Chatterton & Associates
Tax Professional
Chatterton & Associates, Anaheim, California, United States, 92806
*Job Summary*
Ready to make your application Please do read through the description at least once before clicking on Apply.The Tax Professional works directly with clients to complete income tax returns and collaborates with cross-functional teams to provide a holistic financial approach and builds relationships.
*Qualifications & Duties** Answer client questions related to tax returns, tax estimates and tax-planning.* Develop and implement tax strategies to minimize tax liabilities.* Work directly with clients including but not limited to in-person and virtual appointments.* Manage a book of business both individual and corporate tax returns.* Prepare and review corporate and individual income tax returns.* Ability to manage multiple engagements.* Team Collaboration: Collaborate with cross-functional teams to provide a holistic financial approach and build relationships.* Develop team members by providing leadership and tax knowledge.* Ensure timely filing of all required tax returns* *Job Qualifications :** CPA or EA license required* Bachelor’s degree in Accounting or Finance. A strong educational background in accounting or finance is required.* Extensive tax experience: 3 years in public accounting. Strong knowledge of individual and corporate income tax law (pass-throughs + C-corps), compliance and regulations.* Leadership and managerial skills: Proven experience in leading a team. Ability to provide guidance to team members, fostering a collaborative working environment.* Excellent communication skills: Strong verbal and written communication skills, with the ability to effectively communicate complex tax concepts.* Analytical and problem-solving skills: Strong analytical and problem-solving skills, with the ability to analyze tax issues and develop practical solutions.* Identify opportunities for clients to meet with our Wealth Team to discuss investment opportunities.* Client-focused mindset: A strong commitment to providing exceptional client service and building long-term client relationships. Ability to understand client needs.* Ability to work under pressure and meet deadlines.* Microsoft Applications, QuickBooks Online, Lacerte Tax Software.
Job Type: Full-time
Pay: $120,000.00 - $140,000.00 per year
Benefits:* 401(k)* 401(k) matching* Dental insurance* Flexible schedule* Health insurance* Opportunities for advancement* Paid time off* Retirement plan* Vision insurance* Work from homeSchedule:* Extended hours* Monday to Friday
Experience:* Accounting: 1 year (Required)* Tax experience: 3 years (Required)* Team development: 1 year (Preferred)
License/Certification:* Enrolled Agent (Required)
Ability to Relocate:* Anaheim, CA 92806: Relocate before starting work (Required)
Work Location: In person
Ready to make your application Please do read through the description at least once before clicking on Apply.The Tax Professional works directly with clients to complete income tax returns and collaborates with cross-functional teams to provide a holistic financial approach and builds relationships.
*Qualifications & Duties** Answer client questions related to tax returns, tax estimates and tax-planning.* Develop and implement tax strategies to minimize tax liabilities.* Work directly with clients including but not limited to in-person and virtual appointments.* Manage a book of business both individual and corporate tax returns.* Prepare and review corporate and individual income tax returns.* Ability to manage multiple engagements.* Team Collaboration: Collaborate with cross-functional teams to provide a holistic financial approach and build relationships.* Develop team members by providing leadership and tax knowledge.* Ensure timely filing of all required tax returns* *Job Qualifications :** CPA or EA license required* Bachelor’s degree in Accounting or Finance. A strong educational background in accounting or finance is required.* Extensive tax experience: 3 years in public accounting. Strong knowledge of individual and corporate income tax law (pass-throughs + C-corps), compliance and regulations.* Leadership and managerial skills: Proven experience in leading a team. Ability to provide guidance to team members, fostering a collaborative working environment.* Excellent communication skills: Strong verbal and written communication skills, with the ability to effectively communicate complex tax concepts.* Analytical and problem-solving skills: Strong analytical and problem-solving skills, with the ability to analyze tax issues and develop practical solutions.* Identify opportunities for clients to meet with our Wealth Team to discuss investment opportunities.* Client-focused mindset: A strong commitment to providing exceptional client service and building long-term client relationships. Ability to understand client needs.* Ability to work under pressure and meet deadlines.* Microsoft Applications, QuickBooks Online, Lacerte Tax Software.
Job Type: Full-time
Pay: $120,000.00 - $140,000.00 per year
Benefits:* 401(k)* 401(k) matching* Dental insurance* Flexible schedule* Health insurance* Opportunities for advancement* Paid time off* Retirement plan* Vision insurance* Work from homeSchedule:* Extended hours* Monday to Friday
Experience:* Accounting: 1 year (Required)* Tax experience: 3 years (Required)* Team development: 1 year (Preferred)
License/Certification:* Enrolled Agent (Required)
Ability to Relocate:* Anaheim, CA 92806: Relocate before starting work (Required)
Work Location: In person