Senior Tax Analyst CPA EA Accounting Degree Pref

1 month ago


Long Beach, United States GENWEALTH 360 INC Full time
Job DescriptionJob DescriptionAre you a highly skilled tax professional with a passion for strategic financial solutions and a keen eye for detail? If you're ready to be part of a dynamic team making a meaningful impact in the lives of high-earning professionals, this is your opportunity.

Company Overview:

At Genwealth 360, we redefine financial planning by integrating tax planning as the cornerstone of our holistic approach. Catering to a clientele of physicians and dentists we pride ourselves on delivering innovative, forward-thinking strategies that go beyond mere compliance. Join us in our mission to empower our clients with knowledge and unparalleled financial solutions.

Position Overview:

As a Strategic Tax Analyst at Genwealth 360, you will be more than a tax expert; you'll be a financial innovator. In this role, you will analyze tax data, identify tax-saving opportunities, prepare tax returns for our high networth medical professionals and practice owners, and ensure compliance, all while contributing to comprehensive financial strategies that optimize our clients' overall fiscal health.

Key Responsibilities:

  • Conduct in-depth tax research and analysis, ensuring alignment with federal, state, and local laws.
  • Prepare and review complex tax returns for high-net-worth individuals and corporate entities.
  • Proactively identify and recommend tax-saving strategies.
  • Collaborate with financial planners to integrate tax strategies into broader financial plans.
  • Stay abreast of tax law changes, translating them into actionable strategies.
  • Educate and advise clients, enhancing their understanding and engagement.
Qualifications:

  • Bachelor's degree in Accounting, Finance, or related field (Master's In Accounting, Enrolled Agent, CPA preferred).
  • 3-5 years of experience in tax analysis/ tax preparation, with a focus on high-net-worth individuals, complex tax planning, and strategic financial management.
  • Profound knowledge of tax laws and regulations.
  • Proficiency in Pro Series and Microsoft Excel.
  • Exceptional analytical, problem-solving, and organizational skills.
  • Ability to thrive in a collaborative environment and meet tight deadlines.
Benefits:

  • Competitive salary of $105,000 per year.
  • A comprehensive benefits package, including healthcare, dental, and retirement plans.
  • Unique professional development opportunities, including on-going training and mentorship.
  • A collaborative, supportive, and innovative work culture.
  • Pathways for career growth and advancement in a pioneering financial firm.
How to Apply:

Are you ready to join a team where your expertise not only ensures compliance but drives financial innovation? If you're a dedicated tax professional eager to make a significant impact, we want to hear from you. Please submit your resume and a cover letter detailing your qualifications and your vision for the role to admin@genwealth360.com 

Embark on a career that transcends the ordinary. Apply today and become a pivotal part of our trailblazing team at Genwealth 360 Inc.
  • Tax Expert

    3 weeks ago


    East Long Beach, United States Intuit Full time

    Tax Expert - CPA or EA - Work from HomeinLong Beach, California Long Beach, California, 90833 1456717334 uvYHqElX2VJn4L1jJwUFU5o/JY0 Overview At Intuit we believe everyone should have the opportunity to prosper, which is why our mission is Powering Prosperity Around the World. Being a mission-driven company includes living our values everyday and nothing is...


  • Long Beach, California, United States GENWEALTH 360 INC Full time

    We are seeking a highly skilled Tax Financial Strategist to join our team at Genwealth 360 Inc. In this role, you will be responsible for analyzing tax data, identifying tax-saving opportunities, and preparing complex tax returns for high-net-worth individuals and corporate entities.About the RoleThis is an exciting opportunity for a dedicated tax...

  • Tax Senior

    4 weeks ago


    deerfield beach, United States CyberCoders Full time

    We are looking for an experienced Tax Professional to join our team. This position is responsible for providing tax services to a variety of clients. As a Tax Senior, you will prepare complex tax returns, research tax issues, advise clients on tax strategies, and review the work of other tax team members.Key ResponsibilitiesPrepare individual, corporate,...

  • Tax Senior

    1 month ago


    Deerfield Beach, United States CyberCoders Full time

    We are looking for an experienced Tax Professional to join our team. This position is responsible for providing tax services to a variety of clients. As a Tax Senior, you will prepare complex tax returns, research tax issues, advise clients on tax strategies, and review the work of other tax team members.Key ResponsibilitiesPrepare individual, corporate,...


  • Long Beach, California, United States Jesse F Moreno CPA PC Full time

    Job OverviewWe are seeking a skilled Senior Financial Analyst to join our team at Jesse F Moreno CPA PC.This role involves preparing and analyzing financial records, ensuring accurate reporting and compliance with standard requirements.

  • Tax Expert

    3 weeks ago


    Newport Beach, United States Intuit Full time

    Tax Expert - CPA or EA - Work from HomeinIrvine, California Irvine, California, 92612 1456718969 7Cs6S/iCiDDUyXL38ZJmdFdvL6I Overview At Intuit we believe everyone should have the opportunity to prosper, which is why our mission is Powering Prosperity Around the World. Being a mission-driven company includes living our values everyday and nothing is more...


