Viaggio Partners

Senior Tax Associate, Strategist

TaxTaxFull TimeRemoteSeniorTeam 1-10H1B No SponsorCompany Site LinkedIn

Location

California

Posted

129 days ago

Salary

$85K / year

Seniority

Senior

Bachelor Degree4 yrs expEnglishCloud

Job 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

Job 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.