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Tax preparer • el cajon ca

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Tax Supervisor - Tax Manager

Tax Supervisor - Tax Manager

Regal Executive SearchLa Mesa, CA
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Named to Barron’s Top 100 Independent Financial Advisors, Financial Times Top 300, Financial Advisor Magazine’s Fastest-Growing 50 Firms, and a recipient for San Diego’s Best Firms to Work For, an ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Tax Associate

Tax Associate

Sensiba San Filippo LLPRemote, CA
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Sensiba is always looking for top talent to add to our integrated team.We have an exciting opportunity for a.If you’re looking for an organization that offers an inclusive environment, uses busines...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Tax Supervisor - Tax Manager

Tax Supervisor - Tax Manager

Regal Executive Search, LLCLa Mesa, CA, United States
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Deliver extremely high-quality work and high-level client services to high-net-worth clients Serve as a trusted advisor to our clients, to maximize client engagement and satisfaction Review and pre...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Tax Associate

Tax Associate

H&R BlockEl Cajon, CA, US
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At H&R Block, we believe in the power of people helping people.Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
Senior Income Tax Accountant

Senior Income Tax Accountant

California Resources CorporationCalifornia, United States
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Senior Income Tax Accountant-00014151.California Resources Corporation.California Resources Corporation is a publicly traded oil and natural gas exploration and production company and the largest o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Staff Tax Accountant (Bay Area & Surrounding Region)

Staff Tax Accountant (Bay Area & Surrounding Region)

Urbn LeafLa Mesa, CA, United States
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The Tax Accountant role focuses on managing specialized areas of taxation within the cannabis industry, including Sales & Use Tax, Cannabis Business Tax, and Excise Tax. Responsibilities include pre...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Experienced Tax Preparer

Experienced Tax Preparer

Jackson HewittEl Cajon, CA, US
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Calling all experienced tax preparers! Join our team for an exciting opportunity that offers flexible schedules.Leverage your tax expertise, business background, and knowledge of tax laws to propel...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Senior Tax Accountant

Senior Tax Accountant

TradeJobsWorkForce92174 San Diego, CA, US
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Senior Tax Accountant Job Duties : Files federal , state, and local tax documents by preparing property ta...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Tax Supervisor - Tax Manager

Tax Supervisor - Tax Manager

Regal Executive SearchLa Mesa, CA
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Tax Supervisor - Tax Manager

Named to Barron’s Top 100 Independent Financial Advisors, Financial Times Top 300, Financial Advisor Magazine’s Fastest-Growing 50 Firms, and a recipient for San Diego’s Best Firms to Work For, an international Wealth Manager is looking for a CPA Tax Manager to join us in our San Diego office.

The Tax Manager position is for those individuals with experience leading and managing multiple tax engagements, delivering superior tax services to high-net-worth clients. The ideal candidate has at minimum 5 years of tax manager experience managing the completion of complex tax returns.

Job Description :

  • Deliver extremely high-quality work and high-level client services to high-net-worth clients
  • Serve as a trusted advisor to our clients, to maximize client engagement and satisfaction
  • Review and prepare simple and complex federal and state income tax returns for individuals, trusts, and businesses
  • Approve and sign all returns
  • Dialogue with Senior Wealth Advisors regarding tax returns and tax planning
  • Research the implications of tax laws and recent tax legislation
  • Advise clients and Senior Wealth Advisors on tax-related issues
  • Prepare tax planning and estimates, year-round
  • Proactively plan for high-net-worth clients; Roth conversions, charitable gifting, etc.
  • Keep all staff in the firm informed of changes and developments in the taxation area

Requirements

  • CPA license
  • Proficiency preferred, but not required, in Lacerte tax software
  • Experience in Trust tax returns a must. Strongly prefer experience in foreign tax issues for expats as well.
  • Obtained minimum 5 years prior experience in public accounting (tax manager or above)
  • Possess a bachelor’s degree in Accounting or other related fields
  • Ability to multitask and prepare returns for over 300 clients
  • Hold excellent interpersonal, oral and written communication skills
  • Well-rounded in dealing with high-net-worth individuals and businesses, and complex tax issues that accompany those clients