Senior Tax Analyst CPA EA Accounting Degree Pref

GENWEALTH 360; Long Beach (CA); On-site; USD 95,000 - 116,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Health insurance

Training & development

Vision insurance

Opportunity for advancement

Job summary

Genwealth 360 is seeking a Strategic Tax Analyst to join our team of financial innovators. You will analyze tax data, identify savings opportunities, and prepare returns for high net worth physicians and practice owners, ensuring compliance while shaping comprehensive tax strategies.

You will collaborate with financial planners to weave tax insights into broader financial plans, stay current on tax law changes, and educate clients to help them understand and maximize their fiscal health.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field required; advanced credentials preferred.
• 3–5 years of tax analysis or preparation experience for high-net-worth clients.
• Proficiency with Pro Series and Excel required; strong analytical skills.

Responsibilities

• Conduct in-depth tax research and analysis across federal, state, and local laws.
• Prepare and review complex tax returns for high-net-worth individuals and entities.
• Identify and recommend tax-saving strategies.
• Collaborate with financial planners to integrate tax strategies into plans.
• Stay updated on tax law changes and apply to client strategies.
• Educate and advise clients to improve understanding and engagement.

Skills

Analytical thinking

Problem-solving

Organizational skills

Education

Bachelor's degree in Accounting, Finance, or related field

Master's In Accounting, Enrolled Agent, CPA preferred

Tools

Pro Series

Microsoft Excel

Job description

Benefits

• 401(k)


• Dental insurance


• Health insurance


• Opportunity for advancement


• Training & development


• Vision insurance

Are you a highly skilled tax professional with a passion for strategic financial solutions and a keen eye for detail? If you're ready to be part of a dynamic team making a meaningful impact in the lives of high-earning professionals, this is your opportunity.

Company Overview

At Genwealth 360, we redefine financial planning by integrating tax planning as the cornerstone of our holistic approach. Catering to a clientele of physicians and dentists we pride ourselves on delivering innovative, forward-thinking strategies that go beyond mere compliance. Join us in our mission to empower our clients with knowledge and unparalleled financial solutions.

Position Overview

As a Strategic Tax Analyst at Genwealth 360, you will be more than a tax expert; you'll be a financial innovator. In this role, you will analyze tax data, identify tax-saving opportunities, prepare tax returns for our high networth medical professionals and practice owners, and ensure compliance, all while contributing to comprehensive financial strategies that optimize our clients' overall fiscal health.

Key Responsibilities

• Conduct in-depth tax research and analysis, ensuring alignment with federal, state, and local laws.


• Prepare and review complex tax returns for high-net-worth individuals and corporate entities.


• Proactively identify and recommend tax-saving strategies.


• Collaborate with financial planners to integrate tax strategies into broader financial plans.


• Stay abreast of tax law changes, translating them into actionable strategies.


• Educate and advise clients, enhancing their understanding and engagement.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field (Master's In Accounting, Enrolled Agent, CPA preferred).


• 3-5 years of experience in tax analysis/ tax preparation, with a focus on high-net-worth individuals, complex tax planning, and strategic financial management.


• Profound knowledge of tax laws and regulations.


• Proficiency in Pro Series and Microsoft Excel.


• Exceptional analytical, problem-solving, and organizational skills.


• Ability to thrive in a collaborative environment and meet tight deadlines.

Benefits

• Competitive salary of $105,000 per year.


• A comprehensive benefits package, including healthcare, dental, and retirement plans.


• Unique professional development opportunities, including on-going training and mentorship.


• A collaborative, supportive, and innovative work culture.


• Pathways for career growth and advancement in a pioneering financial firm.