Key skills
Sales
About this role
Role Overview
- Prepare and review federal and multistate tax returns for individuals, partnerships, corporations, and pass-through entities with an emphasis on California tax
- Research tax issues and assist with tax planning opportunities for clients
- Serve as a primary contact for clients, maintaining strong professional relationships
Requirements
- Proficient with QuickBooks and QBO
- Strong accounting / bookkeeping background
- Experience with tax preparation software CCH Axcess, Prosystem or Lacerte and paperless workflow environment
- Specific knowledge of California income tax
- CPA or CPA-candidate preferred
Benefits
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options