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Wade Financial Advisory (www.wadefa.com) is seeking a Tax Specialist for our fee-only financial planning and investment advisory firm in Campbell, CA. We help manage every aspect of our client's financial life, partnering, educating, and guiding them throughout the process to help them make well-informed financial decisions. We are looking for a Tax Specialist to join our firm to lead our tax team in tax planning and return preparation. We are open to this position being permanently remote, but we are also interviewing local applicants.
Salary and Benefits
- Salary will be $80,000 - $100,000 based on experience, a healthcare allowance, life/disability insurance, and a 401(k) with matching contributions.
- We are currently working remotely and we will continue to follow state and CDC guidelines but this position can be remote permanently.
- Upbeat, collegial, and professional working environment
Duties Include:
- Participation and leadership in client meetings that have tax planning or review focus
- Preparation or review of tax planning projections for the majority of clients throughout the year with the follow-up to clients on crucial issues and tasks
- Manage and improve the firm's processes around tax planning and preparation
- Research of tax treatment of unusual prior or contemplated transactions or expenses
- Preparation and review of client tax returns
- Respond to audit notices and requests for information from various tax authorities
Requirements
- CPA or EA or have MS in Tax, as well as a minimum of three years of tax preparation and planning experience. CFP, CPA, PFS credentials are a plus.
- Advance inidual tax knowledge, as well as basic experience with corporate, partnership, trust, gift, and benefit (5500EZ) returns.
- Experience with Lacerte, as well as Quickbooks and Quicken will be beneficial, but not required.
The Process
Qualified candidates will start the process by having a 15-30 minute phone interview conducted by our consultant who is the hiring manager for this position. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments. A background and credit check will be required.
We are an Equal Opportunity Employer.
