Seeking a CPA with personal and partnership tax experience. About 45 returns for complex HNW households – 1040; 1065; 1041. Approximately 250 hours January – May.
Another 200-300 hours the rest of the year (quarterly estimates and bookkeeping). Optional – general support work for independent financial advisor. We have need for a sharp, fast-learning person that could grow into an investment advisor support role. Portfolio reporting and rebalancing; financial budgeting and planning.
Experienced tax accountant, with 5 years or more experience. Ideal candidate will have been preparing individual or small business tax returns, and performing other detailed accounting and bookkeeping work year-round. Familiarity with brokerage accounts and investments is a plus, but not a requirement.
We are a registered financial advisor firm serving as a “family CFO.” We handle investments, tax prep and planning and general financial management and advice.
This role is to serve as lead on tax prep, quarterly estimates and general account management and bookkeeping. Current CPA advisor on staff will provide ongoing transition support, review and client management.
Looking for someone comfortable with constant client interaction. Extreme attention to detail required: Following up; calendaring tasks; note-taking; exceed client expectations at all times.
Undergraduate degree in accounting. Lacerte, MS Office, CRM note-taking, paperless cloud environment, etc.
This is a perfect position for someone looking to transition out of the full-time workforce but remain in a challenging and rewarding role. Hours are flexible – as long as things get done right and on time, we’re agreeable.
Located in Lafayette, CA. Three blocks to BART station.
CPA. PFS or working toward it is a plus.
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