Thriving accounting and consulting firm looking for candidates who are interested in taking their careers to the next level. As a growing firm, we offer many opportunities for advancement and a broad range of services, which allow you exposure to and specialization in areas that interest you most. Our culture promotes a healthy work-life balance, encourages community involvement, embraces challenging projects and enjoys a fun work environment.
About You
Looking for a self-starter who is passionate about their career and works well both independently and on a team. As a CPA, you are an exceptional communicator and are looking to make a positive impact in the lives of your clients and where you work. You look forward to learning, growing your career, helping develop your peers and working in a firm that is big enough to work with numerous high-net-worth individuals with complex estate-planning needs, but small enough for you to have an impact in the overall success of the firm.
What you bring
20+ years of public accounting experience
Certified Public Accountant license required
At least 10-15 years of experience with a specialized focus in estates and trusts
A high level of technical tax expertise and leadership skills, experience with tax planning, tax research and reviewing tax returns, and leading an engagement team
New ideas and business solutions that result in new clients or extended services to existing clients
Positive people interactions that allow you to be a liaison for clients and staff throughout the year
The skills to develop and motivate staff and provide them with counseling and career guidance
What you receive
Competitive salary
Bonus and incentive programs
Benefits package that includes medical, dental, vision, 401(k) match, profit sharing, and life insurance
Flexible work schedule
Personalized career development
Broad range of Continuing Education courses to choose from
Business development and marketing participation opportunities
Work-life balance
Opportunity to make an impact in your field, the community and in the firm
A firm that is culturally diverse and where people value excellence and quality
Live in a community where others vacation
Numbers & Facts
Location
Carmel, CA
Skills
Accountingunmatched
Business Developmentunmatched
Business Solutionsunmatched
Career Counselingunmatched
Career Developmentunmatched
Certified Public Accountant (CPA)unmatched
Consultingunmatched
Customer Relationsunmatched
Customer Support/Serviceunmatched
High Net Worthunmatched
Leadershipunmatched
Marketingunmatched
Public Accountingunmatched
Staff Motivationunmatched
Tax Planningunmatched
Tax Returnsunmatched
Team Lead/Managerunmatched
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