAAP, GAAS and SSARS. Ability to research tax rules, accounting practices, and audit procedures using direct-call outreach to sources as well as online resources. Advanced proficiency with CCH ProSystem fx, QuickBooks and Excel, online research skills using IRS law libraries, BNA/CCH and other industry resource websites, and strong general computer skills across Microsoft Office Suite, time and billing software, etc. Attention to detail, error-free work product and disciplined procedures for documentation. Benefits Excellent compensation and benefits package health insurance 401k MATCH, 5% Reasonable busy season hours - 40 billable per week Great professional mentoring CPA exam coaching Succession plan is clear: to grow Partners from within to take over the practice Annual financial audit engagements are available for licensing hours Tax assignments ensure broad exposure to corporate, partnership and personal returns and tax strategies  If you feel you have the necessary qualifications, please forward a current copy of your resume and state your salary requirements.

SimpleCITI Companies, Hiring for SimpleMANAGE Overview: SimpleCITI Companies is a nationwide commercial real estate and specialty finance firm specializing in acquiring, managing, developing, leasing, and financing assets in major cities. As a private equity company for real estate, we leverage automation to enhance efficiency and manage an extensive portfolio that includes industrial and residential properties. We are dedicated to advancing the real estate industry through innovation and excellence. Job Description: We are currently seeking an experienced and detail-oriented Real Estate Financial Controller, experienced in Property Accounting, with an understanding of Yardi Voyager to join our team. In this role, you will be responsible for overseeing the financial management and reporting of our real estate properties, as well as working with our external auditors, ensuring accuracy and compliance with all accounting standards and regulations. Specifically, you will be tasked with using Yardi Voyager/Elevate in performing CAM and bank reconciliations, asset schedules, closing the books, budgeting/forecasting, and lowering costs to improve the company's financial performance. As the Property Controller, you will play a critical role in managing the financial operations of our real estate portfolio, leveraging your expertise in Yardi Voyager / Elevate to streamline processes and enhance financial performance. Responsibilities: Financial Management and Reporting: Oversee the preparation of accurate and timely financial statements, budgets, and forecasts for the real estate properties. Ensure compliance with GAAP and other regulatory requirements in all financial reporting. Utilize Yardi Voyager to maintain and enhance financial systems and processes for efficient property management. Property Accounting: Manage all aspects of property accounting, including accounts payable, accounts receivable, general ledger entries, and month-end/year-end close processes. Conduct regular reviews and reconciliations of financial data to ensure accuracy and completeness. Monitor and analyze financial performance of properties, providing insights and recommendations for improvement. Audit and Compliance: Coordinate and support external audits, ensuring all necessary documentation and information are provided. Develop and implement internal controls to safeguard company assets and ensure compliance with financial policies. Requirements Nice to have proficiency in Yardi, Yardi Voyager, Yardi Elevate, or Yardi Enterprise. Proven experience as a Property Controller or in a similar property accounting leadership role, specifically within the real estate industry. Expertise in using Yardi at the enterprise level, with a strong understanding of its financial modules and capabilities. In-depth knowledge of GAAP, real estate accounting principles, and financial reporting standards. Exceptional analytical, organizational, and problem-solving skills. Strong leadership and team management abilities. Excellent communication and interpersonal skills. CPA or other relevant advanced degree or certification preferred, not required. Benefits Competitive Salary | $100,000 - $150,000 Free Coffee & Beverages Full Service Cafeteria & Starbucks Excellent Networking Opportunities & Exposure to Commerical Real Estate Rapidly Expanding Company