Tax Advisor and Preparer - Financial Firm - San Jose, CA

Advisor Employee Services; San Jose (CA); On-site; USD 80,000 - 90,000; Full time

Job summary

An established industry player is seeking a skilled Tax Advisor and Preparer to join their dynamic team in San Jose. This role involves providing expert tax preparation and advisory services, ensuring compliance with tax laws, and maintaining strong client relationships. The ideal candidate will possess a Bachelor's degree and have 2-5 years of relevant experience. Enjoy a positive work culture that values work-life balance and offers comprehensive benefits, including health insurance and an on-site gym. If you are passionate about helping clients achieve their financial goals, this opportunity is perfect for you.

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

PTO

Long-term Disability

EAP

FSA

HSA

On-site gym

Qualifications

• 2-5 years of Tax Preparation experience is required.
• Strong communication and client service skills are essential.

Responsibilities

• Prepare complex tax returns and ensure compliance with tax laws.
• Conduct tax research and manage client relationships.

Skills

Tax Preparation

Client Service Skills

Communication Skills

Adaptability

Ethical Standards

Education

Bachelor’s Degree

Tools

Tax Software

Job description

Tax Advisor and Preparer - Financial Firm - San Jose, CA

Join to apply for the Tax Advisor and Preparer - Financial Firm - San Jose, CA role at Advisor Employee Services.

Job Details

Position: Tax Advisor & Preparer

Location: San Jose, CA

Salary Range: $80,000 - $90,000 per year

Seniority Level: Mid-Senior level

Employment Type: Full-time

About the Role

Heckman Financial and Insurance Services, Inc. in San Jose, CA is seeking an experienced Tax Advisor and Preparer. We pride ourselves on providing excellent tax preparation and advisory services, mainly to pre-retired and retired individuals. We value work-life balance and a positive company culture. If you're driven to help clients achieve their financial goals, we want to hear from you!

Minimum Requirements

• Bachelor’s Degree preferred
• 2-5 years of Tax Preparation experience
• Experience with tax software
• Excellent client service skills
• Strong communication skills
• High ethical standards and professionalism
• Adaptability, proactivity, resilience
• Experience with individuals, corporations, partnerships, and trusts

Key Responsibilities

• Tax planning and consultation
• Preparing complex tax returns
• Ensuring compliance with tax laws
• Conducting tax research
• Client consultation and relationship management
• Representing clients in tax disputes or audits
• Staying updated on tax laws
• Collaborating within the firm
• Roth IRA analysis
• Managing tax projects
• Preparing journal entries and financial statements
• Month-end closing and troubleshooting client needs

Benefits

• Health, Dental, Vision, Life Insurance
• PTO, Long-term Disability, EAP, FSA, HSA
• On-site gym (free)

Work Hours

• Monday-Friday, 8am-5pm

About Advisor Employee Services

We are a reputable consulting firm based in Lenexa, Kansas, representing top financial advisors nationwide. If you meet the qualifications and are interested, please apply today!