A client rings in July. Nothing's due. His daughter's buying a house and he wants to know what happens if he helps with the deposit, and he's ringing you because you've done his return for 9 years and he doesn't want to explain his life to someone new. That's the job at this Petaluma practice. Tax Manager, $132k to $168k, in the office, and the clients are the kind that stay: individuals, their businesses and their trusts, most of them on the books for years. Prep and review across all of it, on Lacerte, with the partner in the next room rather than on a quarterly call.

The unusual part:

full time or part time, your choice, and they'll flex your hours, and once the season's over, your days. What's not on the table is working from home. It's a small team in Petaluma, and you'd be in it.

Busy season hours:

no number yet, and that's the first thing to ask. Why this firm $132k to $168k, full time or part time Hours that flex, and days that flex once tax season is done Health insurance, and a retirement plan with a match Direct access to the partner, and a client base that's been there for years The catch: in the office, and a small firm, so no bench when someone's off What you'll be doing Prep and review for individuals, partnerships, corporations and whatever else walks in Planning with the clients who ring you in July Keeping the deadlines list, and fixing the processes that keep nearly missing them Trusts and estates if you've got them; a plus rather than a must What you'll have CPA or EA 5 or more years in tax

Lacerte Next Steps:

Here's the bit worth remembering: you don't need to be actively looking to have a conversation. Maybe there's something better out there for you. Maybe there isn't. Worst case, we have a confidential chat and you decide staying put is the right move. That's a perfectly good outcome too. If you'd rather talk than apply, call me on 916 713 5173. I know deadlines, extensions and the small matter of actually billing your hours don't always leave much room in your day. So I'm around early mornings (from 5am) and at weekends too. And if speaking to a recruiter isn't normally high on your list of enjoyable activities, I understand. I'm Dale Cawley at Distinct North America.

CALCPA Pay:

$132,000.00 - $168,000.00 per year

Benefits:

Flexible schedule Health insurance

Work Location:

In person