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
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.
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