Tax Accountant ( Hybrid )
$70k - $90kJobot
Tax Accountant ( Hybrid ) This Jobot Job is hosted by: Jerry Sipocz
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $70,000 - $90,000 per year A bit about us: Our client is an established and growing financial services firm that provides a comprehensive combination of tax, accounting, wealth management, and financial advisory services. Their integrated approach brings financial professionals and CPAs together under one platform, allowing clients to receive coordinated guidance across multiple areas of their financial lives. Serving individuals, families, and businesses, the organization focuses on building long-term client relationships and delivering personalized solutions based on each client’s unique financial goals. The company offers a collaborative, client-focused environment where professionals have the opportunity to work across disciplines and contribute to a growing organization committed to delivering a high level of service. Why join us?
2. Managing tax provisions for S corporations, including calculating and documenting income and deductions.
3. Providing comprehensive tax services to high net worth individuals and ultra-high net worth clients, including the preparation and review of form 1040.
4. Offering expert advice on trust and estate tax matters, helping clients navigate the complexities of estate planning and wealth transfer.
5. Identifying tax planning opportunities and potential tax issues, providing innovative solutions to minimize tax liabilities and risks.
6. Keeping up-to-date with the latest tax laws and regulations, ensuring our clients receive the most current and accurate advice.
7. Collaborating with other team members and departments to provide a seamless and integrated service to our clients. Qualifications: To be considered for this exciting opportunity, you must have: 1. A Bachelor's degree in Accounting, Finance, or a related field. A Master’s degree or CPA designation is highly desirable.
2. A minimum of 1 years of experience in a tax accountant role, preferably in a public accounting firm or a similar environment.
3. Proven experience working with corporate tax returns, S Corp, form 1040, trust and estate tax, and high net worth individuals.
4. A deep understanding of tax codes, compliance, and procedures at the federal and state level.
5. Exceptional analytical and problem-solving skills, with the ability to interpret complex financial data.
6. Excellent communication and interpersonal skills, with a proven ability to build strong relationships with clients and team members.
7. High attention to detail and accuracy, with the ability to work under pressure and meet tight deadlines.
8. Proficiency in tax software and other relevant computer applications. This is a fantastic opportunity for a seasoned tax professional to take on a challenging and rewarding role in our dynamic team. If you have a passion for tax accounting and are ready to take your career to the next level, we would love to hear from you. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $70,000 - $90,000 per year A bit about us: Our client is an established and growing financial services firm that provides a comprehensive combination of tax, accounting, wealth management, and financial advisory services. Their integrated approach brings financial professionals and CPAs together under one platform, allowing clients to receive coordinated guidance across multiple areas of their financial lives. Serving individuals, families, and businesses, the organization focuses on building long-term client relationships and delivering personalized solutions based on each client’s unique financial goals. The company offers a collaborative, client-focused environment where professionals have the opportunity to work across disciplines and contribute to a growing organization committed to delivering a high level of service. Why join us?
- Comprehensive health benefits package
- Hybrid (2 days in office /3 days remote)
- Unlimited PTO
- Half day Fridays in the summer
- 401k
2. Managing tax provisions for S corporations, including calculating and documenting income and deductions.
3. Providing comprehensive tax services to high net worth individuals and ultra-high net worth clients, including the preparation and review of form 1040.
4. Offering expert advice on trust and estate tax matters, helping clients navigate the complexities of estate planning and wealth transfer.
5. Identifying tax planning opportunities and potential tax issues, providing innovative solutions to minimize tax liabilities and risks.
6. Keeping up-to-date with the latest tax laws and regulations, ensuring our clients receive the most current and accurate advice.
7. Collaborating with other team members and departments to provide a seamless and integrated service to our clients. Qualifications: To be considered for this exciting opportunity, you must have: 1. A Bachelor's degree in Accounting, Finance, or a related field. A Master’s degree or CPA designation is highly desirable.
2. A minimum of 1 years of experience in a tax accountant role, preferably in a public accounting firm or a similar environment.
3. Proven experience working with corporate tax returns, S Corp, form 1040, trust and estate tax, and high net worth individuals.
4. A deep understanding of tax codes, compliance, and procedures at the federal and state level.
5. Exceptional analytical and problem-solving skills, with the ability to interpret complex financial data.
6. Excellent communication and interpersonal skills, with a proven ability to build strong relationships with clients and team members.
7. High attention to detail and accuracy, with the ability to work under pressure and meet tight deadlines.
8. Proficiency in tax software and other relevant computer applications. This is a fantastic opportunity for a seasoned tax professional to take on a challenging and rewarding role in our dynamic team. If you have a passion for tax accounting and are ready to take your career to the next level, we would love to hear from you. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
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