CPA/ Tax accountant

$120,000 - $140,000/Yr

Wealth Compass Tax & Accounting - Escondido, CA

Full-time - Mid Level

Escondido, CA

About the position

The CPA/Tax Accountant position involves preparing individual and business tax returns, performing compilations and reviews for business clients, and consulting with clients to develop tax strategies. The role requires strong communication skills to explain tax returns and provide ongoing support to clients throughout the year.

Responsibilities

• Prepare individual tax returns and business tax returns.
• Perform compilations and reviews for business clients.
• Meet with clients to determine tax priorities, pain points, and outcomes.
• Run delivery meetings with clients to deliver and explain tax returns.
• Meet with clients periodically to enact tax mitigation strategies throughout the year.
• Consult with in-house financial advisors to refine tax efficient investment proposals.
• Be available for client questions and calls.

Requirements

• Valid CPA license is required.
• Experience in tax accounting is required.

Benefits

• Bonus opportunities