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Key ResponsibilitiesPrepare tax returns, audits, reviews, and compilations.
Conduct tax and accounting research.
Work directly with clients on accounting and tax matters.
Assist with tax and estate planning.
Support business development and growth initiatives.
Provide comprehensive accounting and tax services to a diverse client base.
Utilize tax, accounting, and research software to support client engagements.
Required QualificationsCPA certification and/or Bachelor's degree in Accounting.
Minimum 3 years of relevant experience in a CPA firm.
Experience with tax and accounting services.
Strong client service, communication, and analytical skills.
Preferred SkillsProSystem fx.
BNA.Creative Solutions.
QuickBooks.
Online accounting and tax research platforms.
RIA Checkpoint.
Tax planning and compliance.
Audit, review, and compilation experience.
Estate planning experience.
BenefitsHealth insurance.401(k) plan.
Paid vacation.
Paid holidays.
Paid sick leave.
Client acquisition bonuses and additional incentives.
W
W3Global
Accountant/CPA
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Job Description
Role:
Accountant /CPALocation:
Palm Desert, CAWork Type:
Full-time | OnsiteJob SummaryWe are seeking a career-minded Accountant or CPA with relevant CPA firm experience to provide tax planning, compliance, accounting, and client services. The role includes tax preparation, audits, reviews, compilations, research, client interaction, and supporting business growth initiatives.Key ResponsibilitiesPrepare tax returns, audits, reviews, and compilations.
Conduct tax and accounting research.
Work directly with clients on accounting and tax matters.
Assist with tax and estate planning.
Support business development and growth initiatives.
Provide comprehensive accounting and tax services to a diverse client base.
Utilize tax, accounting, and research software to support client engagements.
Required QualificationsCPA certification and/or Bachelor's degree in Accounting.
Minimum 3 years of relevant experience in a CPA firm.
Experience with tax and accounting services.
Strong client service, communication, and analytical skills.
Preferred SkillsProSystem fx.
BNA.Creative Solutions.
QuickBooks.
Online accounting and tax research platforms.
RIA Checkpoint.
Tax planning and compliance.
Audit, review, and compilation experience.
Estate planning experience.
BenefitsHealth insurance.401(k) plan.
Paid vacation.
Paid holidays.
Paid sick leave.
Client acquisition bonuses and additional incentives.
Benefits
- Paid Time Off (PTO)
- Sick Leave
- 401(k) Plans
- Health Insurance