Senior Tax Professional (CPA or EA)

We are seeking a senior-level Tax Professional (CPA or EA preferred) to join our growing team. The ideal candidate will have 3+ years of experience, deep knowledge of tax regulations, strong analytical skills, and the ability to provide strategic tax planning for both individuals and businesses. This role includes preparing tax returns, ensuring compliance with tax laws, and advising clients on financial and tax-related matters.

About You
You are an experienced tax professional with 3+ years of hands-on tax preparation experience. A CPA or EA designation is a plus. You are looking for a collaborative, supportive work environment where your skills and expertise are valued and respected, and where you can continue to grow professionally.

About Us
Founded in 1989, Smith and Company is more than just an accounting firm. We are a dynamic team committed to enhancing the wealth and quality of life for our clients. With offices in San Rafael, Monterey, and Petaluma, CA, we pride ourselves on delivering prompt, professional, and high-quality tax services.

Our Work Environment Includes:
- Modern office setting with a casual, professional vibe
- Opportunities for professional growth and development
- Dog-friendly office

Benefits:
- Medical, dental, and vision insurance
- 401(k) package
- 4-day work week (May–July)
- Family-friendly schedule
- Paid holidays
- Annual salary review

Responsibilities:
- Prepare and review tax returns for individuals and businesses
- Ensure compliance with federal, state, and local tax laws and regulations
- Provide tax planning and consulting services to clients
- Conduct tax research and stay current on changes in tax laws
- Communicate with clients to gather information and address tax-related questions
- Collaborate with team members to meet deadlines and deliver high-quality work
- Utilize accounting software such as QuickBooks and Lacerte to input and analyze financial data

Requirements:
- 3+ years of experience as a tax preparer
- Bachelor’s degree in Accounting or a related field
- Strong customer service skills and ability to communicate effectively with clients
- Proficiency in technical accounting principles and practices
- Working knowledge of federal, state, and local tax codes
- Strong analytical, organizational, and attention-to-detail skills
- Ability to work independently and collaboratively in a fast-paced environment

Work Location:
This position is based in San Rafael, CA and requires regular in-office presence 3–4 days per week. Remote work (up to 1–2 days per week) may be available for eligible employees, subject to business needs and manager approval.