We are a specialized boutique accounting firm currently seeking a one-of-a-kind Tax Professional.
Why Us?
We are a small, dedicated team. We value our team members and their individuality. We want to make you a long-term part of our team. We specialize in the taxation of Trusts and Estates. We work mostly remotely. We value customer service, pride in our work product, and strong relationships with our Trust and Estate community.
Why you?
You want to be a key part of a small, cohesive team. You work well in a remote/hybrid-remote office environment and are a collaborative team player. You are experienced with preparing tax and accounting work. You pride yourself on accuracy and strong attention to detail. You enjoy providing exemplary customer service. You enjoy building and maintaining meaningful customer relationships. You excel in managing several projects simultaneously and meeting project deadlines. You would like to make our specialty your long-term career path.
About the work:
How We Work: Each team member plays a key role in different steps of our client service process, from onboarding through to filing and project completion. We all work together to ensure that our clients are served at the highest level.
Tax Preparation – Responsibility for the entire process, from initial review of client documents, to creation of organized logical workpapers, management of additional information required, draft returns, changes, and completion.
Transactional Accounting – General accounting, including preparation of court accountings, Profit & Loss Statements, Year End Planning, beneficiary distributions, etc.
Client Services – Ensuring clients are receiving the intended value of the services provided through consistent communication and follow up. Developing client and referral relationships through networking and partner lunches.
Deadline Management – Reference internal project calendar and understand the sequence of events necessary for project completion, ensuring all deadlines are met.
About you:
2 years of Trust and Estate taxation experience
5 years of Tax Accounting experience
Bachelor’s Degree or equivalent experience
CPA or EA Preferred
Experience in the preparation of individual and fiduciary tax returns
Experience in preparation of court accountings
Knowledge of tax and accounting software systems (QuickBooks, Quicken, Excel, Lacerte)
Strong attention to detail
Excellent communication skills
Ability to think and respond proactively
Schedule and Location: Full-time (flexible schedule). We are located in Banker’s Hill, San Diego 92103. This is a remote hybrid position, requiring occasional office meetings and client development.
Sound like you?
If you think this is the job for you, we’d love to hear from you! Send us a cover letter with your application. Please include these details: What is your ideal work environment? What are the biggest strengths you’ll bring to our team? What do you see as potential growth areas?
We look forward to meeting you!
Applications due by December 1st
