Senior Tax Consultant

  •  

El Cerrito, CA

Industry: Accounting, Finance & Insurance

  •  

5 - 7 years

Posted 8 days ago

  by    Norman Mitroff

Mitroff Consulting & Associates has been retained to conduct a search for the Senior Tax Consultant for our Client. 

Our Client was originally founded in 1966. Over the course of years, they have expanded the scope, quality, and depth of services provided. These services include full service tax preparation and advisement, bookkeeping, business and personal consulting. They are closely aligned with their investment advisory firm, a registered Securities Exchange Commission as an investment management firm providing fee-based services.

Increased growth and modernization occurred when they merged with another upscale firm.

They pride themselves on delivering attentive service of a boutique firm, coupled with institutional-level investment solutions. They create a personalized financial plan based upon Client's unique life, and then manage their portfolio to match their plan.

Here is a brief version of what we are looking for:

Ø Proven and current tax proficiency of at least five years;

Ø CPA license or Enrolled Agent certification;

Ø Proficient in individual, corporate and partnershiptaxation;

Ø Must be able to prepare and complete (self-review) tax returns during Client meetings; prior experience in meeting with Clients during tax season is necessary;

Ø outstanding report writing and presentation skills;  

Ø possess high energy level, commitment to excellence

Ø are driven to succeed … as a team

Ø a balanced individual, both personally and professionally, with a sense of humor; someone who shows a lifetime effort to grow and be a contributor

Ø value ethics, integrity and superior work environment; have an optimistic attitude.

Please note: All correspondence with Mitroff Consulting & Associates is confidential.

$132K - $180K
$110K - $150K base, 94530 bonus