Montgomery Taylor, CPA is looking for a self-motivated individual to join our team as a Tax Senior or Tax Supervisor. The qualified team member is expected to perform the following:
• Work directly with managers and partners on a variety of tax engagements • Prepare Partnership, Corporation, Fiduciary and Individual tax returns • Assist management with supervision and training of entry-level staff • Assist partners and managers on tax planning projects
Montgomery Taylor, CPA is an established CPA/financial advisory firm (fee-only) serving clientele in the northwestern United States from our office in Santa Rosa, California. We are in the family wealth management business focusing on high net worth individuals, families and business owners. Through a planning process built on integrity, knowledge, and attention to every last detail, we seek to guide and inform our clients to successfully navigate the various phases of tax, financial and wealth management. We have been serving this area and market niche for over 25 years and we have a constantly evolving succession plan in place to ensure that we’ll be here 50 years from now. This plan allows employees to become shareholders in the company. So, we are very interested in candidates who want to be part of an ownership team and share in the success of the firm's growth.
This is a special opportunity unlike most in the public accounting or financial services industry. First, our firm is completely independent, so our loyalty belongs exclusively to our clients. Second, we offer a competitive compensation structure (salary and a bonus) and an equity ownership track for employees who demonstrate hard work and leadership characteristics and support the long-term goals of our firm. You will be a member of a collaborative and supportive team of strong individuals, all working hard to help us grow a successful multigenerational business. At Montgomery Taylor & Company, you won’t “own a job” or be building your own practice; this is not an eat-what-you-kill position, and we’re not that kind of a firm.
A licensed CPA
A minimum of 3 years in public accounting--doing tax prep work
Solid technical knowledge and research skills in tax
Strong analytical and problem solving skills
Excellent written and verbal communication skills
Working knowledge of accounting software systems, such as Lacerte, SurePrep and Quickbooks
Attention to detail
Ability to work overtime as needed
Desire to always be learning and contributing
Additional Salary Information: 75% employer paid health, dental and vision care for you and your dependents, a 401(k) retirement plan, CPE and license reimbursement, 7 paid holidays, 5 paid sick day and 2 weeks’ paid vacation.
About Montgomery Taylor, CPA
Montgomery Taylor, CPA (and a sister company which is a Registered Investment Advisor) was founded by Montgomery Taylor in his pursuit to provide the best integrated financial planning, investment and tax services to his clients. As both a Certified Public Accountant and Certified Financial Planner, Monty has over 30 years of investment and financial advisory experience. He has also published three books and is a Best-Selling Author. Surrounding Monty is a team of Advisers and support staff dedicated to providing high quality, holistic wealth management services.
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