Growing Family Friendly CPA Firm - Hybrid Role - Leadership/High Visibility Role

Find out more about this role by reading the information below, then apply to be considered.

This Jobot Job is hosted by: Dan Urbaniak Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $180,000 - $220,000 per year

A bit about us:

Our client is a leading firm specializing in comprehensive financial services, with a strong emphasis on fiduciary responsibility and client-centric solutions. This company is dedicated to providing expert tax planning, estate management, and wealth preservation services. With a reputation for excellence and integrity, our client builds lasting relationships with clients, ensuring their financial goals are met with precision and care.

Why join us?

Joining our client means becoming part of a dynamic team that values expertise, collaboration, and innovation. This company offers a supportive work environment where professional growth is encouraged. Employees benefit from:

Competitive Compensation: Attractive salary packages and performance-based bonuses. Professional Development: Opportunities for continuous learning and career advancement. Work-Life Balance: Flexible working hours and remote work options. Inclusive Culture: A diverse and inclusive workplace that fosters mutual respect and teamwork. Leadership Opportunities: A chance to lead and shape the tax strategy of a reputable firm.

Job Details

To be successful in this role, candidates should possess the following qualifications:

Educational Background: Bachelor's degree in Accounting, Finance, or a related field. CPA certification is required; advanced degrees such as a Master's in Taxation or JD are preferred. Experience: Minimum of 10 years of experience in tax management, with at least 5 years in a leadership role. Experience in fiduciary tax planning is highly desirable. Technical Skills: Proficiency in tax software and financial management tools. Deep understanding of tax laws and regulations, including fiduciary tax matters. Strategic Thinking: Ability to develop and implement comprehensive tax strategies that align with the company's goals. Analytical Skills: Strong analytical skills to interpret complex financial data and provide strategic tax planning advice. Communication Skills: Excellent verbal and written communication skills, with the ability to explain tax concepts clearly to clients and stakeholders. Leadership Skills: Proven leadership abilities with a track record of managing and mentoring a team. Ethical Standards: High level of integrity and commitment to fiduciary duty.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.