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Job Description: CPA / Tax Accountant Position Overview: A highly regarded boutique CPA firm located in Monterey County, is seeking a skilled and experienced Tax Accountant to join their dynamic team. This firm is renowned for its commitment to providing personalized and expert tax and accounting services, catering to an elite clientele. The successful candidate will join a collaborative work environment that emphasizes career growth, work-life balance, and a rewarding professional journey. Key Benefits: • Flexible Work Style: Remote work options and adjustable hours. • Reasonable Workloads: No excessive hours required during peak seasons. • Career Advancement: Clear paths for professional growth and development. Responsibilities: • Prepare and review complex individual, business (1120, 1120S, and 1065), and trust tax returns. • Provide strategic tax planning services, particularly for high-net-worth individuals and businesses. • Generate, analyze, and present financial data to stakeholders with precision and clarity. • Supervise, mentor, and develop staff, fostering teamwork and growth within the firm. • Stay updated on tax regulations and proactively identify opportunities to ensure compliance and maximize client benefits. • Collaborate with team members to provide "outside-the-box" solutions, avoiding unnecessary bureaucracy. Qualifications: • Experience: A minimum of 8 years of current, proven tax experience within a Public Accounting Firm, including corporate, individual, and/or partnership taxation. • Certification: Active California CPA license required. • Technical Proficiency: Experience with Thomson Reuters Practice CS, UltraTax, Sureprep, Workpaper CS, and/or QuickBooks (desktop, online, enterprise) is a plus. • Leadership: Previous supervisory experience with the ability to train and develop staff preferred. • Exceptional technical and organizational skills with the ability to balance multiple priorities. • Strong problem-solving abilities and a desire to work in a fast-paced, goal-oriented environment. Ideal Candidate Profile: • A balanced individual personally and professionally, who values ethics, integrity, and teamwork. • A forward-thinker who thrives in an innovative and entrepreneurial firm setting. • An optimistic attitude with a strong sense of humor and the ability to bring positivity to the workplace. • If you're open to hearing more, may we schedule a brief, confidential conversation at your convenience? Should this be an opportunity appropriate for your career goals and growth, then we would be more than happy to meet with you.. • Please note: All communication with us is totally confidential Why Join Us? This firm offers a challenging yet supportive work environment with an emphasis on long-term career success and personal satisfaction. By fostering a culture that prioritizes growth, balance, and ethics, they ensure their professionals thrive in both their personal and professional lives. Norm Mitroff [login to view URL]
Project ID: 39700461
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Active 9 mos ago
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As a seasoned and highly-capable CPA, I believe I bring a skill set and level of experience to the table that can provide tremendous value to your esteemed firm and distinctive clientele. Having spent more than 10 years honing my craft in Accounting, Finance, and Taxation, including experience in corporate, individual, and partnership taxation- I feel well-equipped for the responsibilities detailed in your JD. I’m particularly adept at preparing complex tax returns, strategic tax planning for high-net-worth individuals and businesses, analyzing financial data with precision and clarity, and mentoring staff to foster teamwork and growth within the firm. In today's rapidly changing tax landscape, understanding client needs while remaining compliant is pivotal. Throughout my career, I’ve always been proactive in staying updated on tax regulations to maximize client benefits. From my previous roles as an accountant at MagicDichol LLC and Red Knight Solutions, I gained valuable proficiency with systems like Thomson Reuters Practice CS, QuickBooks (desktop & online), Sureprep, UltraTax & Workpaper CS. For me, learning is a never-ending process & remaining technologically-equipped is a requisite.
$500 USD in 7 days
7.8
7.8

Hello, With Live Experts on your side, you're guaranteed to get a skilled and experienced Tax Accountant who is also a Certified Public Accountant. My 8+ years' minimum experience in a Public Accounting firm aligns perfectly with what you're looking for. Having dealt extensively with corporate, individual, and partnership taxation, I'm well equipped to prepare and review complex tax returns which is a significant requirement for this position. Staying updated with the ever-changing tax regulations is my forte. I have an exceptional ability to analyze financial data and a proven track record of providing strategic tax planning services, particularly for high-net-worth individuals and businesses - an essential skillset for your specialized clientele. Besides, my skills include financial analysis which makes me more capable of generating precise and clear financial reports that would be imperative for stakeholders within your firm. On top of all this, my proficiency in various accounting tools such as Thomson Reuters Practice CS, Ultra Tax, Sureprep etc., including QuickBooks (desktop, online, enterprise) ticks another box in your qualification requirement. My leadership qualities have grown with the roles I've been entrusted with over time; it has given me the needed knack to mentor and develop staff effectively while fostering this desired teamwork environment within the firm. Thanks!
$750 USD in 4 days
7.1
7.1

