Tax Staff (Senior-Track) — Our Client, Boutique CPA Firm (Westlake Village, CA)
Location: Westlake Village, CA
Type: Full-time, permanent
Compensation: $75,000 base + performance bonuses (OTE $90,000–$100,000)
Reports to: Tax Leadership
About Our Client
Our client is a boutique accounting and advisory firm in Westlake Village serving closely held businesses and high-net-worth individuals across family enterprises, real estate, professional services, and entertainment. You’ll join a collaborative, high-energy team (~20 people) that values initiative, learning, and measurable performance.
The Opportunity
This role is ideal for a Tax Staff with ~2–3 years of public accounting experience who’s hungry to grow quickly into Senior scope. You’ll work on a diverse client mix, develop advanced technical skills, and see clear, milestone-based progression with mentorship and KPI-driven incentives.
What You’ll Do
- Prepare federal and state returns for individuals, partnerships, and corporations (1040/1065/1120), including multi-state as needed.
- Handle miscellaneous business filings (business property tax, city business tax, sales/use tax).
- Review client financials, diagnose bookkeeping issues, and recommend clean-ups to keep engagements on track.
- Manage day-to-day engagement flow: client communications, info requests, status updates, and deadlines.
- Research tax issues and summarize practical, compliance-ready recommendations.
- Collaborate with a personable, younger team; share knowledge and contribute to continuous improvement of processes.
What You’ll Bring
- 2–3 years of tax experience in public accounting.
- CPA: CPA-eligible or actively testing (CPA licensed a plus). EA holders considered with strong relevant experience; interest in CPA track preferred.
- Familiarity with CCH Axcess Tax and exposure to CCH Engagement are strong pluses (or similar modern tax stacks).
- Excel proficiency; organized, detail-driven, efficient under deadlines.
- Strong client communication skills and comfort owning parts of an engagement.
- A growth mindset—initiative, accountability, and excitement to build Senior-level capability.
Compensation & Benefits
- Base salary: $75,000
- Bonus: Performance-based, KPI-driven incentives with on-target earnings of $90,000–$100,000
- Benefits: Paid medical insurance; 401(k)/profit-sharing with employer match; 20+ days PTO plus firm holidays; continuing education & CPE support; collaborative culture with mentorship and clear advancement path. Sr Staff Accountant
Work Style
- Hybrid: 2–3 days per week in the Westlake Village office; candidates within a practical commuting radius (≈30–45 minutes) will thrive.
- Busy season brings elevated tempo; the team rewards efficiency and quality through transparent KPIs.
Why This Role
- Senior-track growth: Accelerate from Staff to Senior with defined milestones and coaching.
- Broad client exposure: HNW individuals, family businesses, real estate, professional services, entertainment.
- Impact & visibility: Boutique environment = wider scope, faster learning, and direct client contact.
- Modern incentives: Your effort and efficiency are recognized through structured, performance-based bonuses.
