Job Description

Public Accountant / Tax Advisor
Valencia, CA

Base Salary + Bonus + Full Benefits. Also Includes Full Benefits Package: Medical, Rx, Dental, Disability, Life Insurance, Flexible Spending Accounts, Retirement Savings Plans with Company Match/Contributions, Education Assistance, Bonus Plan Eligibility, Parental Leave

• Flexible work options to help balance work/life demands
• Healthcare/retirement savings programs
• Competitive compensation packages to reward skills and performance
• Tuition assistance or financial help for ongoing learning and development
• Health, Dental, Vision & Wellness programs
We are looking for a CPA or EA that wants to be part of a collaborative business with a passion for helping people with their businesses, taxes, and finances. We work closely with our clients to make sure they are getting the best advice possible. In this position, you will be preparing and reviewing personal, business, and trust tax returns.

The Tax Advisor will perform personal and business income tax preparation, including conducting individual meetings with clients to ensure all relevant data is collected for the completion of their tax returns, provide client guidance relative to specific questions or concerns, complete tax returns, and review tax returns with the client for quality and accuracy. This position is also responsible for collaborating with the team in preparing financial statements, periodical and ad hoc reports, and by collecting, analyzing and summarizing information for client review, and for assisting in the management of client relationships to ensure client satisfaction

Required Skills/Abilities:

• Excellent verbal and written communication skills, and strong interpersonal skills.
• Excellent organizational skills and attention to detail.
• Excellent time management skills with a proven ability to meet deadlines.
• Strong analytical, critical thinking, and problem-solving skills.
• Ability to adapt to the needs of the organization in a high-paced environment.
• Extremely proficient with accounting and tax preparation, highly skilled in debit/credit transactions, and industry-specific software such as QuickBooks and Lacerate.
• Ability to comprehend profit and loss calculations and basic business finance such as gross margin percentages and calculations, depreciation, capital and revenue expenditure, cash-flow, etc.
• Thorough knowledge of tax laws and compliance.

Education and Experience:

• Bachelor’s degree in Accounting required.
• CPA or EA strongly preferred.
• Minimum five (5) years of experience in personal and business tax preparation required.

Qualifications

• A successful candidate will be a CPA or EA with
• Lacerte experience is a plus,

• QuickBooks experience is required.
• Working digitally with Acrobat, Sureprep, and Office Tools Workspace.

• Bachelor’s degree in Accounting required.
• CPA or EA strongly preferred.
• Minimum five (5) years of experience in personal and business tax preparation required.

Ideal Candidate

• Someone with 5+ years individual and business tax preparation experience.
• Experience preparing and reviewing bookkeeping, budgets, and projections including reviewing business and personal tax plans for our clients.
• Someone good with lots of client interactio
• Ideal candidates will have a desire to learn and embrace new technology

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