Tax SeniorGreat opportunity to be part of a holistic approach to tax planning and wealth management. Get out of the grind of CPA firms. This is not a place where you'll have to grind out billable hours. We are more concerned about maintaining excellent relationships.
Location: Mostly remote, report to Camarillo, CA office occasionally
Salary: $85,000 to $100,000 + bonus + benefitsCPA or EA required
Job description:- The senior tax advisor works directly with clients to prepare and deliver income tax returns, as well as consult on any questions and planning with the financial advisors. They may be responsible for their own book of tax returns to prepare.
- Review & sign 1040s, 1041s and some business tax returns
- Develop and cultivate lasting client relationships
- Communicate with clients on all tax compliance and planning
- Work closely with wealth management team, financial planning team
- Incredible benefits:
- Company paid basic life & AD&D insurance up to 2x your base salary
- Company paid short-term and long-term disability insurance
- Supplemental life & AD&D short-term disability; accident; critical illness; and hospital indemnity insurance
- Three medical plans offerings including two high deductible health plans and a traditional co-pay medical plan
- Health savings account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan
- Two comprehensive dental plans
- Vision insurance plan
- Dependent care savings account for child and dependent care13 company paid holidays with a full week off for Thanksgiving week
- Paid time off programs – accrued vacation of 15 days (3 weeks) and accrued sick of 10 days (2 weeks) per service year
- Employee assistance plan
- Family medical leave
- Paid parental leave
- Adoption assistance reimbursement program 401(k) savings plan with per pay period employer match
- Pet insurance
