Baltes & Associates Cpas - Palm Desert, CA

posted 2 months ago

Full-time - Mid Level
Palm Desert, CA

About the position

Baltes & Associates, CPAs, a well-known CPA firm in Palm Desert, CA, is seeking experienced CPAs and Accountants to join their team. The firm has over 30 years of experience in tax planning, compliance, and accounting services. This full-time position offers a competitive salary and benefits, emphasizing work-life balance while providing comprehensive client services.

Responsibilities

  • Preparation of tax returns, audits, reviews, and compilations.
  • Conduct tax and accounting research.
  • Work directly with clients on their accounting needs.
  • Engage in tax and estate planning.
  • Assist in executing the firm's growth plans.

Requirements

  • Valid CPA license or Bachelor's degree in Accounting.
  • 3+ years of relevant experience at a CPA office.
  • Experience with tax software such as ProSystem Fx, BNA, Creative Solutions, QuickBooks, and online accounting and tax research platforms (RIA Checkpoint).

Nice-to-haves

  • Experience in tax and accounting is preferred.

Benefits

  • 401(k)
  • Health insurance
  • Paid holidays
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