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.