SantaAnaRecruiter Since 2001
the smart solution for Santa Ana jobs

Senior Tax Associate

Location: Santa Ana
Posted on: May 14, 2022

Job Description:


At Ronald Blue & Co CPAs , we partner with our clients to simplify their finances through personal attention and missional alignment, eliminating financial distractions and uncertainty. We believe your mission deserves your full attention. Our goal is to align with your purpose, acting as stewards to your mission. This means serving our clients as people and truly understanding why they do what they do. It also means becoming a trusted advisor and speaking the truth in a way you can understand. Yes, we focus on taxes and audits, but it's more than that to us.

At Ronald Blue & Co CPAs we view the opportunity to serve our clients as a singular honor, helping them steward their resources to free them up to focus on their mission. To accomplish these unique goals requires unique people. Ronald Blue & Co CPAs is in search of individuals to join our team who seek to use their career in support of a mission and vision larger than themselves. Our vision is for our team members to feel valued, equipped and empowered to make an impact through their work in the lives of our clients; and, through our clients, to the world at large. We are committed to building teams with professionally excellent individuals who share a passion for objectively and thoughtfully serving clients from a biblical perspective. Learn more at .

We are currently seeking a Senior Tax Associate in our Santa Ana CA office.

We are proud to offer:
- Competitive base salary plus bonus
- 401K with match
- Medical, dental and vision insurance
- Great family work environment
- Excellent on-going training
- Paid vacation and holidays
- Growth opportunities

The Senior Tax Associate is responsible for preparing complex personal, corporate, partnership, and trust tax returns and review of all low level tax returns prepared by staff. Offer support and training to Tax Associates and Tax Interns. Create and maintain new client relationships through personal and professional networking.

Essential Job Duties:
- Pursue increasing expertise in technical areas, and grow leadership skills to support team and client needs
- Responsible for the coordination and completion of individual, business, and fiduciary tax returns with limited supervision
- Review simple individual returns, bookkeeping projects, payroll and sales taxes prepared by Tax Associates and Interns
- Build and maintain client relationships
- Utilizes client input and data, firm-specific software, and industry knowledge to produce accurate, timely tax related documents including corporate, partnership, individual and trust tax returns
- Work in conjunction with Supervisor or Manager to communicate with clients, Ronald Blue Trust advisors, or outside parties
- Performs research projects in the response to issues arising from client work
- Prepares/reconciles accounts and maintain client records as needed to create accurate work product in the areas of bookkeeping, sales taxes, payroll taxes, and other tax related filings.
- Maintain effective organizational and time management skills to manage multiple engagements
- Demonstrate integration of firm mission, vision and values in day-to-day behavior and actions
- Perform other duties as assigned or required



- Bachelor's degree in Accounting
- CPA designation required
- Minimum 4-5 years tax experience in public accounting

Desired Skills:
- In depth knowledge of Microsoft, QuickBooks, and other firm software
- Self-starter with ability to multitask and complete assignments within deadline constraints
- Comfortable in a fast paced environment that requires flexibility and responsiveness
- Strong analytical, interpersonal, oral and written communication skills
- Ability to learn new systems and process information quickly
- Organization skills with attention to detail
- Dedication to superior client service
- Ability to manage projects and train staff

Job Specifications:
- Minimal local travel
- Flexibility to work Saturdays and extended hours during peak busy seasons

Our company holds true to Christian values - this Christ-centered philosophical leadership truly sets us apart from the competition and is an anchor-point of reference in how we engage the marketplace. We firmly believe that our company is only as good as the people we employ. Join a company that values its employees and rewards them for a job well done!



Keywords: RONALD BLUE & CO CPA'S, Santa Ana , Senior Tax Associate, Accounting, Auditing , Santa Ana, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

Santa Ana RSS job feeds