Senior Tax Advisor

3 weeks ago


El Cerrito, California, United States Wealth Enhancement Group Full time
Wealth Enhancement Group is seeking a highly skilled Sr. Tax Advisor to join our team. As a key member of our Advisor Team, you will be responsible for providing exceptional tax preparation, planning, and strategy services to our clients. Your primary focus will be on individual, partnership, S-Corp, C Corp, Trust, and gift tax returns. You will also be responsible for responding to client-initiated tax questions, reviewing and responding to tax notices, and working with federal and state auditors. In addition, you will proactively identify tax planning opportunities and develop integrated, comprehensive financial plans for our clients. If you have a passion for tax planning and a strong desire to deliver exceptional client service, we encourage you to apply for this exciting opportunity.

Key Responsibilities:

  • Provide exceptional tax preparation, planning, and strategy services to clients.
  • Prepare individual, partnership, S-Corp, C Corp, Trust, and gift tax returns.
  • Respond to client-initiated tax questions and provide guidance on tax-related matters.
  • Review and respond to tax notices and work with federal and state auditors.
  • Proactively identify tax planning opportunities and develop integrated, comprehensive financial plans for clients.


Requirements:

  • CPA certification.
  • 2-4 years of experience in a CPA firm.
  • Excellent oral and written communication skills.
  • Proficiency in Microsoft Office, including Outlook, Excel, Word, and PowerPoint.
  • Demonstrated industry and product knowledge.
  • Ability to build and maintain effective relationships with clients.


Benefits:

Our comprehensive benefits package includes training and professional development opportunities, medical and dental coverage, 401k with match and profit sharing, health care spending and savings accounts, dependent care spending account, vision coverage, wellness programs and resources, life insurance, short-term and long-term disability, paid time off, 10 paid holidays per year, paid parental leave, and tuition reimbursement.
  • Senior Tax Advisor

    4 weeks ago


    El Cerrito, California, United States Wealth Enhancement Group Full time

    Job SummaryWe are seeking a highly skilled Senior Tax Advisor to join our team at Wealth Enhancement Group. As a key member of our Advisor Team, you will be responsible for providing exceptional tax planning and preparation services to our clients.Your primary focus will be on individual, partnership, S-Corp, C Corp, Trust, and gift tax returns. You will...


  • El Cerrito, California, United States Wealth Enhancement Group Full time

    Wealth Enhancement Group is seeking a highly skilled CORPORATE AND REGULATORY TAX SPECIALIST to join our team of financial experts. This role is a key part of our Advisor Team, responsible for providing top-tier client satisfaction and retention, as well as business growth.Key Responsibilities:Prepare and prepare for client meetings, presenting financial...

  • Tax Senior Manager

    4 weeks ago


    El Segundo, California, United States Moss Adams LLP Full time

    Tax Senior Manager - PartnershipsMoss Adams is a values-driven firm that champions authenticity. As a Tax Senior Manager - Partnerships, you will work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm's size, middle-market clients, customized career paths, and supportive culture make this a...


  • El Segundo, California, United States Irvine Technology Corporation Full time

    Job SummaryWe are seeking a highly skilled Senior Indirect Tax Manager to join our team at Irvine Technology Corporation. As a key member of our global tax and finance teams, you will play a critical role in driving efficiency and ensuring accurate and timely tax compliance.The ideal candidate will have a strong background in tax accounting and/or indirect...

  • Senior Tax Accountant

    4 weeks ago


    El Dorado Hills, California, United States Blue Shield of CA Full time

    Your RoleWe are seeking a highly skilled Tax Senior to join our team at Blue Shield of CA.This position will report to the Tax Director and will be responsible for assisting in the preparation of annual information reporting filing (forms 1099 and 1095), financial statement tax provision, tax projections, tax footnote, and tax compliance workbooks.The ideal...


  • El Segundo, California, United States Fabletics Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Manager, Indirect Tax to join our team. As a key member of our global tax and finance teams, you will play a critical role in driving efficiency and ensuring accurate and timely tax compliance.Key ResponsibilitiesManage the preparation, review, and filing of US indirect tax returns,...

  • Tax Professional

    4 weeks ago


    El Cajon, California, United States Gpac Full time

    Job OpportunityGpac is a reputable search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused, and realize that our value is in our ability to deliver the right solutions at the right time. Job SummaryWe are seeking a highly motivated and experienced...


