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2 results for Tax Services Director in Ventura, CA

Tax Staff - Public

Santa Barbara, CA
onsite
Permanent / Full Time
100000 - 120000 USD / Yearly
We are looking for a tax specialist to join our team in California, supporting a broad client base that includes privately held businesses and high-net-worth individuals. This position combines tax return preparation with accounting-related work and offers the opportunity to contribute in a hands-on, client-service-driven environment. The ideal candidate brings strong technical tax knowledge, careful attention to detail, and the ability to manage financial information accurately and efficiently. Responsibilities: • Prepare federal and related tax returns for individuals, corporations, partnerships, and trusts with a high level of accuracy and timeliness. • Examine client financial records and supporting documentation to identify missing information, inconsistencies, or items requiring clarification before filing. • Help maintain compliance by applying current tax regulations and verifying that completed filings meet applicable standards and deadlines. • Provide accounting support through full-cycle bookkeeping tasks, including the preparation of adjusting journal entries when needed. • Use accounting and tax software such as QuickBooks, QuickBooks Online, Sage, and CCH products to complete daily work efficiently. • Create clear, organized workpapers that support return preparation and facilitate internal review procedures. • Communicate with clients as needed to request documents, answer routine tax-related questions, and assist with follow-up items. • Contribute to the delivery of responsive service for clients with diverse financial situations, including closely held businesses and more complex individual tax matters.
2026-07-24T00:00:00Z

Sr. Accountant (TAX)

Van Nuys, CA
onsite
Permanent / Full Time
100000 - 135000 USD / Yearly
We are looking for an experienced Sr. Accountant (TAX) to join a public accounting team in Encino/Pasadena California. This position supports a diverse client base with tax compliance, financial reporting, and advisory services for both individuals and businesses. The ideal candidate brings strong technical accounting knowledge, sound judgment, and the ability to manage deadlines while working both independently and collaboratively. Responsibilities:• Manage the preparation and review of federal and multi-state tax filings for individuals, corporations, and partnerships, ensuring accuracy and timely submission.• Analyze client financial information to support tax planning strategies and provide practical guidance for business and individual tax matters.• Lead audit, review, and compilation engagements and help deliver financial statements that meet high-quality standards.• Maintain accounting records through general ledger activity, journal entries, bookkeeping support, and monthly account reconciliations.• Complete bank reconciliations and investigate discrepancies to help ensure the accuracy of client financial data.• Identify opportunities to improve tax outcomes for clients by offering forward-looking recommendations and planning insights.• Monitor updates in tax legislation and regulatory requirements to support compliance and inform client advice.• Coordinate priorities effectively, balancing independent ownership of assignments with teamwork to meet filing and reporting deadlines.
2026-07-17T00:00:00Z