Senior Tax Consultant

2 weeks ago


Long Beach, California, United States Genwealth Inc Full time

Tax Analyst (CPA or EA)


Genwealth Inc is in search of a dedicated and experienced Tax Analyst (CPA or EA) who excels in navigating the complexities of tax services.


Your extensive background in Public Accounting and Tax Preparation, combined with strong interpersonal and organizational abilities, positions you as an exceptional candidate.

If you are prepared to excel in a dynamic tax environment and have a history of achieving results while enhancing tax preparation and planning methodologies, this opportunity is for you.


Key Responsibilities

  • Overseeing the comprehensive review and preparation of both business and individual tax returns for small business clientele, from initial consultations to final filing
  • Facilitating effective client communication and fostering relationships
  • Managing the tax database to ensure accurate and efficient updates
  • Inputting precise tax data into our accounting systems
  • Implementing and integrating strategies for tax reduction
  • Preparing and/or reviewing financial statements

Required Qualifications

  • A minimum of 3 years of direct experience in Tax Preparation
  • Proven experience as a Tax Professional or Bookkeeper
  • Solid understanding of tax regulations for individuals and small enterprises

Essential Credentials:
Licensed tax preparer, EA, or CPA

  • Expertise in accounting and bookkeeping practices
  • Familiarity with QuickBooks accounting software
  • High level of computer proficiency, outstanding numerical aptitude, and meticulous attention to detail

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