Financial Planning Expert

3 days ago


San Diego, California, United States PARAGON ACCOUNTANTS Full time
Job Summary

We are seeking a highly skilled and experienced Senior Tax Manager to join our team at Paragon Accountants. As a Senior Tax Manager, you will be responsible for leading our tax preparation and compliance efforts, including preparing individual, partnership, corporate, and trust tax returns, as well as performing an in-depth analysis of taxable income to ensure accuracy and compliance with all applicable laws and regulations.

You will also be responsible for audit representation, including correspondence and face-to-face interactions with clients. Additionally, you will assist with the preparation of quarterly tax estimates and year-end extension estimates to ensure timely filings. Your strong research skills and ability to communicate complex tax issues to clients will be essential in this role.

In addition to your tax responsibilities, you will also be involved in our month-end cycle, preparing journal entries to record financial transaction activities and performing monthly balance sheet reconciliations and roll-forward schedules. You will also support budget and forecasting activities for a wide range of clientele.

We are seeking a highly skilled and experienced professional with a Bachelor's degree in Accounting and/or Finance, preferably with a CPA or EA certification. Your proficiency in Lacerte Tax and QuickBooks is also a must. If you have a passion for tax law and enjoy working with clients to resolve complex financial issues, we encourage you to apply for this exciting opportunity.

Estimated Salary: $80,000 - $90,000 per annum

We offer a comprehensive benefits package, including 401(k) matching, health insurance, paid time off, and life insurance. If you are looking for a challenging and rewarding career with a dynamic company, please submit your application today.



  • San Diego, California, United States Priority Financial Group Full time

    About the RoleWe are seeking a skilled Financial Planning Specialist to join our team at Priority Financial Group. As a key member of our financial services team, you will be responsible for providing expert advice and guidance to clients on a range of financial matters.This is an exciting opportunity to work with a dynamic and forward-thinking organization,...


  • San Diego, California, United States LPL Financial Full time

    Job SummaryWe are seeking an experienced Strategic Planning Expert to join our team. The ideal candidate will have a strong background in finance and strategy, with excellent communication skills.About the RoleThe Vice President, Strategic Planning & Investments is a highly visible role that includes frequent interaction with firm leadership. You will...


  • San Diego, California, United States LPL Financial Full time

    We are seeking a skilled Financial Planning Strategist to join our team at LPL Financial. This is an exciting opportunity for someone who thrives in a fast-paced environment and has experience building financial models.Job Overview:The Strategic Planning & Investments team within FP&A leads the firm Investment Committee and serves as the connection point...


  • San Francisco, California, United States Crusoe Full time

    About This OpportunityWe are seeking a skilled Financial Planning Expert to join our Finance team at Crusoe. As a key member of our corporate finance group, you will play a vital role in supporting the Senior Finance Manager and driving critical finance initiatives across the organization.In this highly visible role, you will be responsible for analyzing...


  • San Francisco, California, United States OBXtek Full time

    About OBXtekOBXtek is a leading provider of innovative technology solutions to the US Federal Government. With a strong presence in the industry, we offer cutting-edge solutions that meet the evolving needs of our customers.Job SummaryWe are seeking an experienced Financial Planning Expert to join our team. This role will be based within the USAF Office of...


  • San Diego, California, United States Independent Financial Group , LLC Full time

    Home Office Regional ConsultantIndependent Financial Group, LLC (IFG) is a pioneering privately held independent broker-dealer based in San Diego, California. Founded in 2003, IFG offers an array of business solutions supporting over 655 total registered representatives across 410 offices nationwide.As a prominent player in the financial industry, IFG has...


  • San Diego, California, United States ANSOL, Inc. Full time

    Job SummaryANSOL, Inc. is looking for a skilled Program Analyst/Installation Support Analyst to provide consulting services to DoD customers. As a small business, we specialize in systems engineering and integration, program and financial management, cybersecurity, and tailored software solutions.The ideal candidate will have a strong understanding of...


