Tax Senior-Generalist

Abbott, Stringham & Lynch (ASL) is a full-service CPA firm in Silicon Valley serving closely held and middle-market companies in diverse industries.  We have great clients and provide them with high quality assurance, tax, and consulting services, which in turn provides you with abundant career and growth opportunities.

Our Tax Group provides a full suite of tax services, and our clients range from emerging closely held businesses to complex entities with multi-state and international filing requirements that require tax provision assistance and substantial tax consulting work.

This is a great opportunity to develop your career in a firm with interesting clients, quality work, great team members and coaches, and excellent flexibility. We offer you the client work and career paths found in larger firms, with the culture, work-life balance, and friendliness of a mid-sized regional firm.

We provide our team members with:

• Flexible hours and the ability to manage your own schedule including remote work.


• Comprehensive healthcare plans covered by ASL.


• Generous PTO policy


• 22+ paid holidays throughout the year


• Paid paternity/maternity leave


• Virtual and in-person technical training, coaching and leadership development programs to support your professional growth at each stage of your career.


• Seeing the big picture – we provide the opportunity to participate, contribute, and collaborate on project teams and client engagements to advance your career.


• Building employee engagement is vital to our culture! We use different platforms to keep you connected with your team members, while working remotely, or in our Campbell office


• Recognition – we celebrate each other’s accomplishments both at work and outside the office.

Primary Responsibilities of the Role

• Prepare complex federal and state individual income tax returns, including,
  
  
  
  • Tax reporting for multi-entity and multi-state structures
  
  
  • Investment income, equity compensation, and alternative investments
  
  
  • Rental real estate and passive activity considerations
  
  
  
  


• Prepare pass-through entity returns (Forms 1065 and 1120-S), including preparation of work papers and related accounting adjustments


• Take ownership of assigned engagements, ensuring accuracy, completeness, and timely delivery

• Identify and resolve technical tax issues independently, escalating when appropriate

• Prepare tax projections and related estimated payments.


• Respond to inquiries from the IRS and other tax authorities.


• Develop and edit correspondence, memoranda, and other client deliverables as needed.


• Identify tax planning and consulting opportunities


• Have the ability to work for multiple clients simultaneously


• Communicate directly with clients and serve as the primary point of contact

Your Qualifications

• Bachelor’s degree in accounting, Masters in Taxation a plus


• Working towards or licensed as a CPA.
  


• 3+ years of experience as a tax professional


• Experience working with high-net-worth (HNW) individuals, closely held businesses, and pass-through entities preferred.


• Excellent interpersonal, verbal, and written communication skills


• Strong accounting skills required.


• Experience using CCH Axcess tax software is a plus.

Salary Pay Scale

• This position's salary range is $100,000 - $140,000.

Sound like a good fit?

Please consider including a cover letter (so we can learn more about you!)

Thank you for taking the time to consider ASL.