Enrolled Agent Jobs in Daly City, CA

p> Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

• the individual’s skill sets, experience and training;
• licensure and certification requirements;
• office location and other geographic considerations;
• other business and organizational needs.
• Canadian residents may access our policies in English here and in French here.

li>Required two (2) years Medicare Sales experience or in lieu, two (2) years selling or supporting seniors, including general understanding or Medicare and related products in either a face-to-face or telephonic setting required. The agent must consistently complete proven "best practice" based activities to develop and manage their territories and/or assignments and provide regular status reporting at predetermined intervals via the sales departments established activity and performance tracking system.

li>Required two (2) years Medicare Sales experience or in lieu, two (2) years selling or supporting seniors, including general understanding or Medicare and related products in either a face-to-face or telephonic setting required. The agent must consistently complete proven "best practice" based activities to develop and manage their territories and/or assignments and provide regular status reporting at predetermined intervals via the sales departments established activity and performance tracking system.

BASIC REQUIREMENT: A Bachelor's or higher degree in accounting from an accredited college or university that included at least 30 semester hours (45 quarter hours) in accounting or 24 semester hours in accounting and an additional 6 semester hours in related subjects such as business law, economics, statistical/quantitative methods, computerized accounting or financial systems, financial management or finance. You must also meet the following requirement(s): TIME AFTER COMPETITIVE APPOINTMENT (TACA): By the closing date (or if this is an open continuous announcement, by the cut-off date) specified in this job announcement, current civilian employees must have completed at least 90 days of federal civilian service since their latest non-temporary appointment from a competitive referral certificate, known as time after competitive appointment.

strong>This exclusive offer applies to the Value Package..

By applying for this position, I provide my consent and electronic signature authorizing Windermere Careers, to deliver or cause to be delivered telephonic sales calls, including calls, text msgs, or voicemail, to me at the phone number above using an automated system for the selection or dialing of phone numbers or the playing of a recorded message when a connection is completed, and by other means.

Crossfoot is agentic accounting for small-to-mid CPA firms; a segment where accountant shortages are structural, client intake is capped by production headcount, and the manual close and tax prep workflow consumes the majority of senior staff capacity. Customer Development — Lead pilots with managing partners, CAS leads, and outsourced-accounting/BPO operators at small-to-mid CPA firms, convert them to paid engagements, and build the referral-led go-to-market motion.

div>

You''ll be an important voice in defining CaptivateIQ''s AI strategy - partnering directly with Product leadership and the executive team to shape the company''s AI roadmap and setting a technical vision for the AI platform that balances near-term product impact with long-term investment. Recognized by industry analysts like Forrester and G2 and backed by top-tier investors, including Sequoia, ICONIQ, Accel, and Sapphire Ventures, we empower high-growth companies like Netflix, Figma, and Stripe with the flexibility and insights needed to drive revenue performance.

p style="min-height:1.5em">Fieldguide is establishing a new state of trust for global commerce and capital markets through automating and streamlining the work of advisory, audit, and tax practitioners at the world's largest CPA firms.

• Build enterprise-grade AI agents that increase efficiency, quality, and practitioner experience across each stage of the audit lifecycle from planning and risk assessment to audit execution and reporting.

In this role, you will have the opportunity to define and deliver a completely new integrated experience and drive new growth for the business through our revolutionary AI Teammates which autonomously execute business process workflows for the Office of the CFO, seamlessly and securely operating against all the Systems of Record and Systems of Communication which Enterprise Finance teams use.

p>Information for applicants with a need for accommodation:

https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.

Basic Qualifications: Bachelor's Degree in Accounting or equivalent field is required 2+ years of tax compliance and/or tax consulting experience Preferred/Desired Qualifications: Master's Degree in Taxation or relevant field CPA (Certified Public Accountant), or parts passed towards completion, OR IRS (Internal Revenue Service) Enrolled Agent Certification Experience using GoSystems or CCH Axcess tax software EisnerAmper is proud to be a merit-based employer. About our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.

p>Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.

About Our Tax Team:

As the largest service line within the firm, EisnerAmper's Tax Group does not only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally.

p>• Actively participate in business development efforts to include working collaboratively with partners and marketing professionals to target and build relationships with client prospects Actively participate in business development efforts to include working collaboratively with partners and marketing professionals to target and build relationships with client prospects.

• Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services.

Our Affordable Housing Tax practice serves a wide range of clients with specific needs including real estate private equity funds, public and private REITs, as well as privately owned Real Estate held by family offices or joint ventures.

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.

Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.

ul>

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. Bachelor's Degree in Accounting or equivalent field is required 4+ years of tax compliance and/or tax consulting experience in public accounting or public/Corporate mix CPA or IRS Enrolled Agent Certification required.

p>At Deloitte Tax LLP, our Tax Technology Consulting (TTC) practice helps tax and legal departments pursue a streamlined, transparent, and efficient tax and legal functions that enhance the core responsibilities of compliance, reporting and planning, while also positioning tax and legal as a strategic business advisor for the digital era. Deloitte's Legal Managed Services (LMS) team assists corporate legal department clients with end to end, contract lifecycle management, as well as aids them with their responses to regulatory and other trigger events compelling organizations to analyze their contract portfolios and process.

div>

p>As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning.

li>3+ years of experience supporting product delivery, business analysis, project coordination, or technology implementation teams with demonstrated experience supporting large-scale, full-lifecycle system implementation or modernization projects involving complex technical integrations, APIs, and middleware. You will partner closely with Delivery Product Owners, product leadership, business stakeholders, and technology teams to help translate business needs into delivery-ready features, validate quality through detailed review and testing, and support the successful rollout of product capabilities.

Supporting advanced data and technology integrations to enable trade analytics, including working with client teams to connect and integrate data across cloud platforms and data lakes (e.g., defining ingestion and transformation requirements, aligning on data models and governance, partnering with engineering/IT on pipelines, and supporting testing/validation and deployment). The Global Trade practice is composed of attorneys, operations experts, technology specialists, customs brokers, auditors, and trade management professionals who help importers and exporters achieve worldwide compliance and realize efficiencies and advantages in their global supply chain.

The Global Trade practice is composed of attorneys, operations experts, technology specialists, customs brokers, auditors, and trade management professionals who help importers and exporters achieve worldwide compliance and realize efficiencies and advantages in their global supply chain. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.

The Global Trade practice is composed of attorneys, operations experts, technology specialists, customs brokers, auditors, and trade management professionals who help importers and exporters achieve worldwide compliance and realize efficiencies and advantages in their global supply chain. As a Senior Consultant on our Global Trade team, you will participate in engagements requiring regulatory analysis for a variety of entities and their affiliates; you will work with U.S. and multinational companies, understand national and international trade requirements, and align client trade functions with their business objectives; with the opportunity to develop and pursue creative strategies using the latest technologies.