Norman S. Mitroff Mitroff Consulting & Associates email@example.com
1100 Hudson Avenue http://www.mitroffconsulting.com Office: (707) 963-8410
St. Helena, CA 94574-2314 Mobile (415) 307-7806
Chantal Duboc firstname.lastname@example.org
Mobile (707) 492-2345
Executive Search, Human Capital Management and Transition Coaching
Our Client is in the heart of the Napa Valley and serves the wine industry, inns, hotels and high-net-worth individuals. They are one of the top four CPA firms in the Northern San Francisco Bay Area providing Public Accounting services to wineries in California.
They are an established, mature firm and believe in having a balance between work and personal life. They seek professionals who have a “life” – not someone who wants to work 60 or 70 plus hours per week. Professionals within the firm are treated as equals. All of the members, including the support team, participate in profit sharing.
We are interested in talented Tax professionals.
Here is a brief version of what we are seeking in a tax professional:
Ø proven Public Accounting experience of at least six years with outstanding tax experience with complex income tax returns
Ø a professional who wants a balanced “life” – not someone who works 60 or 70 plus hours per week; this is a CPA firm that insists their staff live a balanced life and they do not burn out their resources – i.e., their staff
Ø tax proficiency with review and preparation of tax returns for Mid-
Sized Private Companies in multiple industries, Investment Entities, High Net-Worth Individuals, Fiduciary Entities, and Non-Profits
Ø experience supervising and training staff, especially solid skills recognizing and communicating opportunities to improve Firm culture and staff development and retention with Partners
Ø strong organizational techniques as well as current GAAP knowledge
Ø a California CPA designation or JD (LLM Tax)
Ø proficient with Microsoft© Office suites
Ø able to communicate effectively with Customers not sophisticated in finance; able to explain complex accounting concepts in plain English
Ø resource Manager for individual tax focus team
a. Manage team members’ day to day workflow
b. Manage semi-annual pre-assignments (with partner input)
c. Train & Supervise tax team members
d. Recommend & approve tax CPE courses
e. Participate in annual team member evaluations
f. Individual/Trust Tax due date monitoring
Ø responsible for establishing and updating training program for individual tax
Ø participate in establishing individual and business tax prep policies
Ø manage customer relationships
Ø annual Team Member Reviews
Ø Primary tax return technical reviewer for complex individual and trust tax returns
- Available to assist with business tax return technical reviews
- Review amended returns & NOL Carrybacks
Ø taxing Authority (i.e. IRS, FTB) audit representation
a. Manage tax dispute resolution projects
Ø tax research preparation and review
Ø tax planning and strategizing
Ø a desire to be a part of a high profile, forward thinking, goal-oriented, and market leading professional firm
Ø experience in the wine industry and/or hospitality industry, while not required, is a plus
Ø are driven to succeed . . . as a team
Ø value ethics, integrity and superior work environment
Ø have an optimistic attitude; a balanced individual with a sense of humor and able to have fun
Please advise your colleagues all correspondence with our firm is confidential.
The successful candidate should understand Brotemarkle et al is very progressive and every Team Member is committed to enhancing the lifestyle and community of the Napa Valley.
Please note: This is a professional firm which has consistently been voted the “Best” employer in the Napa Valley. To emphasize this, Mitroff Consulting & Associates will arrange for serious candidates an opportunity to discuss the work environment at our Client’s office with their CPAs . This, as I am sure, you will recognize, is unusual and says much about the camaraderie of the Client.
Thanks in advance for any help you can offer -- We really appreciate it!
Norm and Chantal