Full-Time
Senior 2
Business Tax
Deadline 4/14/27
PDS Health
Compensation Overview
$103k - $133k/yr
Irvine, CA, USA
In Person
In-office role; five days per week in Irvine, California.
Category
 Accounting (1) |
|---|
Required Skills
Excel/Numbers/Sheets
Requirements
- Bachelor's degree in accounting, finance or other business-related field
- At least 3 or more years of experience of relevant tax work (partnerships and S corporations)
- Experience training and mentoring staff and interns
- Excellent interpersonal, oral and written communication skills
- Able to work overtime as needed to meet investor and governmental deadlines
- Ability to multi-task effectively in a fast-paced environment without compromising the quality of the work
- Ability to prioritize various tasks and projects to meet deadlines
- Detail oriented, organized, process focused, problem solver, proactive, ambitious focused
- Actively share ideas in a constructive and positive manner by listening to and objectively considering ideas and suggestions from others
- Ability to function effectively in various software systems, such as Microsoft Excel, Outlook, and various tax research software
- Knowledge and experience with tax issues related to C-Corps, S-Corps and Partnerships
- Prepare and review annual preparation of tax returns (operating partnerships, real estate partnerships, S-Corporations)
- Assist with IRS and state tax authority tax notices and audits
- Work with various departments, primarily legal, accounting and finance, to gather information necessary for tax return preparation
- Maintain proficiency with respect to current tax laws and tax law changes including the ability to perform tax research
- Ensure compliance with Company policies, as well as State, Federal and other regulatory bodies
- Research and memorandum/documentation writing skills are required
Responsibilities
- Prepare and/or review annual preparation of tax returns (operating partnerships, real estate partnerships, S-Corporations)
- Research and memorandum/documentation writing skills are required
- Knowledge and experience with tax issues related to C-Corps, S-Corps and Partnerships
- Assist with IRS and state tax authority tax notices and audits
- Work with various departments, primarily legal, accounting and finance, to gather information necessary for tax return preparation
- Act as mentor, support, and assist in the development and training of staff
- Bring forth ideas to improve processes and materials
- Ensure compliance with Company policies, as well as State, Federal and other regulatory bodies
- Maintain proficiency with respect to current tax laws and tax law changes including the ability to perform tax research
- Other duties as assigned
Desired Qualifications
- CPA license
- Master’s degree
- Previous Big 4 or large CPA firm experience
- Tax software experience - Thomas Reuters One Source Tax, AMP
- Ability to work with and analyze large volumes of data, including experience with data analytic and RPA tools (Alteryx, UI Path, Power Pivot)