This job has expired

TAX MANAGER / FINANCIAL COACH

Employer
Benedetti & Associates Certified Public Accountant
Location
Santa Maria, California
Salary
A competitive salary, A comprehensive benefits package
Closing date
Nov 26, 2022

View more

Job Role
Manager
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
Required
You need to sign in or create an account to save a job.

TAX MANAGER / FINANCIAL COACH

Why Benedetti & Associates CPA?

  • We’re growing and need a talented team player to learn and grow with us!
  • Potential Ownership Opportunity
  • Certified Tax Coach training
  • Relocation Assistance available
  • Tax preparation is not just a transaction, but part of a holistic client financial peace journey!
  • We value our employees – we offer an ideal work/life balance with generous PTO, opportunity for professional growth and a culture where everyone can be themselves!

We are a tax and financial planning firm, located in Santa Maria, CA, providing a broad range of services for a diverse roster of clients including businesses and their owners and executives.  We help our clients move forward in their financial peace journey.

Responsibilities:

  • Lead our tax team and develop financial plans for clients
  • Lead tax engagements including complex tax and retirement planning
  • Prepare corporate, partnership, individual and trust & estate tax returns
  • Support the investment advisory division and grow into an Investment Advisor Representative
  • Serve as technical expert on federal and state tax matters including entity planning issues, pension implementation and tax reduction strategies
  • Coach clients in their Baby Step financial peace journey

Qualifications:

  • Bachelor’s degree in accounting or related field
  • 3+ years of recent public accounting tax experience progressing in scope and responsibility
  • CPA license or on track for CPA license
  • Series 65 securities & CFP licenses preferred, but not required
  • Have the heart of a teacher, with a desire to help clients reach their financial goals
  • Strong leadership, client service, and PC skills including MS Office and accounting software proficiency
  • Ability to execute a project within the scope of overall strategies, juggle multiple priorities in a fast-paced, deadline-driven environment and develop professional client relationships

We provide a competitive salary, a comprehensive benefits package including health insurance, pre-tax HSA plan and SIMPLE IRA plan, professional growth opportunity including potential ownership and a friendly, team-oriented, supportive and collaborative office environment.

We are seeking a talented individual who wants to learn and grow and is dedicated to making a meaningful difference in the financial peace of our clients.  If this sounds like the opportunity for you and you are eager to learn more about becoming a key part of our team, please submit your resume by clicking 'Apply' above.

Benedetti & Associates CPA Inc. is an Equal Opportunity Employer.

You need to sign in or create an account to save a job.

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert