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Experienced Tax Associate

Montemar Associates PC
  • Santa Barbara, CA
  • $100,000–$150,000 Per Year
  • Full-time
  • Instant Apply
5 days ago

Job Description

A boutique accounting firm based in downtown Santa Barbara is seeking a full-time, experienced CPA to join the team! Our firm specializes in high-level tax planning and tax preparation for small businesses and individuals in various industries. Our clients include lawyers, doctors, consultants, models/social media influencers, real estate investors, architects, and other professionals.

The ideal candidate will hold her or his CPA license and will have at least 5 years of direct experience with Lacerte and QuickBooks. He or she needs to be an effective communicator by email, over the phone, and in-person. The candidate will need to be organized, manage his or her time well, and should be able to work independently.

Job Responsibilities

Responsibilities will include:

  • On-going tax planning, including preparing quarterly tax payments
  • Identifying and recommending tax strategies that align with our clients' goals
  • Working closely with clients to obtain relevant tax information
  • Reviewing clients' financial statements and previous tax returns
  • Preparing year-end adjusting journal entries/closing entries for business clients
  • Preparing and reviewing complex annual Federal and state tax returns (1040s, 1065s, 1120Ss, 1120s, and 1041s)
  • Advising on other tax matters important to clients (retirement options, tax-saving opportunities, tax notice resolution, etc.)

Numbers & Facts

LocationSanta Barbara, CA
Job TypeFull-time
Salary$100,000–$150,000 Per Year
Company Size1 - 10
HeadquartersSanta Barbara, CA, US
Additional CompensationBonus

Benefits

Paid Time-Off, 401K Match, Retirement / Pension Plans, Paid Sick Days, Parking, 401K, Donation Matching Program, Medical, Dental, Vision

Skills

  • Tax Planning
  • Income Tax
  • Tax Accounting
  • Certified Public Accountant (CPA)
  • Tax Returns
  • Accounting

Skills

  • Accountingunmatched
  • Certified Public Accountant (CPA)unmatched
  • Communication Skillsunmatched
  • Intuit Quickbooksunmatched
  • Organizational Skillsunmatched
  • Real Estateunmatched
  • Small Businessunmatched
  • Social Mediaunmatched
  • Tax Planningunmatched
  • Tax Returnsunmatched

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