Tax Professional with Expertise in Financial Planning

6 days ago


San Rafael, California, United States Jobot Full time
Job Summary

We are seeking a highly skilled Tax Senior to join our team in San Rafael, CA. The ideal candidate will have 4+ years of professional experience and a strong background in tax principles.

About the Role

This is a flexible hybrid position offering a competitive compensation package, including a salary range of $90,000 - $110,000 per year.

Responsibilities
  • Prepare complex tax returns and ensure accuracy and compliance
  • Develop and implement effective tax strategies for clients
  • Collaborate with cross-functional teams to deliver high-quality results
Requirements
  • Bachelor's degree and CPA certification or equivalent
  • Strong technical skills and knowledge of tax laws and regulations
  • Excellent communication and analytical skills
Benefits

As a member of our team, you can expect:

  • A dynamic work environment with opportunities for growth and development
  • A comprehensive benefits package, including health insurance and retirement plan
  • Flexible hybrid work schedule with remote options


  • San Jose, California, United States Gpac Full time

    Job SummaryA reputable Public Accounting firm in the area is seeking a skilled Tax Senior to join their team. This stable and growing firm offers clients valuable knowledge and expertise in tax.About UsGpac, an award-winning search firm, specializes in placing quality professionals within multiple industries across the United States since 1990. We are...

  • Tax Professional

    7 days ago


    San Rafael, California, United States Jobot Full time

    Job SummaryAs a Tax Professional at Jobot, you will provide quality financial guidance to individuals and businesses in the San Francisco Bay Area and beyond. Your expertise will range from basic tax management to complex services such as audits and financial planning. You will prepare and review tax returns for individuals, partnerships, and corporations,...


  • San Rafael, California, United States Jobot Full time

    About the RoleThis Experienced Tax Professional position at Jobot offers an exciting opportunity to join a dynamic team of financial experts. As a Senior Financial Services Specialist, you will be responsible for providing high-quality financial guidance to individuals and businesses, including tax management, accounting, and financial planning. We offer a...

  • Lead Tax Professional

    4 weeks ago


    San Rafael, California, United States Elite Sourcing LLC Full time

    Job OverviewElite Sourcing LLC is proud to partner with a renowned full-service CPA firm in San Francisco, seeking an experienced Lead Tax Professional to spearhead tax review initiatives. This dynamic organization provides a comprehensive suite of traditional tax, accounting, assurance services, financial, risk, and transaction advisory services.Key...


  • San Marcos, California, United States Bright Sky Recruiting Full time

    Company OverviewWe are a newly established CPA firm dedicated to delivering high-quality tax, audit, and business advisory services. Our team values autonomy, initiative, and expertise, creating an environment where professionals can thrive.Position OverviewWe seek motivated, experienced CPAs or CPA candidates to join our firm at the Senior Associate through...


  • San Rafael, California, United States Jobot Full time

    About the OpportunityWe are seeking a highly skilled Financial Services Expert to join our team at Jobot. As a key member of our team, you will be responsible for providing personalized financial guidance to individuals and businesses in the San Francisco Bay Area and throughout the country. Your expertise will include tax planning strategies, financial...

  • Tax Expertise Lead

    6 days ago


    San Diego, California, United States Bancroft Staffing Partners Full time

    Tax Expertise Lead Job DescriptionAs a Tax Expertise Lead, you will play a key role in managing complex tax engagements, mentoring junior staff, and building lasting client relationships.Your responsibilities will include:Leading tax planning, compliance, and consulting projects.Diving into challenging tax research and regulatory matters.Mentoring junior...

  • Tax Professional

    4 weeks ago


    San Rafael, California, United States Jobot Full time

    Job Overview">The Tax Senior role is a senior-level position that involves preparing and reviewing Individual, Corporate, Partnership, Estate, and Trust tax returns. The ideal candidate will assist clients with tax and financial planning while performing complex tax research.">Responsibilities:">

  • Tax Professional

    2 weeks ago


    San Rafael, California, United States Jobot Full time

    At Jobot, we are seeking a highly skilled Tax Senior to join our team in San Rafael, CA. As a rockstar tax professional, you will have the opportunity to work with clients in a flexible hybrid environment.We offer a competitive salary of $90,000 - $110,000 per year, depending on experience. In addition to your base compensation, you can also expect benefits...

  • Tax Professional Lead

    3 weeks ago


    San Rafael, California, United States Flux Talent Full time

    Company OverviewAt Flux Talent, we're on a mission to deliver exceptional tax services to our clients. Our team of experts is dedicated to providing top-notch guidance and support to help individuals and businesses achieve their financial goals.


  • 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 Airwallex Full time

    Senior Tax ManagerAirwallex is seeking an experienced and proactive Senior Tax Manager to provide tax advice and supporting documentation, compliance, and reporting for existing businesses and new business initiatives. This role will be part of a team that works closely with business partners to understand business initiatives, prepare advice on the...


  • 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,...

  • Tax Professional

    2 weeks ago


    San Rafael, California, United States Jobot Full time

    Job Title: Senior Tax SpecialistThis is an exceptional opportunity to be part of a dynamic team at Jobot as a Senior Tax Specialist. The ideal candidate will have a solid background in technical tax preparation and thorough knowledge of tax principles.About Our Company:We take pride in our collaborative culture, where every team member feels valued and...


  • San Francisco, California, United States GPAC Full time

    Tax Senior Role OverviewGpac, a reputable search firm specializing in public accounting, is seeking a dedicated Tax Senior to join their team. This hybrid-to-remote opportunity offers flexibility, career growth, and attractive perks.Job ResponsibilitiesPrep and review of tax returns including 1040, 1041, Estates, 1120, 1120S, and 10654+ years of experience...

  • Tax Professional

    2 weeks ago


    San Rafael, California, United States Jobot Full time

    At Jobot, we're looking for a highly skilled Tax Senior to join our team in San Rafael, CA. As a rockstar in tax preparation, you'll work with clients and contribute to the company's growth.About UsWe value each other with care and respect, have an open-door policy, and believe in every member of our team working with clients. Our culture is evident from the...


  • 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 Rafael, California, United States Jobot Full time

    Job DescriptionWe are seeking a Tax Senior to join our team at Jobot in San Rafael, CA. As a key member of our team, you will be responsible for providing high-quality tax preparation services to our clients.The ideal candidate will have a strong background in tax principles and technical tax preparation skills. A Bachelor's degree and CPA certification are...


  • San Rafael, California, United States Jobot Full time

    We are seeking a highly skilled Tax Senior to join our team in San Rafael, CA. This is a unique opportunity to work with some of the nation's best clients while enjoying a flexible hybrid work schedule.About the Role:This Tax Senior position offers a competitive compensation package, including an estimated salary range of $90,000 - $110,000 per year,...


  • San Francisco, California, United States Jobot Full time

    Corporate Tax Professional: A New Challenge AwaitsWe're a forward-thinking boutique consulting firm, dedicated to delivering innovative tax advisory solutions to our clients. As a corporate tax professional, you'll play a vital role in shaping our Indirect Tax practice and working on exciting projects with Fortune 50 and above companies.In this role, you'll...