Mid Level Tax Accountant

Benefits:

• 401(k) matching
• Competitive salary
• Dental insurance
• Employee discounts
• Health insurance
• Paid time off
• Vision insurance
  
  
  

Location: Petaluma, California

Employment Type: Full-time (Monday–Friday)

Salary Range: $80,000 – $105,000 annually

Benefits:

• 401(k) with employer matching
• Health, dental, vision, and life insurance — 100% employer-paid for employees
• Generous Paid Time Off (PTO)
  
  
  

This mid-level tax accountant role offers a strategic and hands-on opportunity to manage complex tax matters within a privately held organization. Ideal for a professional seeking meaningful impact, the position involves business tax compliance, fixed asset oversight, and real estate-related planning. You'll collaborate extensively with international accounting colleagues, particularly our Mexico-based team, while contributing to broader financial initiatives across multiple business ventures.

Responsibilities

Tax Compliance & Planning

• Prepare and file federal and California tax returns for ownership entities and individual stakeholders
• Oversee compliance for income derived from real estate, investments, and related business lines
• Handle multi-country tax reporting as needed (e.g. FBAR, Form 8938)
• Track quarterly estimates and ensure timely filings
  
  
  

Real Estate-Focused Tax Strategy

• Manage depreciation schedules and fixed asset tracking for property holdings
• Advise on 1031 exchanges, bonus depreciation, and timing strategies for acquisitions or sales
  
  
  

Internal Advisory & Documentation

• Maintain accurate documentation for tax records and planning
• Coordinate with outside CPAs or legal advisors when needed
• Support payroll tax filings and business-level compliance
• Monitor tax law changes affecting business operations
  
  
  

Collaboration & Team Integration

• Work daily with Mexican accountants to review financial documentation and filings
• Train international team members on U.S. tax processes and systems
• Improve workflows, strengthen digital tools, and ensure secure document management
  
  
  

Qualifications

Education & Skills

• Bachelor’s degree in Accounting, Finance, or related field
• CPA or EA preferred, but not required
• 3–5 years of tax-focused experience
• Strong Excel and fixed asset management skills
• Familiarity with real estate tax regulations
• Understanding of international reporting requirements is a plus
  
  
  

Personal Attributes

• Highly detail-oriented and analytical
• Clear communicator across languages and cultures
• Independent, dependable, and comfortable with multi-tasking
• Skilled at explaining complex tax concepts to non-financial stakeholders
  
  
  

Apply today to take on a rewarding role where your knowledge will directly support a thriving multi-venture organization with international reach.