Jacobs & Jacobs is celebrating its 75th year in business and is still growing. We currently have offices in both Ojai and Thousand Oaks. This opportunity is in the Thousand Oaks office. We specialize in tax preparation, trust & estate administration and taxation, and general business bookkeeping and taxation. A CPA/EA/Seasoned tax professional should possess a strong understanding of the accounting cycle and be able to maintain and understand accounts payable, accounts receivable, month-end closing, reconciliations, and assisting clients with financial statement presentation. In addition, they should possess the ability to convert this information into an accurate tax return, taking into consideration tax savings opportunities and future planning.
The firm has experienced substantial growth and is currently taking on new clients. This opening presents itself as an opportunity for a tax professional to further develop their skills working with hands-on CPA’s who will help foster your professional career and develop your technical skills beyond the proficiencies you already possess. We are extremely collaborative, and are looking to constantly develop and grow together.
Prepare and examine accounting records, financial statements, and other financial reporting
Prepare tax returns and check key attributes of returns prepared by others
Tax law research and staying current with ever changing tax laws
Use of tax software and proprietary methods to gain expedient understanding of tax return issues and prepare accurate tax returns
Work well with others in a collaborative environment
Proficiency in Lacerte and Microsoft 360 suite of programs, particular emphasis in Excel
Need to be a self-starter, motivated individual, detail and deadline oriented
Need to possess a strong understanding of pass-through business entities, understanding of trust and estate taxation is a plus
Ability to identify problems or potential concerns and expediently address them
Outstanding organizational, written and verbal communications skills
BA/BS or equivalent in Accounting, Finance, or Economics
Extraordinary analytical, quantitative, and social skills
Ability to communicate and work closely with clients
CPA/EA License or ability and willingness to get one