Job Description:
Financial Advisors Network (FAN) is a fast-growing, comprehensive Registered Investment Advisory (RIA) firm that delivers comprehensive wealth management and tax planning solutions to over 750 client households across multiple states. Since 1999, we have helped individuals and families navigate retirement and achieve their financial goals through an integrated approach to financial planning. Today, our firm manages more than $1.2 billion in advisory assets and continues to expand its reach and impact.
At FAN, we believe tax planning is one of the most valuable components of a successful retirement strategy. Through our accounting firm, FAN Tax Planning Group (FAN TPG), we provide proactive tax planning and tax preparation services that are fully integrated with our clients' broader financial plans. This collaborative approach helps us to deliver exceptional value and create meaningful outcomes for the families we serve.
As we continue to grow, we are seeking an experienced Senior Tax Preparer to join our team and play a key role in supporting our tax integration initiatives. This position offers the opportunity to work closely with CFP® professionals, paraplanners, client service associates, and fellow tax specialists in a highly collaborative environment where tax planning is central to the client experience.
Compensation Range:
- Full-time: $108,000
- If you pass the Series 65 exam, you can earn additional bonuses if you bring new clients to the financial planning business
Job Duties / The Day-to-Day:
- Prepare and sign individual (1040) tax returns for clients (estimating about 150 easy to medium complexity tax returns per year; pay may increase depending on amount of returns completed)
- Prepare tax projections to assist with year-end tax planning (estimating about 115 tax projections per year; pay may increase depending on the amount of projections completed)
- Meet with clients (average meeting will be about 30 minutes) to walk them through their tax returns and tax projections
- Ability to commute to Tustin, CA
- Answer general tax questions for clients throughout the year
- Work with the IRS or relevant state authorities to resolve tax notices and other tax issues for relevant tax years
- Assist Tax Director with more complex projects as needed
- Stay up to date on tax law changes and can communicate the effects of the law changes to clients
- Hours from early February to mid-April will be very high for tax prep season, and hours from mid-August to mid-December will be moderately high for tax projection season
Required Experience/Qualifications:
- 2+ years of tax preparation experience primarily for individual clients
- EA or CPA (or working towards either)
- PTIN for filing tax returns
- Ability to effectively communicate tax concepts in layman's terms
- Intermediate to advanced Excel skills
Preferred Experience/Qualifications:
- Experience working at H&R Block, Jackson Hewitt, or Liberty Tax is a huge plus, as we do a lot of tax return meetings in the Spring (similar to those companies)
- Familiarity with UltraTax and QuickBooks Online software
- Bachelors/Associate/Certificate in Accounting
Technical Skills:
- Ability to quickly learn and adapt to new systems and technology
About Financial Advisors Network
Our comprehensive service model includes:
- Tax Planning
- Investment Planning
- Retirement Planning
- Estate Planning
- Risk Management
- Institutional Employer Plan Management
FAN has built an internal Strategic Alliance Network designed to serve as a "one-stop shop" for clients' retirement, financial, and tax planning needs. Our goal is to simplify the client experience by providing coordinated advice and solutions under one roof.
Why Join FAN?
We are a close-knit team of 20 professionals who enjoy working together and serving our clients. Our culture is guided by five core values:
- Timely
- Thorough
- Transparent
- Team-Oriented
- Integrity-Driven
Growth at FAN is fueled primarily through client referrals and educational retirement planning programs, allowing us to focus on building long-term relationships. Our consultative approach to financial planning differentiates us from competitors, and strategic tax planning plays a critical role in helping prospective clients understand the value we provide.
Dress Code
Additional Information
- This position involves working with sensitive client information thus, confidentiality and attention to detail are required. Applicants will not use any client information beyond the scope of their duties while working for Financial Advisors Network Tax Planning Group.
Working Hours
- Monday through Friday from 8:30am to 5pm
Paid Time Off (10 days), Sick Time (5 days)
Paid Holidays (10 days per year)
- New Year’s Day
- Martin Luther King Jr.'s Birthday
- Washington’s Birthday
- Good Friday
- Memorial Day
- Juneteenth
- Independence Day
- Labor Day
- Thanksgiving Day
- Christmas Day
Other Benefits
- 401(k)
- Health insurance (50% of employee cost covered).
Pay: $108,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Life insurance
- Paid time off
Application Question(s):
- Do you have the ability to effectively communicate tax concepts in layman's terms?
Experience:
- tax preparation: 2 years (Required)
- intermediate to advanced Excel skill: 2 years (Required)
License/Certification:
- EA or CPA (or working towards either) (Required)
- PTIN for filing tax returns (Required)
Ability to Commute:
- Tustin, CA 92780 (Required)
Ability to Relocate:
- Tustin, CA 92780: Relocate before starting work (Required)
Work Location: In person
