COMPANY OVERVIEW

Adam R. Rosenberg & Company, CPAs is a boutique advisory, tax, and accounting firm serving the San Diego area. Our mission is to provide exceptional advisory, tax, and accounting services with a focus on professionalism and client satisfaction in a relaxed and friendly atmosphere.

SUMMARY

We are seeking a Senior Tax Accountant to join our dynamic team in Encinitas. This role is crucial in delivering high-quality tax services to our clients, ensuring compliance with regulations while contributing to our firm’s reputation for excellence.

QUALIFICATIONS

• Bachelor’s degree in accounting
• EA or CPA License preferred
• 3-4 years public accounting experience, with strong accounting skills
• Possess a solid understanding of accounting theory, tax, and accounting practices
• Have exceptional organizational skills with excellent attention to detail
• Be a highly motivated self-starter and successful in a team-oriented setting
• Be able to work under pressure, multi-task and meet deadlines
• Be able to quickly process information and master complex concepts
• Demonstrate integrity within a professional environment.
• Exceptional at prioritization and time management, sometimes within tight deadlines
• Positive attitude combined with a sense of ownership
• Ability to communicate effectively with all levels of an organization – from business owners and executives to administrative team members and vendors
• Ability to handle sensitive and confidential information tactfully
• Experience in accounting and tax software such as QuickBooks, Lacerte, and SmartVault a plus
• Ability to work additional hours January through April and during extension deadline season
  Job Type: Full-time
  Pay: $92,000.00 - $110,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Bereavement leave
• Dental insurance
• Health insurance
• Opportunities for advancement
• Paid sick time
• Paid time off
• Vision insurance

Work Location: Hybrid remote in Encinitas, CA 9202

• Preparation of a variety of compliance forms (corporations, partnerships, trusts, individuals) with an emphasis on efficiency and quality.
• Preparation of tax return workpapers and supporting schedules in a manner consistent with professional standards.
• Analyze financial information such as balance sheets, fixed asset ledger, and income statements during the tax preparation process.
• Identify accounting, business and tax issues/opportunities and develop solutions/recommendations.
• Perform tax research and summarize conclusions in written form.
• Assist with the training and mentoring of the junior tax accountants.
• Clearly communicate recommendations verbally and in writing.
• Handle special projects as needed.
• Ensure professional development through ongoing education and obtaining additional certifications as appropriate.
• Growth opportunity – work closely with partners to establish skills necessary for account management responsibilities