Experienced Tax Staff

Hybrid Tax Preparer/Staff - HNWI, Estate, Gift

We are a high growth, private equity backed, multi branch Registered Investment Advisor.

We are seeking an experienced Tax Preparer/Experienced Staff with their CPA or EA that is looking to do individual tax return preparation and tax planning, including Gift, Trust and Estate.

The Tax Preparer (Experienced Staff level) is responsible for tax services provided to clients such as federal, state and local income tax preparation, tax projections and analysis, and notice resolution. This position will involve client-facing activities, providing comprehensive tax services to existing clients, and assisting our advisors and financial planning team with strategic tax planning.

This is a full-time, Exempt role based out of our Walnut Creek, CA offices. This position is a hybrid role with a 3 days/week expectation on a regular basis, some flexibility. The base salary range for this role is $85,000-$100,000 per year. In addition, we also provide generous benefits to all our full-time employees, including unlimited PTO.

Benefits

• 10 Paid holidays per year
• Unlimited PTO available
• 30 hours of sick time per year
• 401k with employer match
• Medical, Dental, Vision, Long Term Disability, Short Term Disability, Accident Insurance, Hospital Insurance

For this position you must be currently authorized to work in the United States. We do not sponsor for this position.

Preferred Skills: Lacerte CPA review SmartVault SafeSend SalesForce Tax Returns Tax Accounting 1041 Trust Estate Tax

Vincent Steger is recruiting for this position Email me your resume to apply for this job Job ID: VS3-1994579

Everforth CyberCoders is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law.