Senior Tax Associate, Strategist
Viaggio Partners
full-time
Posted on:
Location Type: Remote
Location: Remote • California • 🇺🇸 United States
Visit company websiteSalary
💰 $85,000 per year
Job Level
Senior
Tech Stack
Cloud
About the role
- 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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
tax returns preparationtax strategytax planningtax consultingtax basis accountingfinancial statements analysismulti-state apportionmentcost segregationbasis limitationsentity selection
Soft skills
relationship managementcommunicationmentoringproblem-solvingprocess developmentclient service excellenceteam leadershipjudgmentclarityefficiency
Certifications
CPAEA