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Location

San Ramon, CA | United States

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Job description

Job Opportunity: Tax Planning Specialist

Are you seeking an escape from the demanding hours of Investment Banking without compromising on your earning potential? Look no further!

Who You Are:

Are you known for your precision, organization, and diligent work ethic? Do you thrive on tackling challenges head-on with confidence? You're the type who embraces independence yet values teamwork and guidance. With a knack for remote work convenience but also willing to engage face-to-face with clients when necessary, even if it means hopping on a plane.

The Opportunity:

Step into the role of quarterback for our dynamic Summit Tax Planning team. You'll collaborate closely with our tax professionals, clients, and our affiliated Wealth Management company (Summit Wealth & Retirement Partners). Excitingly, both Summit Tax and McHale Financial (recently acquired) offer substantial revenue growth opportunities, awaiting the expertise of a top-tier player like yourself.

Who We Are:

While we specialize in tax and wealth management, our ethos aligns with delivering service akin to the Ritz Carlton experience. Our team thrives on a balanced blend of autonomy and collaboration, fostering a close-knit, fully remote environment. Integrity with clients, a zero-tolerance policy for office politics, and a commitment to delivering world-class service are at our core. We work hard, and we reward handsomely, sharing in the successes and profitability of our ventures.

Your Experience & Compensation:

A CPA or EA credential is essential, with a preference for a master's degree in Tax or Accounting. Ideally, you've handled 100 to 200 tax returns annually, encompassing various entities like S Corporations, Partnerships, C Corporations, Gift Tax, and Irrevocable Trust returns. Proficiency in Lacerte tax software, TaxDome, and SurePrep is highly desirable, along with adeptness in MS Excel and PowerPoint. Your compensation will reflect your experience and ability to manage diverse client portfolios.

What Makes Us Different:

- Proactive approach
- Commitment to responding to all client inquiries within 24 hours
- Integration of tax strategy and compliance
- Dedication to nurturing lifelong client relationships
- Exceptional client retention rates exceeding 95%

Job Type: Full-time
Pay: $85,000.00 - $250,000.00 per year
Benefits:
- 401(k)
- Continuing education credits
- Flexible schedule
- Health insurance
- Paid training
- Work from home option

Experience level: Minimum 5 years
Schedule: Monday to Friday, with occasional weekends as required

Application Question:

Given a scenario where we acquire 100 new clients, complete with their previous year's tax returns, fees, and contact details, where would you commence your approach to handling this influx of information?

Work Location: Remote

For alternative application methods or screening accommodations, kindly reach out to the employer directly, as Indeed is not responsible for the employer's application process.
Employment Type: Full-Time
Salary: $ 85,000.00 250,000.00 Per Year

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