Job description
We are growing rapidly and searching for a CPA/ Partner to join our firm. Our firm has been established for over 20 plus years and is in downtown Laguna Beach. We are one of the largest and most well-known firms in the Laguna Beach Community. We focus on high-net-worth individuals, businesses, trusts, and estate tax returns. We firmly believe in work-life balance and make this a priority for our staff offering flexible work schedules. Our firm has experienced significant growth and based on this growth, we have a need for an experienced individual with extensive tax knowledge and experience.
Our ideal candidate would be able to review complex individual, business, fiduciary, and partnership tax returns.
This is not a remote job but we do offer flexibility. We will pay relocation expenses for the right candidate.
Responsibilities:
- Technical review of individuals, corporate, fiduciary, and partnership tax returns
- The ability to do technical research on complex tax issues to provide valuable service to clients
- Demonstrating the ability to manage the preparation and review process of complex returns in a timely and efficient manner
- Preparation of tax projections and other tax planning strategies
- Review tax information supplied by the client; may meet with or call clients with questions
- May assist with reviewing financial statement compilations when needed.
- Interact closely with clients to provide innovative tax planning, consulting, and compliance expertise
- Work closely with partners and staff on client management, practice development, and business development activities
- Mentor and coach staff members effectively to improve their job skills
Requirements:
- Bachelor’s degree in accounting or finance
- 15+ years of recent practice in public accounting
- Manager experience (5+ years)
- Strong technical and analytical skills in tax accounting
- Strong computer skills: proficiency in QuickBooks, Excel, Word, Tax Software (knowledge of Lacerte Tax software is a plus)
- Detail-oriented and ability to multi-task.
- Team skills, positive attitude, and high ethical standards.
- Strong communication and organizational skills combined with attention to detail.
Here's why you should join us:
· Flexible hours with an ability to work remotely
· Flexible weekend hours during tax season
· Generally, no more than 55-60 hours per week during tax season
· Supported by a team of experts
· Grow within our firm
· Paid time off, including sick time and holidays
· 401(k) profit-sharing plan elective deferrals, and Firm contribution bonuses at the end of each tax season.
Other Perks:
- Great company culture; team approach; friendly staff, one block from the beach, low-key beach environment,
- Scenic commute to the office down PCH or through Laguna Beach Canyon
Job Type: Full-time
Salary: $170,000.00 - $220,000.00 per year
Benefits:
- 401(k)
- Dental Insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
Schedule:
Supplemental pay types:
Application Question(s):
License/Certification:
- Driver's License (Preferred)
- CPA (Required)
Shift availability:
Work Location: One Location
We have a special niche in our industry. We specialized in Estate and Trust.