We are a midsize CPA firm Orange County with about 80 employees and growing. We are a full service firm that offers tax, accounting, audit, business consulting, wealth management, and fiduciary consulting services. We have a hybrid to loose remote model and are growing into a top regional firm in the So Cal area. We pride ourselves with providing a strong work life balance both in and outside of busy seasons. We offer full benefits with partial coverage of the medical and dental insurance premiums. We also look to invest in our employees to grow their skillsets in different industries and continue to promote growth and get them on a path to management.
We are looking for experinced tax accounts that have had an extensive background in gift, trust, and estate tax. This role will be focused completely on clients with trust and estate returns along with there individual and business taxes. This role will have a quick path into management for anyone who already has their CPA, EA, or JD.
3+ years of experience in Public Tax and Accounting (individual, corporate, and partnerships).
- CPA, J.D., or EA (preferred)
- Extensive Experience with staff in planning, performing, and completing Tax engagements.
- Heavy Experience with Gift, Trust, and Estate tax situations
- Experience Preparing and/or Reviewing gift, trust, and estate, returns
- Develop professional relationships with clients.
- Passionate about developing associates and senior associates
- Expert in both tax return prep and review (especially individual and fiduciary)
- Experience in developing best practices, training, mentoring, and team project management
Benefits
Base Salary: $75,000 - $110,000
For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa.
Corey Sanders is recruiting for this position and the positions below.
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