  • San Diego, California, United States CCS INC Full time

    Expert Financial Planner Role at CCS INCWe are seeking an experienced Expert Financial Planner to join our finance team at CCS INC. As a critical member of our organization, you will be responsible for providing expert guidance on financial planning, analysis, and system implementation. Your expertise will help drive business growth, improve financial...


  • San Francisco, California, United States StockX Full time

    Role OverviewWe are seeking a highly skilled Financial Planning and Analysis (FP&A) expert to join our Finance team at StockX. This role will play a crucial part in driving business decisions and strategic initiatives in a fast-paced environment.


  • San Francisco, California, United States OneMain Financial Full time

    About OneMain FinancialOneMain Financial is a leading provider of personal loans, credit cards, and other financial products to nonprime customers. With a history dating back to 1912, we have a strong commitment to improving the financial well-being of hardworking Americans.


  • San Diego, California, United States Booz Allen Hamilton Full time

    About the RoleWe are seeking a program financial management expert to join our team and contribute to the success of our clients.As a key member of our financial management team, you will be responsible for providing expert-level support on financial analysis, planning, and execution.Your experience in business financial management within a DoD or Navy...


  • San Diego, California, United States Disability Solutions Full time

    About the Position: As a Financial Solutions Expert, you will be responsible for providing expert advice and guidance to clients on financial matters. This includes analyzing financial and cash flow statements to assess and analyze financial conditions of companies and industry trends. You will work closely with product specialists to design and deliver...


  • San Juan Capistrano, California, United States Creative Financial Staffing Full time

    Financial Planning and Analysis (FP&A) plays a crucial role in driving business growth and decision-making. As the Senior FP&A Manager at Creative Financial Staffing, you will be responsible for providing strategic financial insights and projections to support our finance team.The ideal candidate will have over seven years of experience in finance or...


  • San Diego, California, United States BASILE INC Full time

    About the RoleWe are searching for a highly skilled Estimation and Planning Expert to join our team at Basile Studio. As an Estimation and Planning Expert, you will play a critical role in ensuring that our fabrication projects are delivered on time and within budget.You will analyze project specifications, estimate costs, and identify opportunities for cost...


  • San Diego, California, United States Movemedical Full time

    Join Our TeamMovemedical is a dynamic and growing startup that values teamwork and collaboration. As our new Financial Management Expert, you will play a critical role in shaping the future of our company.You will be responsible for managing the entire accounting cycle, maintaining accurate financial records, and ensuring compliance with regulatory...


  • San Diego, California, United States PNC Financial Services Group Full time

    About PNCPNC Financial Services Group is a leading provider of financial services, committed to delivering exceptional customer experiences and driving business growth. Our team members are the backbone of our organization, and we strive to create an inclusive and accessible work environment that fosters innovation and success.


  • San Francisco, California, United States TalentLink Solutions Full time

    OverviewTalentLink Solutions is a fee-only RIA with a $200M+ financial planning practice in the San Francisco Financial District.Job SummaryWe are seeking an experienced Investment Analyst or Associate Advisor to join our team. As an early-stage role, you will have opportunities to learn and grow alongside our firm's continued expansion. You will work...


  • San Diego, California, United States Inficare Full time

    **About the Role:**We are seeking a Technical Planning Expert to join our team at Inficare. As a Technical Planning Expert, you will be responsible for performing technical planning, system integration, verification, and validation of complex systems.**Responsibilities:**Perform technical planning, system integration, verification, and validation of complex...


  • San Diego, California, United States Disability Solutions Full time

    As a Personal Financial Strategy Expert at Disability Solutions, you will work closely with clients to develop comprehensive financial plans that cater to their unique needs. Your primary responsibility will be to conduct in-depth consultations to review financial and investment goals, create personalized financial strategies, and recommend suitable...


  • San Diego, California, United States RICK ENGINEERING COMPANY Full time

    About the PositionWe are looking for a talented Site Planning Expert to join our team in San Diego, CA. As an Associate Engineering Designer, you will have the opportunity to work on exciting projects and develop your skills in civil engineering design.Responsibilities:Develop site plans and subdivision designsEvaluate project feasibility and identify...