Westlake Financial · 4 days ago
Senior Tax Accountant
Westlake Financial is the largest privately held finance company in the nation, rapidly transforming the financial sector through technology. The Senior Tax Accountant will support tax compliance, reporting, and planning for a complex group of entities, ensuring accuracy and efficiency in tax operations.
Financial Services
Responsibilities
Assist the Tax Director with the preparation, review, and filing of all federal, state, and local tax returns across the consolidated group
Support day-to-day compliance processes, ensuring timely filings and accurate reporting for partnerships, C-corporations, and disregarded entities
Perform detailed data analytics, reconciliations, and queries using SQL, Excel, and other data tools to support tax calculations, provision analysis, and reporting needs
Review partnership K-1s, 704(b) / 704(c) allocations, and other complex partnership tax items
Assist with the ASC 740 tax provision process, including quarterly and annual provision calculations and related disclosures
Collaborate with cross-functional teams (Accounting, Finance, Legal, and IT) to ensure data integrity and streamline tax data workflows
Support responses to IRS and state tax authority inquiries, audits, and notices
Contribute to process improvements and automation initiatives within the tax function, identifying opportunities to modernize systems and workflows
Stay current on federal, state, and local tax developments and assess potential impacts to the Company
Participate in special projects, including tax research, restructuring, and transaction analyses, as assigned by the Tax Director
Qualification
Required
Bachelor's degree in Accounting or related field required
Minimum 4+ years of relevant tax experience, ideally in public accounting and/or a corporate tax department within a complex multi-entity organization
Strong technical tax knowledge across federal, state, and partnership tax rules
Experience with SQL, data queries, and Excel (XLOOKUPs, macros, pivot tables, Power Query)
Excellent analytical, organizational, and problem-solving skills
Strong attention to detail and ability to work under tight deadlines
Effective communicator with the ability to collaborate across departments
Demonstrated interest in leadership and professional development, with a desire to grow into a people management role
Adaptable to a fast-paced, evolving environment
Preferred
Master's degree in Taxation preferred
CPA or CPA candidate preferred
Familiarity with data modeling or experience working within large ERP systems (e.g., Oracle, NetSuite, SAP) preferred
Experience with partnership taxation and consolidated C-corporate structures strongly preferred
Exposure to tax provision processes (ASC 740) and tax technology tools a plus
Benefits
Medical, Dental, and Vision benefits
Life Insurance and Long-term disability plans
Flexible Spending Account
401K matching
Employee Stock Ownership Program in a $18.2 Billion Company, plus company matching
Wellness Programs
Metro Tap Card and Metro-link Reimbursement (for Los Angeles, CA employees only)
Career Path Opportunities
Discounts on Parks, Museums, Movie Tickets, and Attractions
Employee Loan Assistance
Annual Flu Shot
Paid Vacations Days
Paid Sick days
Paid holidays
HGym (available in our Los Angeles, CA & Dallas,TX office)
Rental Car Discounts, Dell Member Purchase Program
UKG Wallet
Company
Westlake Financial
People. Purpose. Passion. These are the hallmarks of Westlake Financial Services, and have been since our inception in 1988.
H1B Sponsorship
Westlake Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (6)
2023 (11)
2022 (9)
2021 (9)
2020 (8)
Funding
Current Stage
Late StageRecent News
GlobalFinTechSeries
2025-10-06
2025-07-07
2023-09-09
Company data provided by crunchbase