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Wheeler Accountants LLP

Tax Senior (CPA or EA preferred) - San Jose, CA or Remote Position

Reposted Yesterday
Remote
2 Locations
90K-120K Annually
Mid level
Remote
2 Locations
90K-120K Annually
Mid level
The Tax Senior at Wheeler Accountants LLP is responsible for preparing and reviewing individual, corporate, partnership, and trust income tax returns. The role involves managing multiple engagements, providing technical reviews of staff work, engaging directly with clients, and utilizing strong tax research skills. The firm values proactive career growth and offers a dynamic work environment.
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Tax Senior Position Available at Wheeler Accountants LLP

Advancement and opportunity await at Wheeler Accountants! Wheeler offers a fast-paced and exciting work environment with excellent opportunities for both personal and career growth. Wheeler is seeking a Tax Senior to join our team of growing professionals during this exciting growth phase in our firm. Potential candidates must be dedicated to a rewarding and successful career in public accounting and be focused on personal and professional growth.

 About Wheeler:
We’re not your typical CPA firm. Yes, we provide tax, attestation, consulting, and client accounting services to a wide range of clients― but we do it differently. We’ve got the dynamic culture of a startup, with the stability and reputation of a five-decade old firm. We’re creative. We’re problem solvers. We’re calculated risk takers. We believe in having a healthy life-work balance, giving back to our community, and having fun. Consistently named a “Best Accounting Firms to Work For” by Accounting Today, we strive to create a unique and rewarding environment for all of our employees.

The Ideal Candidate will possess:
A passion for public accounting
A focus on career growth and a firm to grow with.
A proven track record of hard work and success – whether in work or other activities
3-5 years’ experience preparing individual, corporate, partnership and trust income tax returns.
An ability to manage current engagements and provide detailed technical review of staff work papers.
Experience juggling multiple complex engagements and providing timely deliverables.
Excellent communication skills, both written and oral
Strong tax research skills
Knowledge of QuickBooks. Experience with other accounting software a plus.
Qualities indicative of being a client’s “trusted advisor”. A combination of knowledge and practical experience with a wide array of financial matters that affect our clients and the ability to advise them on these issues.

Position Requirements:
Desire for a career in public accounting
CPA License, EA or passing grades on all four parts of the CPA Exam
Undergraduate degree in Accounting or equivalent, Masters in Taxation is a plus
Ideally 3-5 years’ experience or equivalent in tax preparation & review in a public accounting firm.
Excellent proficiency with Microsoft Office applications
Direct client contact with a mind on keeping clients satisfied throughout the engagement.

Benefits:
Competitive Bay Area salary, Salary range: $90,000.00 to $120,000. The pay range reflects the San Francisco Bay Area. Compensation will be adjusted for each candidate based on their geographic location.

Medical and Flex spending benefits
401(k) with employer match
22 paid holidays + PTO
Flexible work schedule
Hybrid or Remote position availability

Locations:

San Jose, California or Remote within the United States

Wheeler Accountants, LLP is a full-service accounting firm providing tax, accounting, attest and business advisory services. We are a top-rated firm located in San Jose, California. We are as committed to our staff as we are to our clients. We take culture seriously – recognized by Accounting Today as one of the Best CPA Firm to Work For several years. We offer a comprehensive benefits package, including option to work Hybrid or Remote, because we understand our professionals can manage work best when given the freedom to balance and enjoy life outside of an office.

If you believe that your experience and work expectations align with our commitment to our employees, we want to hear from you.

Ready to make a change? Submit your resume today! 

Top Skills

Accounting Software
Cpa
Ea
MS Office
Quickbooks
Tax Preparation
Tax Review

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