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Geometric Wealth Advisors Tax Professional

1 month ago

Newport Beach, California, United States COPE Staffing Full time
Job Description:

We are seeking a highly skilled Tax Senior Associate to join our Tax team at Geometric. As a Tax Senior Associate, you will work closely with our Tax team and Wealth Advisors to provide comprehensive tax services to our clients. Your primary responsibilities will include preparing and reviewing federal and state tax returns, assessing the need for quarterly estimated tax payments, and assisting clients with tax letters, notices, and audits.

Tax Planning and Consulting:

You will collaborate with our Tax Advisors to produce and review tax projections and tax planning for a subset of our clients. This will involve performing and reviewing wage and withholding analyses to help clients achieve their preferred level of tax withholding. You will also provide year-round assistance in consulting on tax matters and researching relevant topics as needed.

Responsibilities:
  • Prepare and review federal and state tax returns for our clients.
  • Assess the need for quarterly estimated tax payments and ensure that all necessary payments are made.
  • Assist clients with tax letters, notices, and audits.
  • Collaborate with Tax Advisors to produce and review tax projections and tax planning for a subset of our clients.
  • Perform and review wage and withholding analyses to help clients achieve their preferred level of tax withholding.
  • Provide year-round assistance in consulting on tax matters and researching relevant topics as needed.
Requirements:
  • Bachelor's degree in Accounting or a related field.
  • Active CPA license or EA credential strongly preferred.
  • 1-4 years of relevant work experience in tax services, particularly tax return preparation and compliance.
  • Clear and confident communication, both in writing and orally.
  • Experience in and comfort with tax topics relevant to Geometric's niche client audience.
  • A planning mindset, with the ability to view tax planning in the broader context of a client's financial goals.
  • Knowledge of the basics of estate planning or willingness and aptitude to learn.
  • Exceptional organizational skills.
  • Airtight reliability, with a commitment to doing what you say you will do, when you say you will do it.
  • Aptitude for and comfort with technology, including the ability to effectively use existing technology and think strategically about how new technology could be used to improve our internal processes.
Benefits:
  • Flexible work schedule, with the ability to work from anywhere within the continental U.S.
  • Health insurance, with Geometric paying for at least 2/3 of the premiums.
  • 401(k) plan, with a 5% company match and immediate vesting.
  • Family leave, with paid parental leave (either 12 weeks full-time or 8 weeks full-time + 8 weeks half-time) after welcoming biological or adopted children.
  • Professional development sponsorship, with an annual stipend to pursue relevant professional development opportunities.
  • Portfolio management, with the option to have Geometric manage your investment portfolio (and that of your immediate family) at no charge.
  • Tech/home office needs, with a stipend for furnishings or other items needed to make your home office comfortable and productive.
  • Wellness Wednesdays, with a portion of every Wednesday afternoon dedicated to outdoor activities and self-care.
Culture:

Our firm is small, friendly, and informal, with a strong emphasis on our four core values: Excellence, Overcommunication, Continuous Improvement, and Support and Balance. We strive to provide an inclusive environment for all employees and clients, regardless of their background or identity.

Application Note:

Please include a cover letter with your application, explaining your interest in this position and why the niche clientele that Geometric serves appeals to you. We look forward to reviewing your application and discussing this opportunity further.