  • Long Beach, California, United States Jesse F Moreno CPA PC Full time

    Job OverviewWe are seeking a highly skilled Senior Financial Analyst to join our team at Jesse F Moreno CPA PC. This individual will be responsible for preparing and analyzing financial records, ensuring the accuracy and integrity of our company's financial statements.Key Responsibilities:Financial Record AnalysisTax Planning and PreparationBudgeting and...

  • Senior Accountant

    6 months ago


    West Palm Beach, United States CDL Full time

    Description "> Caler, Donten, Levine, Cohen, Porter, & Veil, P.A. is reputable public accounting Firm that is growing! We are a local large Firm that offers our clients tax, audit, family office, and business valuation & litigation services. We are located in scenic downtown West Palm Beach, FL. CDL is seeking a Senior Accountant to join our Tax...

  • Tax Senior

    4 weeks ago


    deerfield beach, United States CyberCoders Full time

    We are looking for a Tax Senior to join our team of experienced tax professionals. This position will be responsible for preparing and reviewing tax returns for individual, partnership, and corporate clients. The ideal candidate for this role would be a CPA with extensive knowledge of tax preparation and accounting practices, including Ultra Tax, Pro...

  • Tax Senior

    1 month ago


    Deerfield Beach, United States CyberCoders Full time

    We are looking for a Tax Senior to join our team of experienced tax professionals. This position will be responsible for preparing and reviewing tax returns for individual, partnership, and corporate clients. The ideal candidate for this role would be a CPA with extensive knowledge of tax preparation and accounting practices, including Ultra Tax, Pro...

  • Tax Senior

    3 weeks ago


    Deerfield Beach, FL, United States CyberCoders Full time

    We are looking for a Tax Senior to join our team of experienced tax professionals. This position will be responsible for preparing and reviewing tax returns for individual, partnership, and corporate clients. The ideal candidate for this role would be a CPA with extensive knowledge of tax preparation and accounting practices, including Ultra Tax, Pro...

  • Tax Senior Manager

    4 weeks ago


    Long Beach, United States Greater Irvine Chamber Full time

    Tax Senior ManagerFull TimeSenior Management Long Beach, CASalary Range: $146,000.00 To $200,000.00 AnnuallyBoos & Associates is growing, we were recently named one of the Fastest Growing Accounting Firms and Businesses in the Fresno area by the Fresno Business Journal. That growth has led us to expand to different markets and we are in need of a Senior Tax...


  • Virginia Beach, United States CPA firm Full time

    Job DescriptionJob DescriptionDO YOU WANT A GOOD WORK LIFE BALANCE? Immediate opening for an experienced CPA who wants challenging audit work with a flexible schedule. This is a remote position. The position will involve client contact so good communication skills are a must. We are a local CPA firm with offices in Newport News and Virginia Beach. Experience...

  • Senior Tax Accountant

    10 hours ago


    Long Beach, CA, United States Sterling Freeman Full time

    Senior Tax Accountant – Long Beach CPA Firm "Relationships, innovation, teamwork and passion drive us. You'll have truly incredible growth opportunities as a result - in a progressive, creative, fun, family-feel environment. We have an extraordinary mix of clients in all the major industries in the area. Working here isn't about keeping your head chained...


  • Huntington Beach, California, United States Tax Resolution Group Full time

    Job OverviewWe are seeking a highly motivated and detail-oriented Tax Resolution Specialist to join our team at Tax Resolution Group LLC. As a key member of our accounting firm, you will be responsible for preparing individual and business tax returns, ensuring accuracy and compliance with federal, state, and local tax laws.This is an in-office position, and...

  • Tax Senior Manager

    11 hours ago


    Long Beach, CA, United States Haystack Consultants Full time

    As a Tax Senior Manager you'll play a crucial role within this regional CPA firm. The firm is expanding into Long Beach and this is an opportunity to take a leadership position within their newest location. The Tax Senior Manager is responsible for leading and managing client tax implications, internal tax staff, and tax compliance and strategy. The Tax...


  • Long Beach, California, United States Genwealth Inc Full time

    At GenWealth, Inc., we're seeking a seasoned Tax Strategist Specialist to lead our tax preparation team. This role requires expertise in conducting end-to-end review and preparation of business and personal tax returns for high-income-earning individuals.About the Role:We're looking for a highly skilled Tax Professional with a minimum 3 years of experience...

  • Tax Consultant

    2 days ago


    Newport Beach, United States Jobot Full time

    Senior Tax Accountant Opportunity with Remote WorkWe are seeking a highly skilled and experienced Senior Tax Accountant to join our team as a Partnership Tax Expert. This is a unique opportunity to leverage your expertise in partnership taxation and take on a leadership role in shaping the tax department of a growing firm.About the FirmWe have partnered with...


  • hallandale beach, United States Creative Financial Staffing Full time

    Senior Tax Accountant Join a well-established organization operating in technology, real estate development, and entertainment, offering a supportive work environment and excellent benefits. Why You'll Love This Role: Stability with a company active in multiple dynamic industries. Supportive and friendly management team. Comprehensive benefits package,...

  • Tax Accountant

    2 days ago


    Newport Beach, United States Jobot Full time

    Job DescriptionJob Description100% Remote + Extremely Competitive Compensation! Send resumes to https://jobot.com/apply/tax-accountant-partnerships/836578961?utm_source=ZipRecruiterThis Jobot Job is hosted by: Zach AllisonAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $100,000 - $140,000 per yearA bit about...