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Tax Expert
1 month ago
We have an exciting opportunity for a Tax Expert in Woodland Hills, CA. We are seeking candidates who are currently Partners and Senior Managers or Directors looking to transition into a Partnership role. Our firm differs from others as we do not prioritize sales and practice development skills. Instead, you will inherit a substantial book of business. Additionally, we offer a balanced work-life with a standard 36-hour, four-day work week.If you have over 10 years of experience as a tax professional, especially in real estate limited partnerships, C and S corps, fiduciary, and high net worth individual tax, then this is a great opportunity for you. A CPA is required for this role, with excellent staff management and training skills. Having a JD or Master’s degree in tax is advantageous. Familiarity with BNA and Lacerte tax preparation software is preferred. We value candidates who are interested in entrepreneurship and collaborative support for fellow entrepreneurs. Ideally, candidates will have experience in a high-quality local CPA firm, Big-4, or national CPA firm. The base salary potential for this role ranges from $200K to $300K, and possibly higherResponsibilities:– Demonstrate exceptional technical competency in taxation, particularly in individual, real estate partnership, corporate, and fiduciary tax areas.– Exhibit proficiency in California and multi-state tax rules, as well as Lacerte and BNA Tax Projection software.– Review tax returns prepared by staff and occasionally prepare complex returns.– While not mandatory, the ability to generate and nurture new business is valued.Requirements:– Possess strong multitasking abilities and excellent writing skills.– Show demonstrated leadership in training and mentoring staff.– Engage in effective interaction with existing and potential clients.– Be personable, resourceful, accurate, and efficient.– Have strong interpersonal communication skills.Benefits:– Comprehensive medical coverage with 100% premium coverage for employees.– Group life insurance and disability benefits.– Nonmatching 401K and employer contribution to profit-sharing plan.– Generous PTO, firm closures on holidays and specific days.– License renewal fees and professional dues are covered by the firm.– Continuing education reimbursement.We offer a unique work schedule in which Fridays are off outside of tax season. This means you will work nine hours daily from Monday to Thursday, except during peak tax periods. Join us and enjoy a three-day weekend throughout the year