Drawing on close to a decade of experience as a Chartered Accountant and Certified Public Accountant (US), I believe I bring the perfect blend of skills and expertise to this prestigious position. My extensive background in financial consulting, tax planning, and budgeting aligns seamlessly with both the scope and responsibilities of this role. Furthermore, having operated both within start-up capacities and with established corporations, I am no stranger to adapting quickly to new environments, ensuring smooth transitions during periods of growth or change. As an ethical and pragmatic problem solver, I frequently find myself delivering 'outside-the-box' solutions that reduce unnecessary bureaucracy while maximizing client benefits - precisely what your firm emphasizes. Alongside my acute understanding of the physical demands the tax season often places on accountants, I appreciate the importance of work-life balance. Not only will I meet the demands of this job but also ensure that personal fulfillment is enjoyed by all team members. To sum up, I offer a proven track record as a collaborative team member and leader, able to generate, analyze and present financial data to all stakeholders with clarity and accuracy. I have developed exceptional technical organizational skills allowing me to handle multiple priorities effectively without comprising quality.
$350 USD in 7 days
5.8
5.8

As a seasoned CPA and financial expert, I embody the qualities you seek for this tax accountant position. With more than 8 years of experience in public accounting firms specializing in complex taxation, I have consistently delivered extraordinary results. My most recent role involved preparing and reviewing intricate tax returns, engaging in strategic tax planning for high-net-worth clients, and presenting accurate financial data to key stakeholders- all aligning perfectly with your requirements. We can also bond over our shared emphasis on innovation and entrepreneurship. Throughout my career in various financial roles, I've sought out-of-the-box solutions while avoiding unnecessary bureaucracy- honing a skill that I believe would be particularly advantageous in your firm. Moreover, my proficiencies with key tax and accounting softwares such as Thomson Reuters Practice CS, UltraTax, SurePrep make me a quick learner and adaptable to new environments. Lastly, my commitment to ethics and integrity compels me to provide honest representations of the financial well-being of organizations as seen in my flawless preparation of financial statements which aids transparency and trust with stakeholders- an asset that would be invaluable given your elite clientèle base. If you're looking for a proficient multitasker who can tackle any challenge with monumental enthusiasm within an entrepreneurial culture, then look no further!
$750 USD in 30 days
5.4
5.4

Hello there, With extensive experience in statistical and predictive analytics, My proficiency in SPSS combined with my programming skills in Python will not only ensure an effective data analysis but also allow for flexibility and automation, optimizing efficiency throughout the process. Throughout my career, I have consistently proven my problem-solving mindset transforming complex datasets into clear and actionable insights that clients can use to drive their business forward. Data cleaning and transformation is an often-overlooked area of importance; however, it's where precise analysis begins. My vast experience in this area ensures thorough sorting of your data for accurate analysis - leaving no stone unturned. Lastly, I recognize that clear communication is vital to successful project completion. I assure you of my commitment in communicating regularly and effectively throughout this project, leaving no room for ambiguities. Trusting me with this project will not just avail you of a qualified individual but also someone who is dedicated in leveraging their knowledge and experience for unparalleled client satisfaction.
$250 USD in 2 days
5.0
5.0

Hi there, I have an M.B.A in Business and Finance, and more than 10 years of experience as a business consultant, I have helped clients take off their businesses and reach new heights by optimizing the strategy, research, analyzing their market and competitive position, and creating a clear and compelling business plan to articulate their opportunity. I can surely assist you in writing a business plan. While working on this, I will ensure to provide extensively researched content, which will specifically include an Executive Summary, a Business Overview, an effective Operations Plan, Market analysis and Cost Analysis, Product and Services description, Sales and Marketing strategies, a Competitive Analysis, Management Team, Financial Plan and estimated Projections. My top priority will be helping you with a high-quality write-up for this business plan. As a professional business strategist, carrying a decade of experience in the writing industry, I will be crafting a perfect plan for you that helps you focus on both short-term and long-term goals, making sure your ideas succeed. I have had the pleasure of working on several similar projects with multiple clients over different freelancing platforms; I can deliver quality work to tight deadlines. You can see an example of one of those projects in my portfolio. Feel free to engage me by sending a single text. Regards,
$250 USD in 2 days
4.3
4.3

Dear Hiring Manager, Are you ready to elevate your CPA practice with a technically proficient and innovative Tax Accountant? I would love to demonstrate how my experience can contribute to your esteemed firm. I am excited to apply for the Tax Accountant position to bring my 8 years of expertise in tax preparation and strategic planning to your team. Let's discuss how I can help your firm thrive and schedule a demo at your convenience to explore this opportunity further. Regards, Smith
$500 USD in 7 days
4.5
4.5

Affordable, Early Delivery. ★★★★★★★★★★★★★★I hold a Masters degree which gives me the requisite background to handle writing from various subjects. I am a highly committed person towards my work. You can rely on QualityXenter for quality and consistency in writing. We never violate copyright rules. I have vast amount of experience in this industry since I am working from 2015 as a professional writer. I provide many modifications till to get your satisfactions. I have access to enough journals to use in your research project. I always produce quality work at VERY LOW RATES so, don't worry if you have a low budget for your work, I will be very happy to make a new client like you. I am producing quality work for my clients including ARTICLE WRITING, REPORT WRITING, ESSAY WRITING, RESEARCH PAPERS, BUSINESS PLAN, TECHNICAL WRITING, MATLAB, THESIS, ACCOUNTING & FINANCE work ETC. Go through my profile link https://www.freelancer.com/u/qualityxenter
$250 USD in 1 day
3.8
3.8

