Staff Accountant

Silicon Valley Tax and Accounting is seeking a detail-oriented and experienced Staff Accountant to join our growing accounting and tax practice.

The ideal candidate will have a strong background in individual and business tax preparation, bookkeeping, and financial accounting. This position involves working with a variety of clients, including individuals, corporations, partnerships, and small businesses.

We are looking for someone who is organized, dependable, able to work independently, and comfortable managing multiple client assignments and deadlines.

Key Responsibilities

Tax Preparation & Compliance

• Prepare individual federal and state income tax returns (Form 1040), including returns involving investments, rental properties, and self-employment income.
• Prepare business tax returns, including Form 1120 (C Corporations), Form 1120S (S Corporations), and Form 1065 (Partnerships).
• Assist with multi-state tax filings, estimated tax calculations, and other tax compliance requirements.
• Review client financial records and supporting documents to ensure accurate tax reporting.
• Research tax-related questions and assist with responding to IRS and state tax notices.
• Communicate with clients to obtain missing tax information and resolve discrepancies.

Accounting & Bookkeeping

• Maintain accurate financial records using QuickBooks Online and QuickBooks Desktop.
• Perform bank and credit card reconciliations, journal entries, and general ledger maintenance.
• Prepare and review financial statements, including balance sheets and profit and loss statements.
• Assist with month-end and year-end closing procedures.
• Prepare year-end adjusting entries and reconcile book-to-tax differences.
• Assist with payroll processing, payroll tax filings, and sales tax reporting as needed.

Client Management & Administrative

Support

• Communicate professionally with clients regarding accounting and tax matters.
• Manage multiple client projects while meeting deadlines.
• Maintain organized client records and protect confidential financial information.
• Collaborate with team members to ensure timely and accurate completion of assignments.

Qualifications & Requirements

Required Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• Previous experience in accounting, tax preparation, or public accounting.
• Working knowledge of U.S. federal and state individual income tax returns (Form 1040).
• Familiarity with business tax returns, including Forms 1120, 1120S, and 1065.
• Strong understanding of accounting principles, general ledger accounting, and financial statement preparation.
• Experience with QuickBooks Online and/or QuickBooks Desktop.
• Proficiency in Microsoft Excel and other Microsoft Office applications.
• Strong attention to detail, organizational skills, and problem-solving abilities.
• Ability to work independently in a remote environment and meet deadlines.
• Strong written and verbal communication skills.

Preferred Qualifications

• 1+ years of experience in a CPA firm, tax firm, or public accounting environment.
• Hands-on experience preparing both individual and business tax returns.
• Experience with Lacerte, ProSeries, Drake, or similar professional tax preparation software.
• Knowledge of California tax requirements and multi-state tax filings.
• Experience with payroll tax, sales tax, and business entity compliance.
• Familiarity with Forms 1041, 990, and other specialized tax filings is a plus.
• CPA, EA, or CPA candidate is a plus.
• Bilingual English and Mandarin Chinese is a plus.

Pay: From $35.00 per hour

Expected hours: 10.0 – 40.0 per week

Benefits:

• 401(k)
• 401(k) matching
• Paid time off

Work Location: Remote