Top 9 Preparer remote Jobs in Carlsbad Ca

Senior Financial Advisor
Blankinship & Foster —Solana Beach, CA
- Full-time
- Hybrid work
- Background check
- 7 years
- CPA
- Paid training
- Paid holidays
8d
Full Charge Bookkeeper
Confidential —Carlsbad, CA
- $62,500 - $80,000 a year
- Full-time
- Mid-level
- 3 years
- Finance
- Paid holidays
- Health insurance
Quick Apply
8d
Tax Manager - Full Time, Remote
Profitwise Accounting —San Diego, CA
- $105,000 - $170,000 a year
- Overtime
- Remote
- CPA
- 11+ years
- Mentoring
- Paid holidays
- Health insurance
Quick Apply
Senior Tax Associate - Full Time, Remote
Profitwise Accounting —San Diego, CA
- $80,000 - $120,000 a year
- Overtime
- Remote
- CPA
- Research
- Mentoring
- Paid holidays
- Health insurance
Quick Apply
EXPERIENCED TAX PREPARER & ACCOUNTANT
HARA CHAUDHURI CPAS PC —San Diego, CA
- $70,500 - $100,500 a year
- Weekends as needed
- CPA
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Senior Tax Preparer
Washington & Co Inc. —United States
- $85,000 - $95,000 a year
- Full-time
- CPA
- Software troubleshooting
- Research
- Health insurance
- Dental insurance
Quick Apply
7d

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Full Charge Bookkeeper
Confidential —Carlsbad, CA
Additionally, this position will maintain and file requisite documents for tax compliance, monitor cash flow, collections, close the books and produce financial…
$62,500 - $80,000 a year
Quick Apply
8d
Full Charge Bookkeeper
Confidential —San Diego, CA
Additionally, this position will maintain and file requisite documents for tax compliance, monitor cash flow, collections, close the books and produce financial…
$62,500 - $80,000 a year
Quick Apply
8d

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Tax Supervisor - Worthington
Regional Income Tax Agency —Worthington, OH
Assists by answering questions, resolving discrepancies, and making corrections concerning income tax statements or general account information.
From $61,921.60 a year
Quick Apply
4d
Temporary Tax Preparer - BT Prep
Baker Tilly Advisory Group, LP —Columbus, OH
Meet productivity, accuracy, and turnaround expectations during peak filing periods. Prepare individual income tax returns (Form 1040 and/or 1041, along with…
$18 - $41 an hour
Quick Apply

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preparer remote jobs near carlsbad ca

Senior Financial Advisor

Blankinship & Foster
Solana Beach, CA

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Job Details

Permanent | Full-time
8 days ago

Benefits

Paid training
Paid holidays
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Professional development assistance

Qualifications

Financial planning
Estate planning needs analysis
Tax planning
Teamwork
CFP
Income tax planning
Business development
Bachelor's degree
Attention to detail
Insurance planning
Financial services
Estate planning
Retirement planning advisory services
Financial retirement planning

Full Job Description

Firm Description

Blankinship & Foster, LLC is an independent, fee-only wealth management firm in Solana Beach, CA, that provides integrated financial planning and investment management to individuals and families specializing in retirees and near-retirees. Our firm culture and core values are based on being thoughtful and caring, doing what is right, finding solutions, and constantly seeking to learn, grow, and improve. We pride ourselves on being a team of authentic, dependable, dedicated, and thoughtful individuals. We are currently seeking to add another member to our exceptional team.

Job Summary

The Senior Financial Advisor serves as the lead advisor for assigned clients, providing comprehensive financial planning and strategic guidance across retirement, tax, estate, investment, insurance, charitable and education planning. This role is responsible for managing client relationships, leading the planning process for assigned clients, coordinating planning and investment management implementation with clients and professional partners, and helping drive firm growth through mentorship, collaboration, and business development.

Duties and Responsibilities

Serve as the lead advisor and primary relationship manager for assigned clients.
Lead the financial planning process for clients, developing and implementing comprehensive strategies across retirement, tax, estate, insurance, education, charitable, and investment planning.
Conduct client meetings, communicate complex planning concepts clearly, and guide clients through recommendations and implementations.
Identify and address planning opportunities across retirement, tax, estate, insurance, education, charitable and investment planning
Coordinate with attorneys, tax preparers, insurance professionals, and other advisors to support implementation of client recommendations.
Contribute to firm growth through business development, process improvement, and participation in strategic initiatives.
Mentor Advisors and Associate Advisors through coaching, collaboration and knowledge sharing.

Requirements and Qualifications

Certified Financial Planner (CFP®) designation. CPA is a plus.
Bachelor's degree from an accredited college or university.
7+ years of experience in comprehensive financial planning in a wealth management or RIA environment.
Strong technical knowledge across retirement, tax, estate, insurance, charitable, and equity compensation planning.
Ability to work a hybrid schedule (remote and onsite in Solana Beach, CA)

Work Style

Client-focused, collaborative professional with strong relationship-building skills.
Excellent communication skills with the ability to simplify complex financial concepts.
Highly organized, analytical and detail oriented.
Ability to work effectively with colleagues, clients and external professional partners.

Salary and Benefits

Compensation will be commensurate with skills and experience
Bonus
15 days of paid vacation to start, plus sick time
Paid holidays
401(k) plan
Health insurance benefits
Continuing education and conference reimbursement
Dues and membership fees for approved professional organizations
Exempt position

Who Should Apply

Qualified candidates should have direct relevant experience in comprehensive financial planning within a wealth management or RIA environment. If you are thoughtful, detail-oriented, collaborative, service-oriented and passionate about delivering high quality financial planning advice, please submit your resume and cover letter.

No phone calls please.

For more information about our firm, please visit our website: www.bfadvisors.com

Blankinship & Foster, LLC is an Equal Opportunity Employer.

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Paid training
Professional development assistance
Vision insurance

Work Location: Hybrid remote in Solana Beach, CA 92075

Apply Now

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preparer remote jobs in carlsbad ca

Senior Financial Advisor

Full Charge Bookkeeper

Tax Manager - Full Time, Remote

Senior Tax Associate - Full Time, Remote

EXPERIENCED TAX PREPARER & ACCOUNTANT

Senior Tax Preparer

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