Senior Staff Accountant - Tax & Client Accounting

We are seeking a Senior Staff Accountant / Tax Preparer to join a professional public accounting team in San Jose, CA. This full-time role is ideal for an experienced accounting professional with a strong background in tax preparation, bookkeeping, and small business client services. The Senior Staff Accountant / Tax Preparer will support a variety of accounting and compliance functions while working in a stable, client-focused environment.

This opportunity is suited for individuals with 3–5 years of public accounting experience who want direct client interaction, meaningful responsibility, and a balanced approach to workload management during busy tax periods.

Key Responsibilities:

• Prepare federal and California state income tax returns for individuals and small business entities.
• Provide bookkeeping and accounting support for small business clients.
• Maintain and reconcile general ledger accounts, bank statements, and financial records.
• Assist with payroll processing, sales tax filings, and related compliance requirements.
• Communicate directly with clients regarding tax preparation, accounting questions, and financial documentation.
• Support year-end closing activities and periodic reporting projects.
• Ensure accuracy, regulatory compliance, and high-quality service delivery.
• Collaborate with team members to improve workflow efficiency and client satisfaction.

Requirements:
• 3–5 years of public accounting experience.
• Strong knowledge of individual and small business tax preparation.
• Solid understanding of accounting principles and financial statement processes.
• Experience with account reconciliation and bookkeeping functions.
• CPA certification or CPA candidate status preferred but not required.
• Ability to manage multiple client assignments in a fast-paced environment.
• Excellent written and verbal communication skills.
• High attention to detail and strong analytical ability.

Benefits:
• Focus on maintaining reasonable and manageable workload expectations during tax season.
• Team-oriented professional environment emphasizing efficiency and long-term career growth.
• Opportunity to work directly with clients and expand technical accounting expertise.
• Supportive culture promoting sustainability and work-life balance.
• Standard benefits package including health coverage and retirement options.

This is a great opportunity for an accounting professional seeking a stable public accounting career in San Jose, CA.

Apply directly to be considered for immediate review.