Tax Advisor and Preparer

Heckman Financial and Insurance Services, Inc.; San Jose (CA); On-site; USD 80,000 - 90,000; Full time

Job summary

Join a leading financial services firm as a Tax Advisor and Preparer in San Jose, where you'll provide tax planning and consultation to clients. This full-time position requires a Bachelor's degree and 2-5 years of tax preparation experience, along with strong communication and ethical standards. Enjoy a competitive salary, strong company culture, and a commitment to client service in this fast-paced environment.

Benefits

Health Insurance

Vision Insurance

Life Insurance

PTO

Long Term Disability

EAP

FSA and HSA

Qualifications

• 2-5 years of Tax Preparation experience required.
• Experience working with individuals, corporations, partnerships, and trusts.
• Roth IRA Analysis Experience is a plus.

Responsibilities

• Providing tax planning and consultation.
• Ensuring compliance with tax laws and regulations.
• Representing clients in tax disputes or audits.

Skills

Communication

Professionalism

Ethical standards

Adaptability

Education

Bachelor’s Degree

Tools

Tax preparation software

Job description

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Heckman Financial and Insurance Services, Inc. provided pay range

This range is provided by Heckman Financial and Insurance Services, Inc.. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$80,000.00/yr - $90,000.00/yr

Are you ready for a challenge? Are you prepared to take your career to the next level by joining a team that's truly committed to making a difference in our clients' lives? If you're a Tax Advisor and Preparer who's driven by the desire to help clients achieve their financial goals, we want to hear from you!

Heckman Financial and Insurance Services, Inc. in San Jose, CA takes pride in our Tax Preparation and Advisory services for our clients. We provide advisory services primarily to pre-retired and retired individuals. Our firm takes pride in offering an excellent work-life balance and great company culture. We’re looking for an experienced Tax Advisor and Preparer to join our team. If you are looking for an amazing career opportunity in a fast-paced environment, please apply today!

• Bachelor’s Degree preferred
• 2-5 years of Tax Preparation experience required
• Experience with tax preparation software programs
• Strong verbal and written communication skills
• Strong ethical standards and professionalism
• Adaptable, proactive, and resilient
• Experience working with individuals, corporations, partnerships, and trusts

Key Responsibilities:

• Providing tax planning and consultation
• Ensuring compliance with tax laws and regulations
• Completing complicated tax research
• Client consultation and relationship management on tax issues
• Representing clients in tax disputes or audits
• Continuous learning and staying updated on tax laws
• Effective collaboration and communication within the firm.
• Roth IRA Analysis Experience
• Managing the completion of tax projects
• Prepare and posting monthly journal entries to General Ledger
• Performing month-end close processes and financial statement preparations
• $80,000-$90,000 annually
• Health Insurance
• Vision Insurance
• Life Insurance
• PTO
• Long Term Disability
• EAP
• FSA and HSA

Hours:

• Monday-Friday, 8am-5pm

Presented by Advisor Employee Services Thank you for your interest in the Tax Preparer role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together we have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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