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CPA Tax Specialist for Wealth Management Firm

Desmond Consulting Group Walnut Creek, CA
  • Expired: over a month ago. Applications are no longer accepted.

Tax Specialist for an established Wealth Management Firm and affiliated CPA Accountancy firm that stays busy year-round. We are seeking an experienced CPA who is diligent, resourceful and thinks strategically to prepare tax returns, calculate tax projections and oversee our QBO accounting clients.

Both firms are located in downtown Walnut Creek, CA. We seek a Tax Specialist to assist firm owner/advisor and team in delivering high-level expertise and service to a diverse client base.

Ideal candidate should possess:
* Professional license – EA or CPA (MS in Taxation a plus)
* 7+ seasons of income tax preparation and planning experience
• Ability to complete a tax return start to finish -- individual, corporate, partnership/LLC, trust, gift tax returns
• Familiarity with Lacerte tax preparation software
• Experience with QuickBooks Online\Proficient with Microsoft Excel, Word, and Outlook
• Strong organizational, verbal and written communications skills
• Positive attitude

Responsibilities will include:
• Conduct client interview meetings for tax preparation or planning services
• Prepare written tax projections for clients leading to proactive follow up with clients on crucial issues and tasks
• Conduct tax research to solve multitude of client situations
• Prepare a majority of the Firms tax returns during tax season and extension period, and follow up on miscellaneous client tax and accounting issues
• Respond to IRS, FTB, and BOE audit notices and requests for information
• Provide advice and strategic guidance to our business clients
• Monitor monthly QBO accounting workflow processes

This is a flexible Part-Time position. Approximately 20-32 hours a week.

Please include a cover letter that explains why you would be a good fit for the position; please include a resume and your salary requirements.

Desmond Consulting Group

Why Work Here?

Flexible hours, friendly and caring team, great work environment. Paid on-site parking and also located within walking distance of BART.

An Integrated Solution Desmond Consulting Group (a full-service Tax and Accountancy Corporation) and our affiliated company Desmond Wealth Management, Inc a Registered Independent Advisor work together to identify and help clients evaluate their choices, allowing them to make smart decisions and avoid costly mistakes. We have our clients complete financial, investment and tax situation in mind. We specialize in integrating financial planning, investment management, and tax management. We take a holistic and synergistic approach. By integrating tax services and financial planning with sound and disciplined investment management, we increase the probability that our clients will achieve their life and financial goals and objectives while minimizing their taxes and optimizing cash flow. We take the time to ask our clients good questions and actively listen so we can carefully coordinate their financial resources with their values, goals, relationships, interests, willingness and need to take a risk.


Walnut Creek, CA
Walnut Creek, CA