Wheeler Accountants LLP Logo

Wheeler Accountants LLP

Tax Senior (CPA or EA preferred) - San Jose, CA or Remote Position

Posted 3 Days Ago
Remote
2 Locations
Mid level
Remote
2 Locations
Mid level
The Tax Senior at Wheeler Accountants LLP is responsible for preparing and reviewing individual, corporate, partnership, and trust income tax returns. The role involves managing multiple engagements, providing technical reviews of staff work, engaging directly with clients, and utilizing strong tax research skills. The firm values proactive career growth and offers a dynamic work environment.
The summary above was generated by AI

Tax Senior Position Available at Wheeler Accountants LLP

Advancement and opportunity await at Wheeler Accountants! Wheeler offers a fast-paced and exciting work environment with excellent opportunities for both personal and career growth. Wheeler is seeking a Tax Senior to join our team of growing professionals during this exciting growth phase in our firm. Potential candidates must be dedicated to a rewarding and successful career in public accounting and be focused on personal and professional growth.

 About Wheeler:
We’re not your typical CPA firm. Yes, we provide tax, attestation, consulting, and client accounting services to a wide range of clients― but we do it differently. We’ve got the dynamic culture of a startup, with the stability and reputation of a five-decade old firm. We’re creative. We’re problem solvers. We’re calculated risk takers. We believe in having a healthy life-work balance, giving back to our community, and having fun. Consistently named a “Best Accounting Firms to Work For” by Accounting Today, we strive to create a unique and rewarding environment for all of our employees.

The Ideal Candidate will possess:
A passion for public accounting
A focus on career growth and a firm to grow with.
A proven track record of hard work and success – whether in work or other activities
3-5 years’ experience preparing individual, corporate, partnership and trust income tax returns.
An ability to manage current engagements and provide detailed technical review of staff work papers.
Experience juggling multiple complex engagements and providing timely deliverables.
Excellent communication skills, both written and oral
Strong tax research skills
Knowledge of QuickBooks. Experience with other accounting software a plus.
Qualities indicative of being a client’s “trusted advisor”. A combination of knowledge and practical experience with a wide array of financial matters that affect our clients and the ability to advise them on these issues.

Position Requirements:
Desire for a career in public accounting
CPA License, EA or passing grades on all four parts of the CPA Exam
Undergraduate degree in Accounting or equivalent, Masters in Taxation is a plus
Ideally 3-5 years’ experience or equivalent in tax preparation & review in a public accounting firm.
Excellent proficiency with Microsoft Office applications
Direct client contact with a mind on keeping clients satisfied throughout the engagement.

Benefits:
Competitive Bay Area salary, Salary range: $90,000.00 to $120,000. The pay range reflects the San Francisco Bay Area. Compensation will be adjusted for each candidate based on their geographic location.

Medical and Flex spending benefits
401(k) with employer match
PTO
Flexible work schedule
This position is available as a remote position

Locations:

San Jose, California or Remote within the United States

Wheeler Accountants, LLP is a full-service accounting firm providing tax, accounting, attest and business advisory services. We are a top-rated firm located in San Jose, California. We are as committed to our staff as we are to our clients. We take culture seriously – recognized by Accounting Today as one of the Best CPA Firm to Work For several years. We offer a comprehensive benefits package, including option to work Hybrid Remote or Remote, because we understand our professionals can manage work best when given the freedom to balance and enjoy life outside of an office.

If you believe that your experience and work expectations align with our commitment to our employees, we want to hear from you.

Ready to make a change? Submit your resume today! 

Top Skills

Cpa
Ea

Similar Jobs

Be an Early Applicant
17 Hours Ago
Canada
Remote
2,800 Employees
Senior level
2,800 Employees
Senior level
Artificial Intelligence • Cloud • Computer Vision • Hardware • Internet of Things • Software
The Accounting Manager oversees general ledger accounting operations for Samsara's US business, collaborating with cross-functional teams to ensure effective internal controls and accurate financial reporting. Responsibilities include managing close processes, performing balance sheet reconciliations, and implementing accounting policies in compliance with GAAP. This role supports a team of accountants while driving efficiencies in accounting practices.
Be an Early Applicant
Yesterday
Ontario, ON, CAN
Remote
1,400 Employees
Senior level
1,400 Employees
Senior level
eCommerce • Information Technology • On-Demand • Professional Services • Software
The Director of Tax will build a robust tax function, oversee federal and state tax returns, manage sales tax processes, ensure compliance with tax regulations, and collaborate with various departments to integrate tax considerations into business strategies. This role requires a CPA with extensive experience in corporate income tax and indirect tax, as well as strong analytical skills and attention to detail.
Be an Early Applicant
Yesterday
4 Locations
Remote
3,000 Employees
Entry level
3,000 Employees
Entry level
eCommerce • Food • Software
The Senior Tax Technology Analyst role at Instacart involves supporting tax compliance and analytics projects, primarily focusing on data projects related to machine learning and tax analytics. The analyst will provide insights using tools like Alteryx and SQL, manage multiple deliverables, and collaborate with financial and compliance teams.

What you need to know about the Vancouver Tech Scene

Raincouver, Vancity, The Big Smoke — Vancouver is known by many names, and in recent years, it has gained a reputation as a growing hub for both tech and sustainability. Renowned for its natural beauty, the city has become a magnet for professionals eager to create environmental solutions, and with an emphasis on clean technology, renewable energy and environmental innovation, it's attracted companies across various industries, all working toward a shared goal: advancing clean technology.

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account