Tax Lead (CPA/EA) -

Job DescriptionJob Description Position Overview As a CPA within our new tax entity, you will play a pivotal role in deepening relationships with our existing wealth clients by providing expert tax preparation, filing, and planning expertise. Meeting this pent-up demand will be just one more way we serve our clients to help them achieve their financial goals. Additionally, you will collaborate closely with our team of financial planners in providing comprehensive financial advice and strategic guidance. Key Responsibilities

• Prepare and review individual and small business tax returns, ensuring compliance with relevant regulations and maximizing tax efficiency.
• As this service grows, oversee the work of others preparing returns.
• Provide proactive tax planning advice to minimize tax liabilities and optimize financial outcomes.
• Being both proactive and responsive to client requests to deepen client relationships and earn trust.
• Stay abreast of industry trends, regulatory changes, and best practices to continuously enhance service offerings and provide value-added insights to clients.
• Collaborate with financial advisors/planners to develop comprehensive wealth management strategies aligned with clients' objectives. Qualifications
• Certified Public Accountant (CPA or EA) designation required.
• Bachelor's or Master's degree in Accounting (desired), Finance, or related field.
• Minimum of 5 years of relevant experience in tax preparation and/or public accounting.
• Strong technical proficiency in annual tax filing for individuals and small businesses, tax planning, compliance, and financial analysis.
• Exceptional communication and interpersonal skills, with the ability to articulate complex financial concepts in a clear and straightforward manner.
• Proven track record of building and maintaining client relationships.
• Detail-oriented with a commitment to delivering high-quality work and exceeding client expectations.
• Ability to thrive in a collaborative team environment and contribute to a culture of continuous learning and professional development.
• Familiarity with the CCH suite of products would be beneficial.

Company DescriptionW3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more. We're proud of the investments we've made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies. Our Services W3Global understands the natural ups and downs of an organization's staffing needs. We are continuously adapting to industry and economic changes to find the right candidates. We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding. We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software. Our Expertise W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company's unique needs. As a W3Global client, you'll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Company DescriptionW3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.\r\n\r\nWe're proud of the investments we've made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.\r\n\r\nOur Services\r\nW3Global understands the natural ups and downs of an organization's staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.\r\n\r\nWe specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.\r\n\r\nWe are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.\r\n\r\nOur Expertise\r\nW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company's unique needs.\r\n\r\nAs a W3Global client, you'll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.