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Senior Tax Associate

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Jamie Egglenton

Talent Acquisition Consultant
Public accounting

ON, Canada

Specializes in public accounting recruitment working with CPA professionals with 3+ years of experience.

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Candidate overview

Overview:
Licensed CPA with 17+ years of tax and accounting experience, primarily in small to mid-sized CPA firms. Extensive background preparing and reviewing individual, corporate, partnership, trust, and nonprofit returns, with additional experience in bookkeeping, property tax filings, 1099 preparation, and tax projections. Spent over a decade with a local firm before its recent dissolution and has since taken a short break for family and personal projects. Now actively seeking a stable long-term opportunity.

Client Industries:
Medical professionals, attorneys, professors, and other service-based professionals. Additional exposure to small businesses across various industries.

Splits:
Approximately 60% individual tax and 40% business entities. Roughly 70% preparation and 30% review.

Qualifications:
CPA 

Salary Expectations:
$90k–$100k

Location:
Bay Area

Notice and Job Search Status:
Actively seeking new opportunities

Key info

Reference code: 680642
Job title: Senior Tax Associate
Desired state: California
Desired city: Bay Area
Qualifications: CPA
Skills: Lacerte, Prosystems and TaxWise

Min salary req. (perm roles):

$ 0

Relevant Candidates

Senior Tax Associate
$ 0

CPA in progress

Represented by

Jamie
Senior Tax Accountant
$ 0

Lacerte, Proconnect Tax, Thomson Reuters OneSource, GoSystems Tax RS and CCH Axcess

Represented by

Jamie

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