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Location

Costa Mesa, CA | United States

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Job description

Job Description

At the company, we are dedicated to building a community where you can collaborate with diverse individuals and businesses, fostering innovative thinking. Our commitment lies in nurturing the growth and expanding the capabilities of our people. Our team comprises both teachers and learners who openly share knowledge to enhance each other's development. It's the unique contributions of our entire team that drive our success. We consistently strive to cultivate an engaging, diverse, and inclusive firm culture while promoting work-life balance. If you resonate with our values and enthusiasm, you'll discover a welcoming environment at the company!

Why Join Us:

- Work-Life Balance: Enjoy a reasonable work/life balance with flexible schedules.
- Open Communication: Benefit from our open-door policy with Partners and Managers.
- Professional Growth: Receive support and financial assistance in obtaining CPA and other credentials.

About the Role:

As a Senior Tax Strategist, you'll play a crucial role in our team. We're looking for someone with a minimum of 5 years of public accounting experience. While a CPA or CPA candidate is preferred, it's not mandatory. Your primary responsibilities will revolve around providing tax advisory services, planning, and preparation for a diverse range of clients, including individuals, businesses, and high net worth individuals, with a preference for those with real estate tax and accounting experience.

Key Responsibilities:

- Engage in client projects, offering corporate, partnership, and individual tax services.
- Devise, plan, and execute tax strategies and conduct research on potential tax issues.
- Prepare and/or review tax returns for corporate, partnership, estates, trusts, or individuals, including federal, foreign, state, and local tax returns, estimated payments, and extensions.

Essential Functions:

- Preparation and review of tax returns for entities and individuals.
- Tax planning for closely held businesses and their owners.
- Cultivate and maintain relationships with existing clients.
- Conduct tax research and address tax notices from IRS or other tax authorities.

Job Qualifications:

- Excellent written and verbal communication skills.
- Punctual and detail-oriented.
- Ability to multitask with ease and professionalism.
- Proficiency with office equipment and various computer programs.
- Strong interpersonal skills, facilitating effective collaboration with staff members, clients, and vendors.

Education/Experience:

- 5+ years of experience in Public Accounting.
- Bachelor's degree in Accounting, Business Administration, Finance, or a related field; a Master of Tax is desirable.
- CPA candidate or CPA License is preferred but not required. If not a CPA, the candidate must meet the educational requirements to sit for the CPA exam.

Job Details/Benefits:

- Full-time position.
- 8-hour workday, Monday to Friday.
- Paid time off for all major holidays.
- Generous PTO benefits.
- Medical, Dental, Vision, and Life Insurance Benefits.

Experience:

- Tax experience: 5 years (Preferred).
- Public accounting: 5 years (Preferred).
- License/Certification: CPA (Preferred).

Work Location:

- Remote, Office Location in Anaheim Hills, CA.

Preference will be given to applicants residing in Southern CA or the greater Phoenix area.

If you require alternative methods of application or screening, please contact the employer directly to request this, as Indeed is not responsible for the employer's application process.

We hope this revised job description is more inviting and appealing to potential job seekers.
Employment Type: Full-Time
Salary: $ 70,000.00 100,000.00 Per Year

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