**This is a full-time independent contractor role. Candidates must be able to commit exclusively to this position and not engage in part-time or freelance work once hired.**
Are you an experienced tax professional who can independently review complex returns, identify issues before filing, and confidently navigate federal and California tax matters
We are seeking a Senior Tax Accountant with strong technical tax expertise and review experience across multiple entity types. This role is ideal for someone who thrives in a fast-paced public accounting environment, values accuracy and accountability, and enjoys being part of a collaborative, long-term team.
Our firm specializes in tax preparation, small business accounting, and estate and trust administration. The ideal candidate will bring a strong foundation in individual and business taxation, with additional experience in fiduciary taxation and tax notice resolution viewed very favorably.
WHAT'S IN IT FOR YOU
- Competitive compensation package based on experience and technical expertise
- Discretionary year-end bonus rewarding performance and contribution
- 22 PTO days covering vacation, sick leave, and holidays
- Flexible work schedule with overlap during Pacific Time business hours
- Fully remote work environment
- Full-time Independent Contractor position (no BPO involvement)
- Long-term growth opportunity with a stable and relationship-focused CPA firm
- Supportive team environment with open communication and strong collaboration
- Emphasis on work-life balance and sustainable workloads
CLIENT BACKGROUND
We are a growing Certified Public Accounting firm based in Monterey, California, serving individuals and small businesses across tax, accounting, and trust administration services.
Our firm focuses heavily on relationship-driven client service. We are known for being responsive, proactive, and detail-oriented. Internally, we value teamwork, reliability, clear communication, and continuous improvement.
We are building a team of professionals who want to grow with the firm long-term and contribute at a high level.
DUTIES AND RESPONSIBILITIES
- Prepare and review U.S. tax returns, including: Individual (Form 1040), Partnership (Form 1065), S Corporation (Form 1120S) Corporation (Form 1120) Fiduciary/Trust Returns (Form 1041)
- Review returns prepared by staff for accuracy, completeness, and tax-saving opportunities
- Research federal and California tax issues and apply findings appropriately
- Prepare tax projections and assist with proactive tax planning strategies
- Review and respond to IRS and state tax notices
- Work directly with clients to gather information, resolve issues, and answer tax-related questions
- Manage workflow and deadlines using Lacerte Tax Software and Canopy Practice Management Software
- Identify process improvements and help maintain high-quality standards across engagements
- Stay current on evolving federal and California tax laws and compliance requirements
QUALIFICATIONS
- 5+ years of U.S. public accounting tax experience required
- Strong experience reviewing and preparing: Forms 1040, 1065, 1120S, and 1120
- Experience reviewing multi-state and California tax filings required
- Experience handling IRS and state tax notices required
- Fiduciary/trust tax return experience (Form 1041) strongly preferred
- Strong understanding of federal and California tax compliance and regulations
- Tax planning and projection experience required
- Experience reviewing staff workpapers and returns preferred
- Proficiency with Lacerte Tax Software required
- Experience with Canopy or similar practice management systems preferred
- Strong analytical, organizational, and problem-solving skills
- Excellent written and verbal communication skills
- Highly detail-oriented, dependable, and capable of working independently
- Comfortable working during Pacific Time business hours
ADDITIONAL REQUIREMENTS
- Reliable high-speed internet connection
- Quiet and distraction-free dedicated workspace
- Ability to work during required overlap hours with the US team
- Client-provided equipment
IDEAL CANDIDATE
- The ideal candidate is technically strong, proactive, and dependable.
- You take ownership of your work, communicate clearly, and can independently manage tax engagements from preparation through final review.
- You are comfortable handling complex tax issues, asking thoughtful questions when needed, and collaborating with a team focused on delivering high-quality client service.
- You value accuracy, responsiveness, continuous improvement, and long-term professional growth.
Are you the Senior Tax Accountant we're looking for
Apply now and join a company that values excellence, initiative, and growth!
