Senior Tax Associate
San Clemente, CA 92672 US
Job Description
Position Summary
The Federal Sr. Tax Associate is responsible for timely and accurate preparation of federal and state income and franchise tax returns; monthly, quarterly and annual tax provisions (ASC 740); quarterly estimated tax and extension; and supporting documentation for federal and state audits.
Essential Duties & Responsibilities
- Prepare the federal and state income and franchise tax returns, quarterly estimates and extensions for the consolidated group, including assistance with the annual R&D credit
- Prepare the company’s monthly, quarterly and annual income tax provision computation and tax account reconciliation
- Correspond with federal, state and local taxing authorities to resolve tax notices
- Assist in gathering information and preparing workpapers necessary for any federal and state audits
- Perform tax research, proactively monitor legislative changes and model tax outcomes for analysis
- Perform other duties as they arise
Knowledge, Skills & Qualifications
- OneSource income tax compliance software knowledge required
- Checkpoint Tax Research or similar online tax research engine knowledge preferred
- Strong proficiency in Microsoft Office (e.g. Excel, Word and PowerPoint) required
- Excellent written and verbal communication skills to communicate matters effectively with all levels of staff.
- High standards of accuracy, organization, and attention to detail
- Able to multi-task and meet deadlines
- Exceptional analytical skills
Education and Experience
- Bachelor’s degree from an accredited college or university in Accounting, Finance or Taxation is required
- CPA required
- Minimum of 3-5 years of corporate tax experience in industry or public accounting
- ERP system experience (e.g. Oracle, Hyperion) preferred
Meet Your Recruiter
Dean Gavello, MBA
Recruiting Manager - Orange County
Dean began working in the staffing industry 25 years ago, which makes him Alliance Resource Group’s most seasoned recruiter. He joined ARG in 2016 after successfully owning and operating his own firm, The Bennett Group, for many years. What makes Dean such a great recruiter is his ability to find the true strengths in people. To Dean everybody is blessed and everybody shines. Dean is especially talented at matching candidates to the right jobs.
Born and raised in Connecticut, Dean got his undergraduate degree from University of Connecticut and an MBA from University of Massachusetts. A father of four, Dean and his wife, Toni, also share their home with a dog, two cats and a fish named Blue. If Dean had a free day he would go for the hat trick — fishing for yellowtail in the morning, a twilight round of golf followed by playing in a poker tournament. Boom!
