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Experienced Tax Associate

Job

Montemar Associates, PC

Remote

$120,000 Salary, Full-Time

Posted 1 week ago (Updated 5 days ago) • Actively hiring

Expires 7/1/2026

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Job Description

Experienced Tax Associate Montemar Associates, PC Santa Barbara, CA Job Details Full-time From $120,000 a year 5 hours ago Benefits Health insurance 401(k) Paid time off Work from home Qualifications CPA Phone communication Financial reporting QuickBooks State tax return preparation Tax preparation software Full Job Description A boutique accounting firm based in downtown Santa Barbara is seeking a full-time, experienced CPA to join the team! Our firm specializes in high-level tax planning and tax preparation for small businesses and individuals in various industries. Our clients include lawyers, doctors, consultants, models/social media influencers, real estate investors, architects, and other professionals. The ideal candidate will hold her or his CPA license and will have at least 5 years of direct experience with Lacerte and QuickBooks. He or she needs to be an effective communicator by email, over the phone, and in-person. The candidate will need to be organized, manage his or her time well, and should be able to work independently.
Responsibilities will include:
On-going tax planning, including preparing quarterly tax payments Identifying and recommending tax strategies that align with our clients' goals Working closely with clients to obtain relevant tax information Reviewing clients' financial statements and previous tax returns Preparing year-end adjusting journal entries/closing entries for business clients Preparing complex annual Federal and state tax returns (1040s, 1065s, 1120Ss, 1120s, and 1041s) Advising on other tax matters important to clients (retirement options, tax-saving opportunities, tax notice resolution, etc.) Salary is negotiable based on experience and expertise in the field.
Job Type:
Full-time Pay:
From $120,000.00 per year
Benefits:
401(k) Health insurance Paid time off Work from home
Work Location:
Hybrid remote in Santa Barbara, CA 93101