Senior Tax Associate, Strategist

Job not on LinkedIn

November 10

🏄 California – Remote

Although this job is listed in California, this company may be open to hiring remote in other states.

💵 $85k / year

⏰ Full Time

🟠 Senior

💰 Tax

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Viaggio Partners

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HR Tech • Recruitment • B2B

Viaggio Partners is a talent strategy firm dedicated to supporting organizations in their hiring processes. With a focus on holistic hiring and cultural alignment, Viaggio Partners assists firms in talent acquisition by curating candidates that fit both the professional and cultural needs of a company. They offer services ranging from talent assessments and alignments to strategic hiring processes designed for immediate and future needs. By leveraging a blend of creative and precise approaches, Viaggio Partners enables firms to build their teams with purpose, supporting growth for visionaries, entrepreneurs, and industry leaders.

2 - 10 employees

👥 HR Tech

🎯 Recruiter

🤝 B2B

📋 Description

• Managing between $300,000-350,000 in revenue of client work • Developing meaningful professional relationships with: Our clients: supporting role relationship built on trust and connection • Team members: effectively communicating to clarify work expectations, timing, and overall capacity, and mentor and grow professional soft skills • Taking the lead on high-level technical work, making judgment calls on how best to handle relational and/or technical situations, and backing up interpretation of technical research • Troubleshooting government correspondence and take proper action to resolve issues for clients, and performing other related duties and project work as assigned • Identifying process development opportunities for efficiency, clarity, and client service excellence

🎯 Requirements

• 4-5+ years of recent experience preparing complex individual, S corp, LLC, and SMLLC returns in public accounting or CAS firm required • 2-3+ years of recent experience reviewing tax returns required • 1-2 years of experience with basic tax strategy, planning and/or consulting experience strongly preferred • Understanding of tax basis accounting and ability to read and understand financial statements required • Overall generalist with solid technical tax knowledge in various areas, including multi-state apportionment, cost segregation, basis limitations, multi-entity clients, entity selection, PTET, etc. • CPA or EA, or those actively pursuing completion in 2026, preferred • Degree in accounting or a related field preferred, but not required • Past experience managing and developing junior accounting team members • Professional Zoom presence • Experience and comfort utilizing cloud-based accounting software and tools like Notion, Slack, and Microsoft Office Suite (Excel, Outlook, and Word)

🏖️ Benefits

• Unlimited PTO… and we expect you to use it. • Annual paid sick time or in accordance with state law, upfront each year • Monthly stipend toward individual health care coverage • Dental and vision insurance available • 401k plan with 4% match • Life/disability insurance • Working with a team that is high-functioning - even our administrative team - and with clients who aren’t frustrating, annoying, or disrespectful. • Our PTO and high-functioning team allow us the ability to lean in when team members have life come up.