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Senior Tax Accountant

Financial Advocates INC Santa Ana, CA
  • Posted: over a month ago
  • $75,000 to $90,000 Annually
  • Full-Time
  • Benefits: Medical, 401k

Job Description

Company

Financial Advocates, Inc., is an Orange County-based CPA Firm servicing high net worth individuals and businesses for over 15 years. At Financial Advocates we strive to develop intellectual capacity by maintaining an environment that challenges professionals to expand their knowledge base, all culminating in a rewarding experience for both clients and professionals of our enterprise. With the entire staff of Financial Advocates sharing our vision of distinctive quality and unparalleled customer service, we are headed for greater success and are looking to add talented individuals to our team.

Description

We are seeking an experienced Senior Tax Accountant. The ideal candidate will have 2+ years of experience working with high net worth individuals and closely held businesses. The Senior Tax Accountant will work with a client base that consists primarily of former Big 4 clients with a focus on value-added, consultative services and providing excellent client service. The Senior Tax Accountant must be a self-starter, team-oriented and highly motivated, and truly enjoy assisting others. The Senior Tax Accountant should be able to think creatively, outside the box.

Responsibilities

The ideal candidate for the Senior Tax Accountant Role will:

  • Provide tax compliance and planning services to high net worth individuals and their entities
  • Research and develop solutions to complex tax issues
  • Communicate project status to team members
  • Have direct contact with clients to discuss and resolve tax-related tax matters and problems
  • Facilitate internal team and client meetings

Qualifications

  • Minimum of 2-5 years experience
  • Bachelor's Degree in Accounting/Finance
  • Experience working with pass-through entities (S-corps, partnerships, LLCs, and LLPs) and serving high net worth individuals
  • Pursuing or possesses an active CPA License

Benefits

  • Comprehensive healthcare benefits program
  • HSA
  • 401K Retirement Savings Plan

Salary

  • Competitive, based on experience

Job Type: Full-time

Financial Advocates INC

Why Work Here?

A great environment where you can make a difference, show off your talents, expand your skill sets and grow!

Financial Advocates, Inc., is an Orange County-based CPA Firm servicing high net worth individuals and businesses for over 15 years. We are a full-service accounting firm, assisting individuals and businesses with their accounting, financial planning and tax affairs, allowing our clients to focus on developing their businesses and accomplishing their goals. At Financial Advocates we strive to develop intellectual capacity by maintaining an environment that challenges professionals to expand their knowledge base with a focus on value-added, consultative services. With the entire staff of Financial Advocates sharing our vision of distinctive quality, personalized assistance and unparalleled customer service for our clients, we are headed for greater success and are looking to add talented individuals to our team.

Address

120 W 5th St., Suite 220
Santa Ana, CA
USA

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