Full-Time--Onsite/Hybrid Remote, Walnut Creek/Concord, CA area. Ideally candidates will reside in the Greater SF Bay Area out to Livermore/Pleasanton and the Greater Sacramento Area. This is a growing team, with a stable and established company.
Immediate long term roles for Senior Tax Accountants who have experience with complex Gift, Estate, Trust and High Net Worth Individual returns.
These are Full-Time positions open to candidates residing in and eligible to work in the United States.
Overview and Responsibilities:
This role is with a well-established, stable and growing firm and will be located in the Concord/Walnut Creek area.
It will be integral the success of a growing team focused on the tax planning of high net worth individuals, trusts, and estates and will apply tax expertise along with a deep understanding of laws, regulations and standards to formulate client related recommendations.
Responsibilities will vary depending on seniority but may include collaborating partners, clients and senior accountants to identify, explain, and resolve tax issues to ensure that client relationships are fostered and grow.
This firm has a strong track record of promoting from within. If you are looking for a an opportunity to join a stable company with excellent benefits please respond with your resume for immediate consideration.
Requirements:
- Has earned a bachelor’s, preferably Masters, degree with an emphasis on Tax or Accounting
- Is ideally a licensed CPA or EA
- Has a minimum of 5 years of experience with High Net Worth Individual, Gift/Estate & Trust Tax ( e.g.: 706, 709, 1041)
- Has performed exceptionally in environments that required high level of technical tax proficiency
- Is experienced with and ability to research complex tax issues
- Has a depth of experience which lends itself to the ability rapidly resolve unique issues and concerns in creative ways
- Is able to establish, maintain and grow relationships with clients
- Is an excellent verbal and written communicator
Job Type: Full-time
Pay: $95,000.00 - $165,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: Hybrid remote in Walnut Creek, CA 94598
