Senior Tax & Accounting CPA — Client Advisory Leader

Elsberg & Garrett, LLP; Walnut Creek (CA); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Paid time off

401(k) profit sharing

Health insurance

Paid continuing education

Job summary

Elsberg and Garrett LLP in Walnut Creek, California seeks a detail-oriented CPA or CPA candidate with public accounting and tax experience to manage a diverse client portfolio and deliver high-quality tax compliance and advisory services.

The ideal candidate will understand client businesses, provide strategic financial guidance, and collaborate with partners to grow client relationships while supporting the firm's service expansion.

Qualifications

• CPA license with BS in Accounting/Finance or related field; CPA candidates will be considered.
• 5+ years of experience in public accounting.
• Experience servicing a broad range of industries and multiple clients.
• Strong tax research, interpretation, and application skills.
• Excellent analytical and accounting skills.
• Proficiency with accounting and tax software including QuickBooks and Lacerte.

Responsibilities

• Manage a portfolio of clients, acting as primary contact.
• Advise on the financial implications of client decisions.
• Provide tax compliance and advisory services to partnerships, corporations, S-Corps, and individuals.
• Complete and review tax preparation documents.
• Lead client meetings and collaborate with partners and staff.
• Contribute to new business activities and firm innovations.

Skills

Analytical skills

Communication

Time management

Business technology

Education

BS in Accounting/Finance

CPA candidate considered

Tools

QuickBooks

Lacerte

PC-based software

Job description

Elsberg and Garrett LLP in Walnut Creek, California seeks a detail-oriented CPA or CPA candidate with public accounting and tax experience to manage a diverse client portfolio and deliver high-quality tax compliance and advisory services.

The ideal candidate will understand client businesses, provide strategic financial guidance, and collaborate with partners to grow client relationships while supporting the firm's service expansion.