Financial Planning Manager

3 weeks ago


Richmond, California, United States Valderas Financial Solutions LLC Full time
About UsValderas Financial Solutions LLC is a small local accounting firm that has great clients with a great client base and a team that truly enjoys what they do. Our company was formed to provide exceptional service to clients while focusing on a realistic work-life balance.

We serve primarily closely held businesses and sophisticated tax individuals.

Job OverviewAs a Tax Manager at Valderas Financial Solutions LLC, you will be responsible for preparing and reviewing complex tax returns, overseeing workflow, and preparing tax projections as well as planning for clients. You will maintain the highest standard of ethics and build relationships with our clients, becoming a trusted resource for them.Responsibilities
  • Prepare and review complex tax returns
  • Oversee workflow and prepare tax projections
  • Plan for clients to ensure their tax needs are met
  • Maintain the highest standard of ethics
  • Build strong relationships with clients
Requirements
  • Bachelor's degree in Accounting or related field
  • 5+ years of experience in tax preparation and planning
  • Proficiency in Wolters Kluwer products
  • Excellent communication and organizational skills
Benefits
  • Competitive salary range: $80,000 - $110,000 per year
  • Opportunity to work with a dynamic team
  • Professional development opportunities
Work EnvironmentOur team works on average 40 hours per week YEAR ROUND.

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