5+ years public accounting, CPA or EA preferred, expert-level tax knowledgeAbout UsWe're a five-person Boutique Advisory firm based out of the Valley that manages sophisticated tax strategy for high-net-worth individuals and closely held businesses. Our clients trust us because we deliver what the big firms can't: direct access to experienced advisors, nuanced understanding of their specific situations, and solutions that actually work.
The RoleYou'll own complex tax engagements from strategy through execution, working directly with sophisticated clients on meaningful tax planning. This means real autonomy and impact: minimal supervision, direct client contact, and the responsibility to drive advisory work across the firm.
Job DutiesPrepare federal and state tax returns for individuals, partnerships, and S corporationsIdentify and present tax planning opportunities to clientsManage tax engagements end-to-end, ensuring timely and accurate filingsResearch and interpret complex tax issues and regulationsReview and quality-control tax returns before deliveryWhat You Need5+ years in public accountingCPA/EA certificationDeep knowledge of federal and California tax lawProficiency in tax software and ExcelBenefitsCompetitive salaryAnnual Bonus401(k)Health insurancePaid time offVision insurance