We are a small boutique financial services firm specializing in income tax preparation, investment advisory and Estate planning services for high net-worth clients. We are seeking a candidate that has 10+ years of individual and corporate income tax preparation experience that can communicate effectively and understands the client-centric luxury experience. The candidate should have a valid California CPA license and 10 years of income tax preparation experience. Familiarity with Lacerte, Drake and Quickbooks is required.
