CPA for Financial Planning Firm
K2 Financial Partners K2 Financial Partners San Dimas, CA San Dimas, CA Full-time Contract Full-time Contract $70,000 - $90,000 a year $70,000 - $90,000 a year CPA- Certified Public Accountant
Job Description:
K2 Financial Partners, a financial planning and investment advisory firm based in San Dimas, CA, is seeking an experienced CPA to provide tax preparation for a growing practice.
Candidate must be extremely organized, detail-oriented and a self-starter.
We are seeking a candidate with a positive attitude, an ability to work well with others, and a strong work ethic.
Role and
Responsibilities:
Ability to provide excellent customer service Ability to collect relevant financial records, financial statements and tax documents and input data into tax return software or databases Completing and filing tax documents with appropriate agencies, like the IRS, state, and local government entities Collaborate as a subject matter expert with Financial Advisors and clients of the firm on matters relating to tax consequences and filings Review and correct tax returns and documents with clients and preparers Build upon customer relationships to promote and expand the tax business Stay informed of changing state and federal laws, policies, and economic/political climate Perform general administrative duties to support the office including, but not limited to, answering phones, filing, processing mail, scheduling meetings, processing client paperwork etc Requirements:
Work full time in our San Dimas office Tax Preparation:
2-5 years (Required) Customer Service Skills:
3 years (Required) Active CPA license highly preferred Microsoft Office Skills:
Outlook, Word, PowerPoint and Excel In-depth knowledge of applicable tax laws, regulations, and deadlines Proficiency with common tax preparation, word processing, and spreadsheet software applications Familiarity with the tax return submission and confirmation process Great organizational skills, including time management and strategic thinking Strong written and verbal communication skills Keen attention to detail Ability to work independently on assigned tasks as well as with a team License /Certification:
PTIN (Preferred) CTEC (Required) CPA (Preferred) Job Types:
Full-time, Contract Pay:
Salary of $70,000-$90,000/year depending on experience
Benefits:
Health/Vision/Dental insurance options, paid time off and company match to 401K after first year of employment.
Job Types:
Full-time, Contract Pay:
$70,000.
00 - $90,000.
00 per year
Benefits:
401(k) Dental insurance Disability insurance Health insurance Paid time off Vision insurance Schedule:
Monday to Friday Work Location:
One location K2 Financial Partners, a financial planning and investment advisory firm based in San Dimas, CA, is seeking an experienced CPA to provide tax preparation for a growing practice.
Candidate must be extremely organized, detail-oriented and a self-starter.
We are seeking a candidate with a positive attitude, an ability to work well with others, and a strong work ethic.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
Job Description:
K2 Financial Partners, a financial planning and investment advisory firm based in San Dimas, CA, is seeking an experienced CPA to provide tax preparation for a growing practice.
Candidate must be extremely organized, detail-oriented and a self-starter.
We are seeking a candidate with a positive attitude, an ability to work well with others, and a strong work ethic.
Role and
Responsibilities:
Ability to provide excellent customer service Ability to collect relevant financial records, financial statements and tax documents and input data into tax return software or databases Completing and filing tax documents with appropriate agencies, like the IRS, state, and local government entities Collaborate as a subject matter expert with Financial Advisors and clients of the firm on matters relating to tax consequences and filings Review and correct tax returns and documents with clients and preparers Build upon customer relationships to promote and expand the tax business Stay informed of changing state and federal laws, policies, and economic/political climate Perform general administrative duties to support the office including, but not limited to, answering phones, filing, processing mail, scheduling meetings, processing client paperwork etc Requirements:
Work full time in our San Dimas office Tax Preparation:
2-5 years (Required) Customer Service Skills:
3 years (Required) Active CPA license highly preferred Microsoft Office Skills:
Outlook, Word, PowerPoint and Excel In-depth knowledge of applicable tax laws, regulations, and deadlines Proficiency with common tax preparation, word processing, and spreadsheet software applications Familiarity with the tax return submission and confirmation process Great organizational skills, including time management and strategic thinking Strong written and verbal communication skills Keen attention to detail Ability to work independently on assigned tasks as well as with a team License /Certification:
PTIN (Preferred) CTEC (Required) CPA (Preferred) Job Types:
Full-time, Contract Pay:
Salary of $70,000-$90,000/year depending on experience
Benefits:
Health/Vision/Dental insurance options, paid time off and company match to 401K after first year of employment.
Job Types:
Full-time, Contract Pay:
$70,000.
00 - $90,000.
00 per year
Benefits:
401(k) Dental insurance Disability insurance Health insurance Paid time off Vision insurance Schedule:
Monday to Friday Work Location:
One location K2 Financial Partners, a financial planning and investment advisory firm based in San Dimas, CA, is seeking an experienced CPA to provide tax preparation for a growing practice.
Candidate must be extremely organized, detail-oriented and a self-starter.
We are seeking a candidate with a positive attitude, an ability to work well with others, and a strong work ethic.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
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