Senior Tax Associate, Private Client Wealth

Weaver; San Diego (CA); Sur place; USD 90 000 - 143 000; Plein temps

Avantages offerts par ce poste

Health benefits

401(k) plan

Flexible STO

11 holidays

Recharge days

Learning & Development

Résumé du poste

Weaver’s Private Client Services team seeks a Senior Associate or Supervisor to join the growing practice. You will plan, prepare, and deliver tax work for high-net-worth individuals, trusts, estates, and closely-held businesses, working with Managers, Senior Managers, and Partners.

Ideal candidates hold a Bachelor’s in Accounting with CPA or CPA candidacy and 2–4+ years in public accounting, plus familiarity with QuickBooks and CCH software.

Qualifications

• Bachelor’s degree in Accounting or related field.
• CPA or CPA candidate.
• 2-4+ years of experience in public accounting.
• Experience preparing and/or reviewing federal tax returns for high-net-worth individuals, trusts, estates, and closely-held businesses.
• Familiarity with QuickBooks, CCH Axcess, CCH Engagement, or similar software.

Responsabilités

• Plan, prepare, and deliver client work to Managers, Senior Managers, and Partners with limited supervision.
• Demonstrate initiative, accountability, and effective communication while managing multiple assignments.
• Collaborate with team to ensure high-quality tax services for clients.

Connaissances

Tax planning

Tax preparation

Public accounting

Mentoring

Formation

Bachelor’s degree in Accounting

Master’s degree in Accounting

Outils

QuickBooks

CCH Axcess

CCH Engagement

Description du poste

Weaver’s Private Client Services team seeks a Senior Associate or Supervisor to join the growing practice. You will plan, prepare, and deliver tax work for high-net-worth individuals, trusts, estates, and closely-held businesses, working with Managers, Senior Managers, and Partners.

Ideal candidates hold a Bachelor’s in Accounting with CPA or CPA candidacy and 2–4+ years in public accounting, plus familiarity with QuickBooks and CCH software.