Our client, a growing accounting & advisory firm that works with small business owners, real estate investors and corporate executives is seeking a Tax Advisor Accountant/Manager to be added to their team. They are not your typical accounting firm; and are specific about the type of clients they work with because they only want to provide quality accounting with great customer service. Their internal culture is centered around self-care, family, collaboration, transparency, and utilizing their differences. They thoroughly enjoy working together and are looking for someone who embodies their values and wants to enjoy their career and grow together. Must be able to work 9AM - 5PM PST.

A Day in the Life

• Meet with team in the morning to organize day/week
• Have meeting with other managers to discuss resource allocation/priorities
• Meet with client and their financial advisor to discuss retirement planning
• Train staff on how to do 1031 exchange in Lacerte
• Review work from Sr. Accountants
• Read new tax law bills and keep team updated

Core Responsibilities for Clients

• Takes the lead on high-level technical work for clients
• Effective decision maker that can handle making
• Judgment calls on how to handle touch relational or technical situations
• Can determine and back up their interpretation of a technical issue
• Reviews work performed by senior accountants for quality assurance
• Supports senior accountants' oversight of staff accountants through work review and coaching
• Maintains knowledge of acceptable accounting practices and procedures
• Performs other related duties and project work as assigned

Core Responsibilities for the Firm

• Manage between $350,000-600,000 of client work
• Identify when processes need to be updated for more efficiency, clarity, or increased customer service
• Effectively communicates with team members regarding work expectations, timing, and overall capacity
• Develop deep relationships with our clients to understand their needs and which services are best suited for them now and in the future
• Develop professional relationships with team members to support, mentor and grow professional soft skills

Skills & Abilities for this Role

• Must have CPA license or EA
• Pro Advisor Certification would be a plus
• Experience and comfort utilizing cloud-based accounting software and tools like Notion, Slack, as well as Microsoft Office Suite (Excel, Outlook, and Word)
• Experience with managing and developing junior accounting team members
• Demonstrated client retention experience
• Business Development and cross selling of firm services experience
• High level of curiosity
• Ability to uphold values with team members and clients
• Ability to have hard conversations professionally with team members and clients
• Expert technical accounting skills, overall generalist or subject matter expert
• Garners respect from team members and clients

Health, dental, and vision insurance, unlimited PTO, 401k with 4% safe harbor match

If you feel you have the skill set to perform this role, please forward your resume and state your salary requirements.