Position: Tax Preparer/CPA Firm: NIM Retirement Group Location: San Jose, CA Overview: NIM Retirement Group is a retirement-focused financial planning firm dedicated to helping individuals and families navigate the complexities of retirement with confidence. Based in San Jose, California, we provide personalized financial guidance centered on long-term relationships, exceptional service, and client-first advice. We are seeking an experienced and client-focused Tax Preparer/CPA to join our growing financial planning team. This role plays a key part in delivering comprehensive wealth management and retirement planning services by providing tax preparation, tax planning, and strategic guidance to clients. The ideal candidate will possess strong analytical and communication skills, stay current on tax regulations, and are passionate about helping clients make informed financial decisions that support their long-term goals. What You’ll Do: Tax Compliance & Preparation - Prepare, review, and file federal and state individual and applicable LLC returns; ensure accuracy and deadlines.
- Collect, scan, organize, and analyze tax documents; identify discrepancies and opportunities; maintain compliant records.
- Plan estimated tax payments; resolve tax issues and handle IRS/state correspondence and authorized representation.
Research & Advanced Tax Planning & Modeling & Projections - Research federal and state tax laws and advanced strategies for high-net-worth clients; monitor legislative changes.
- Identify tax efficiencies, compare alternatives, assess legal requirements and risks, and summarize complex codes into actionable recommendations.
- Prepare and present tax forecasts, projections, scenario comparisons, financial models, and client-ready reports.
- Build multi-year retirement tax projections covering income, investments, distributions, and future liabilities; overlay strategies and quantify outcomes.
Client Communications - Convert recommendations into implementation plans; manage deadlines, track deliverables, overcome obstacles, and follow through.
- Collaborate with advisors, tax professionals, and external specialists to integrate strategies into comprehensive financial plans.
- Meet clients, explain tax findings, provide recommendations, and support year-round reviews and personalized service.
- Coordinate, develop, and deliver tax workshops, seminars, and presentations; improve research methods, workflows, and efficiency.
- Lead and present at workshops and seminars to existing clients and prospects
What We’re Looking For: - Bachelors degree preferred
- Active CPA license preferred or Enrolled Agent (EA) designation
- 1+ years’ experience in accounting, finance, taxation or related field
- Experience preparing individual tax returns
- Strong knowledge of federal and state tax regulations
- Proficiency with tax preparation and accounting software
- Client-facing and public-speaking experience preferred
- Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite specifically Excel
- Strong analytical, organizational, and communication skills
- Willingness to speak publicly and lead seminars and workshops
- Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
- Self-starter who takes initiative and works well independently
- Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
Bonus Points: - Excellent research, analysis, organization, communication, ethics, and confidentiality; advanced/high-net-worth tax planning a plus
What You’ll Get: Pay & Perks: - Earning potential $120,000–$350,000/year annual earning potential (base plus commission), based on experience and performance
- First-year potential: $120,000–$250,000; second-year potential: $300,000–$350,000.
- Health insurance
- Dental insurance
- 401(k) eligible after 1 year
- PTO
Schedule: - In office: Monday – Friday, 8:30am – 5:30pm
- Some evenings and weekends required each month for client visits, conferences and training
Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
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