Karuna Advisors · 10 hours ago
Senior Tax Accountant
Menlo Park, CA
Full-time
Hybrid
Mid, Senior Level
3+ years expKaruna Advisors is a professional services firm focusing on tax compliance, consulting, and family office management for ultra-high net worth clients. They are seeking a Senior Tax Accountant who will lead the preparation of various tax returns, collaborate with team members, and provide solutions to complex tax issues.
ConsultingFinancial ServicesReal Estate
Responsibilities
Lead preparation of individual, entity, gift tax and non-profit tax returns - Form 1040,1065,1041, CA 565/568, 571L, 5227 and foreign filings
Prepare and review quarterly and or annual tax estimates prepared by Staff Accountants
Prepare and review Secretary of State, Franchise Tax Board, Gross Receipts tax and business property tax filings
Research technical tax matters and write memos documenting findings
Demonstrate intermediate-level skills in utilizing tax preparation software (CCH, Bloomberg BNA, Salesforce)
Maintain ownership of work products to ensure they have a polished appearance and are completed with the highest accuracy
Qualification
Required
3+ years of experience in accounting, tax preparation, or related field
Bachelor's degree in Accounting, Finance, Business Administration or related field; Master's degree preferred
CPA or actively pursuing a CPA designation
Ability to prioritize and multi-task in a fast-paced environment
Possess a professional demeanor and be a positive thinker
High level of accuracy and strong quantitative skills, along with the highest level of ethics, honesty, and integrity
Excellent written and verbal communication skills
Strong project management and organization skills and ability to manage competing priorities
Exhibit professionalism and maintain client confidentiality
Results driven, self-starter who likes to take on new challenges
Ability to work effectively both individually and with a team
Ability to build and cultivate strong personal relationships with peers in the firm and business community
Demonstrate intermediate-level skills in utilizing tax preparation software (CCH, Bloomberg BNA, Salesforce)
Lead preparation of individual, entity, gift tax and non-profit tax returns - Form 1040,1065,1041, CA 565/568, 571L, 5227 and foreign filings
Prepare and review quarterly and or annual tax estimates prepared by Staff Accountants
Prepare and review Secretary of State, Franchise Tax Board, Gross Receipts tax and business property tax filings
Research technical tax matters and write memos documenting findings
Maintain ownership of work products to ensure they have a polished appearance and are completed with the highest accuracy
Preferred
Experience with tax technology similar to CCH WK, ProSystem Tax, Engagement, Fixed Asset software is a plus
Individual, C-Corp, Partnership, and S-Corp tax preparation experience preferred
Multi-state experience is preferred
Benefits
Medical, dental, and vision insurance
401(k) and profit sharing
Generous wage and annual bonus
22 PTO days and 5 sick days, in addition to 13 holidays + one floating holiday
Company
Karuna Advisors
Karuna Advisors specializes in tax compliance, planning, insurance analysis, cash management, and household employee management services.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase