Senior Tax Strategist - Remote-First, Path to Partnership

Morling & Company; Larkspur (CA); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

401K with company match

PTO

Hybrid/remote work options

Job summary

Morling and Company, based in Larkspur, California, is a forward-looking tax service and consulting firm focused on maximizing clients' financial well-being through innovative strategies. The firm emphasizes client-centric service, work-life balance, and social responsibility while offering flexible work arrangements and opportunities to grow into leadership and partnership roles.

The team operates with mostly remote work, occasional in-office time during peak seasons, and a prime location near

Qualifications

• Bachelor's degree in accounting, finance, or a related field.
• CPA or EA designation preferred.
• Demonstrated technical competence, professionalism, teamwork, and communication skills.

Responsibilities

• Review tax returns, identify tax planning opportunities.
• Demonstrate leadership and problem-solving skills.
• Tax research, ensuring accuracy, project management.
• Ensuring clients stay in compliance across the board.

Skills

Technical competence

Professionalism

Teamwork

Communication skills

Education

Bachelor's degree in accounting/finance

Job description

Morling and Company, based in Larkspur, California, is a forward-looking tax service and consulting firm focused on maximizing clients' financial well-being through innovative strategies. The firm emphasizes client-centric service, work-life balance, and social responsibility while offering flexible work arrangements and opportunities to grow into leadership and partnership roles.

The team operates with mostly remote work, occasional in-office time during peak seasons, and a prime location near