The Company
Founded in 1964, this XCTR client is an American Private Equity firm located in the San Francisco Bay Area. They are focused on venture capital investments in technology-based start-up companies. This role is with the finance group, which supports the venture capital firm. Including its CFO, directors, and managing directors, the group currently has twenty-two people. The client has approximately seventy-five employees overall.
The Role
The client is looking for a Senior Accountant to assist with tax services. The ideal candidate will have excellent organizational, oral, and written communication skills and strong analytical and technical abilities. Must be detail-oriented, highly accurate, and a self-starter who can work with minimal supervision in a team-oriented environment.
Core Responsibilities
- Preparing income tax returns for various individual, partnership, and fiduciary returns for the family office.
- Planning for and preparing quarterly income tax estimates and annual extensions for individual, partnership, and fiduciary returns for the family office.
Education and Qualifications
- Bachelor's degree, preferably in accounting or a related field.
- CPA certification is a plus.
- Four years of experience preparing individual returns are required.
- Preparation of partnership tax returns and fiduciary tax returns is a plus.
Essential Functions
- Researching tax-related issues.
- Responding to tax notices.
- Assisting Tax managers with special projects on an as-needed basis.
Experience
- Knowledge of the venture capital industry and investments is a plus.
Knowledge, Skills, and Abilities
- Proficiency using CCH Axcess, ProSystems fx Tax, Workpaper Manager, and BNA Income Tax Planner is a plus.
- Competency with Adobe and MS Office products, especially Excel.
- Excellent English oral and written communication skills.
- Strong organizational, analytical, and technical abilities.
- Detail-oriented.
Benefits
- GUARANTEED 25% bonus.
- Medical, Dental, and Health Insurance.
- Vacation.
- Casual environment.
- Office snacks.
- Limited overtime.