Insite US
Recruitment Consultant at Insite Recruitment UK & US
Tax & Accounting Senior
Position Overview Our client is seeking an experienced Tax & Accounting Senior to join their growing CPA firm in Sacramento. The ideal candidate will have a strong background in government agency compliance, nonprofit tax regulations, and individual taxation. This role offers the opportunity to work with diverse clients while developing expertise across multiple tax specializations in a collaborative professional environment.
Key Responsibilities
Tax Preparation & Compliance
Prepare and review complex individual, nonprofit, and government entity tax returns
Ensure compliance with federal, state, and local tax regulations
Research tax issues and provide technical guidance on complex matters
Review junior staff work and provide mentoring and training
Government & Nonprofit Specialization
Prepare Form 990 series returns for nonprofit organizations
Handle government entity compliance including audits and special reporting requirements
Navigate tax-exempt status requirements and unrelated business income tax (UBIT)
Assist with Single Audit compliance and federal grant reporting
Client Service & Management
Serve as primary contact for assigned client portfolio
Provide proactive tax planning and advisory services
Communicate complex tax concepts clearly to clients
Identify opportunities for tax savings and process improvements
Practice Development
Participate in business development activities and client retention efforts
Stay current with tax law changes and continuing education requirements
Contribute to firm knowledge base and best practices
Support marketing initiatives and professional networking
Required Qualifications
Bachelor's degree in Accounting, Finance, or related field
4-7 years of progressive tax and accounting experience
Previous experience with government agencies and nonprofit organizations
Strong knowledge of individual taxation (Forms 1040, 1041, 1065, 1120S)
Proficiency in professional tax software (Drake, ProSystems fx, or similar)
Advanced Excel skills and general computer proficiency
Preferred Qualifications
CPA license (California preferred) or CPA candidate
Experience with Form 990 preparation and nonprofit compliance
Knowledge of government auditing standards and federal compliance
Experience with estate and trust taxation
Familiarity with California state tax requirements
Previous public accounting firm experience
Skills & Competencies
Strong analytical and problem-solving abilities
Excellent written and verbal communication skills
Detail-oriented with strong organizational skills
Ability to manage multiple priorities and meet tight deadlines
Leadership qualities and mentoring capabilities
Client service orientation with professional demeanor
What We Offer
Competitive salary commensurate with experience
Comprehensive benefits package including health, dental, and vision insurance
401(k) plan with company matching
Professional development and continuing education support
CPA exam and licensing fee reimbursement
Flexible work arrangements and work-life balance
Performance-based bonuses and advancement opportunities
Collaborative team environment in modern Sacramento office
Job Details
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Accounting/Auditing
Industries: Accounting
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Position Overview Our client is seeking an experienced Tax & Accounting Senior to join their growing CPA firm in Sacramento. The ideal candidate will have a strong background in government agency compliance, nonprofit tax regulations, and individual taxation. This role offers the opportunity to work with diverse clients while developing expertise across multiple tax specializations in a collaborative professional environment.
Key Responsibilities
Tax Preparation & Compliance
Prepare and review complex individual, nonprofit, and government entity tax returns
Ensure compliance with federal, state, and local tax regulations
Research tax issues and provide technical guidance on complex matters
Review junior staff work and provide mentoring and training
Government & Nonprofit Specialization
Prepare Form 990 series returns for nonprofit organizations
Handle government entity compliance including audits and special reporting requirements
Navigate tax-exempt status requirements and unrelated business income tax (UBIT)
Assist with Single Audit compliance and federal grant reporting
Client Service & Management
Serve as primary contact for assigned client portfolio
Provide proactive tax planning and advisory services
Communicate complex tax concepts clearly to clients
Identify opportunities for tax savings and process improvements
Practice Development
Participate in business development activities and client retention efforts
Stay current with tax law changes and continuing education requirements
Contribute to firm knowledge base and best practices
Support marketing initiatives and professional networking
Required Qualifications
Bachelor's degree in Accounting, Finance, or related field
4-7 years of progressive tax and accounting experience
Previous experience with government agencies and nonprofit organizations
Strong knowledge of individual taxation (Forms 1040, 1041, 1065, 1120S)
Proficiency in professional tax software (Drake, ProSystems fx, or similar)
Advanced Excel skills and general computer proficiency
Preferred Qualifications
CPA license (California preferred) or CPA candidate
Experience with Form 990 preparation and nonprofit compliance
Knowledge of government auditing standards and federal compliance
Experience with estate and trust taxation
Familiarity with California state tax requirements
Previous public accounting firm experience
Skills & Competencies
Strong analytical and problem-solving abilities
Excellent written and verbal communication skills
Detail-oriented with strong organizational skills
Ability to manage multiple priorities and meet tight deadlines
Leadership qualities and mentoring capabilities
Client service orientation with professional demeanor
What We Offer
Competitive salary commensurate with experience
Comprehensive benefits package including health, dental, and vision insurance
401(k) plan with company matching
Professional development and continuing education support
CPA exam and licensing fee reimbursement
Flexible work arrangements and work-life balance
Performance-based bonuses and advancement opportunities
Collaborative team environment in modern Sacramento office
Job Details
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Accounting/Auditing
Industries: Accounting
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