  • El Segundo, California, United States gpac Full time

    Job Title: Senior Accounting ManagerJob Summary:We are seeking a highly skilled and experienced Senior Accounting Manager to join our dynamic finance team at GPAC. This role requires a proven leader with 15-20 years of experience in finance, a bachelor's degree, and a CPA certification. The Senior Accounting Manager will oversee a team of accounting...


  • El Segundo, California, United States Wells Fargo Full time

    At Wells Fargo, we are seeking a talented professional to support and grow our Middle Market portfolio. As a Senior Lead Commercial Relationship Manager, you will develop, retain, and grow complex client relationships through the art of relationship management.About this role:The Middle Markets team serves a variety of companies within the industry,...


  • El Segundo, California, United States Cetera Financial Group Full time

    Cetera Financial Group Seeks Experienced Litigation AttorneyCetera Financial Group, a leading provider of financial services, is seeking a highly skilled Litigation Attorney to join its corporate office in Los Angeles, CA. This is a unique opportunity to support Cetera's dynamic network of broker-dealers, registered investment advisers, and affiliated...

  • Tax Manager

    4 weeks ago


    El Segundo, California, United States Moss Adams LLP Full time

    Empowering Tax Professionals in Real EstateMoss Adams LLP is a leading accounting and consulting firm that champions authenticity and fosters a culture of talented individuals who care. As a Tax Manager - Real Estate, you will play a crucial role in delivering quality tax solutions to public and privately owned middle-market companies, not-for-profit...


  • El Segundo, California, United States Playfly LLC Full time

    Job DescriptionPlayfly LLC is seeking a highly skilled Senior Manager of Financial Planning and Analysis to join its team. This role will be responsible for overseeing and driving the financial planning, analysis, and reporting functions across the organization.Key Responsibilities:Lead the day-to-day operations of the FP&A team, ensuring seamless execution...

  • Tax Director

    4 weeks ago


    El Segundo, California, United States Moss Adams LLP Full time

    About the RoleMoss Adams LLP is seeking a highly skilled Tax Director to join our team in Orange County, CA. As a Tax Director, you will be responsible for providing guidance and review of partnership tax matters in accordance with firm quality control policies.Key ResponsibilitiesProvide guidance and review of partnership tax matters in accordance with firm...


  • El Segundo, California, United States Notified Full time

    Job Title: Senior Account ExecutiveNotified is seeking a highly motivated and experienced Senior Account Executive to join our New Logo sales team. As a key member of our team, you will be responsible for penetrating new logo accounts and closing higher profile prospects.Key Responsibilities:Build and manage a pipeline of self-generated new logo...


  • El Cajon, California, United States Jobot Full time

    Senior Accountant OpportunityWe are seeking a highly skilled Senior Accountant to join our team at Jobot. As a key member of our accounting department, you will be responsible for managing all aspects of accounting operations, including financial management, forecasting, reconciliations, and tax compliance.Key Responsibilities:Manage the general ledger,...


  • El Cajon, California, United States Jobot Full time

    Job Title: Senior Financial ManagerWe are seeking a highly skilled Senior Financial Manager to join our team in the manufacturing industry. The ideal candidate will be responsible for managing all aspects of accounting operations, from financial management and forecasting to reconciliations and tax compliance.Key Responsibilities:Oversee and manage the...


  • El Cajon, California, United States Jobot Full time

    Senior Accountant Job DescriptionWe are seeking a highly skilled and experienced Senior Accountant to join our team at Jobot. As a key member of our finance department, you will be responsible for managing all aspects of accounting operations, including financial management, forecasting, reconciliations, and tax compliance.Key Responsibilities:Oversee and...


  • El Segundo, California, United States KBR Full time

    Job Summary:KBR is seeking a highly skilled and experienced professional to fill the role of Senior Space Program Manager. This position will be responsible for leading a team of experts in the Space Directorate and ensuring the successful execution of space-related programs.Key Responsibilities:Lead a team of experts in the Space DirectorateDevelop and...


  • El Segundo, California, United States Mattel Full time

    The OpportunityWe are seeking a highly skilled Senior Consumer Insights Analyst to join our Global Consumer Insights team at Mattel. As a key member of our team, you will be responsible for conducting qualitative and quantitative research projects to inform business decisions and drive growth.Key Responsibilities:Act as a liaison between the Consumer...


  • El Segundo, California, United States Apollo Inc Full time

    Position OverviewYour responsibilities will include:Partnering with junior and senior level professionals on a range of projects across the team, you will perform company and industry due diligence, including risk assessment and quantitative & qualitative analysis of business and market trends. This will involve monitoring existing portfolio companies,...