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Job DescriptionBenefits: • 401(k), • 401(k) matching, • Bonus based on performance, • Company parties, • Competitive salary, • Free food & snacks, • Health insurance, • Opportunity for advancement, • Paid time off As an experienced tax preparer, it is assumed that you are a self-starter that functions well with very little oversight, who is well organized, and has strong communication skills. Some of your duties will consist of preparing/reviewing individual, LLC, estate, partnership, trust, corporate, gift, and non-profit tax returns, lead a tax team, run tax projections and financial forecasts, research tax issues, perform accounting and business management duties, and work on special projects. Responsibilities: Ability to prepare and review high level partnership, S Corp and individual tax return preparation Deliver a full range of tax services for individuals, corporations, partnerships, trusts, etc. Ability to provide tax planning, consulting and expertise A strong bookkeeping background, preferred Coordinate accounting staff and assess their performance Improve processes by developing or implementing best practices Ability to handle notices and other issues from various tax authorities Ability to handle tax research assignments along with analyzing tax code & regulations Other duties as assigned Qualifications: Bachelor's (Required) Tax Experience: 6 years (Required) US work authorization (Required) Benefits: Health insurance Life insurance Vision insurance 401K with matching Salary Commensurate with Experience Schedule: Monday to Friday Overtime, during tax season and as needed License/Certification: CPA or EA

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Bonus based on performance, • Company parties, • Competitive salary, • Dental insurance, • Free food & snacks, • Health insurance, • Competitive Compensation, • Health Insurance, • Life Insurance, • Vision Insurance, • Matching 401K Job Summary We are seeking a Financial Advisor/Tax Preparer to join our team. In this role, you will educate and provide guidance to our clients on how to best utilize and invest their money. You will assess each clients unique financial picture, understand their needs, and recommend a strategic financial plan. The ideal candidate is capable of analyzing the markets financial data, has excellent communication and presentation skills, and has a track record of successful financial guidance. Some of your duties will consist of preparing/reviewing individual, LLC, estate, partnership, trust, corporate, gift, and non-profit tax returns, run tax projections and financial forecasts, research tax issues, perform accounting and business management duties, and work on special projects. Responsibilities • Gather information to understand each clients overall financial situation and needs and create individualized financial plans, • Make recommendations around a variety of financial products and services, • Maintain up-to-date knowledge of the market and industry trends, • Prepare and review high level partnership, S Corp and individual tax return preparation, • Deliver a full range of tax services for individuals, corporations, partnerships, trusts, etc..Qualifications, • Bachelors degree in finance or a related field, • Previous experience as a Financial Adviser or related position, • Current certificate of qualifications (FCA, CII, DipFA, CISI, or other), • Tax Experience: 6 years, • Understanding of the markets financial data, • Ability to provide reliable, data-based financial advice, • Ability to explain complex financial information in simple terms, • Excellent negotiation, communication, and presentation skills