Hello, I have Drake Software and an EFIN to file tax returns, and I am a CA and ACCA Tax Accountant with over 8 years of proven experience in public accounting, specializing in individual, corporate (1120/1120S), partnership (1065), and trust tax returns. My expertise includes advanced tax planning for high-net-worth individuals and businesses, compliance review, and financial data analysis. I have hands-on experience with QuickBooks (online/desktop) and exposure to Thomson Reuters tools, and I am adept at supervising and mentoring staff. What excites me most about this opportunity is your firm’s focus on ethics, balance, and innovation—values I share. I bring strong technical skills, leadership experience, and a forward-thinking approach to solving tax challenges. I would welcome the chance for a confidential conversation to explore how my background aligns with your firm’s needs.
$500 USD in 7 days
3.1
3.1

With a thriving career in accounting, my passion for streamlining financial processes and ensuring precision aligns perfectly with this CPA/Tax Accountant position. I possess not only broad knowledge of tax accounting but also extensive experience with tax software including Thomson Reuters Practice CS, UltraTax, Sureprep, Workpaper CS, and QuickBooks. My proficiency in these applications will allow me to jump straight into the role while seamlessly adapting to any additional software your firm utilizes. Moreover, my commitment to staying abreast of ever-changing tax regulations combined with my leadership acumen makes me well-suited to supervise and mentor staff ensuring continued professional growth within your organization. What sets you apart from other firms can be summed up with three things: flexible work style, reasonable workloads, and a strong emphasis on career advancement. These are precisely what I've been looking for to integrate perfectly into my life and maximize my strengths as an accountant. I look forward to the possibility of joining your esteemed team and contributing my skills towards your clients' success. Reliable confidentiality is something I consider crucial; rest assured, all client data I'll deal with will be handled with utmost safety. Let's connect!
$500 USD in 7 days
2.7
2.7

With every project I undertake, my goal is to ensure that clients maintain accurate and organized financial records while making informed decisions based on those records. This proficiency in accounting software like QuickBooks Online will easily translate to the responsibilities of a CPA/Tax Accountant. Not only do I have technical mastery, but my 5+ years of experience also include tax preparation support, preparing me to handle complex individual, business, and trust tax returns. Beyond that, I understand the importance of staying up-to-date on tax regulations, a quality essential for this position. As a passionate and detail-oriented expert who loves swimming in numbers, I assure you I'll be proactive in identifying opportunities to maximize benefits for your high-net-worth clientele while maintaining total compliance. Granted, my experience is predominantly centered around entrepreneurs and small businesses - however, this has shaped me into a problem-solver who can provide "outside-the-box" solutions devoid of unnecessary bureaucracy. My optimistic demeanor lends a vibrant energy to my work which will influence choice bearings for your elite client base. Choosing me means not just hiring an analytical mind but one wired for firm career growth: one cognizant that professionalism extends to personal values like ethics, integrity, and teamwork.
$250 USD in 7 days
0.0
0.0

As an experienced and meticulous bookkeeping professional, I understand the significance of accurate financial records and informed decision-making. My proficiency extends to accounting softwares such as QuickBooks Online, which you mentioned as a plus in this position. I not only save time but also mitigate stress through efficient and detail-oriented work, using my deep understanding of QuickBooks and its intricacies to your advantage. While my skills align well with the technical aspect of this position, it is the intangible qualities that truly set me apart. Just like you highlighted, I value ethics, integrity, and teamwork which are quintessential to navigate the challenges of the taxation field successfully. My ability to balance multiple priorities, deliver "outside-the-box" solutions while avoiding unnecessary bureaucracy are qualities you're looking for. If hired, I would use my 5+ years of bookkeeping experience along with strong problem-solving abilities to contribute significantly to the success of your boutique CPA firm in Monterey County. Trust me to maximize client benefits through proactive identification of opportunities while ensuring compliance with tax regulations. So why not make tax seasons less daunting? Let's connect and streamline your financial journey together!
$400 USD in 7 days
0.0
0.0

As an experienced Chartered Accountant with a track record spanning over a decade, I strongly believe that my skill set aligns perfectly with the requirements of this outstanding opportunity you have posted. Having conducted comprehensive financial audits throughout my career to ensure adherence to the latest regulations and best practices, I am well-versed in the complexities of tax accounting and preparation. My expertise also extends to offering strategic insights, particularly to high-net-worth individuals and businesses, a crucial requirement for your position. During my tenure, I have consistently utilized advanced data analysis tools to interpret financial information and provide precise and clear reports an important skill considering your firm’s focus on catering to an elite clientele. Moreover, I am no stranger to leadership responsibilities having supervised teams during audits. Hence, fostering teamwork and growth within the firm as well as training and developing staff comes naturally to me.
$270 USD in 7 days
0.0
0.0

Drawing on my decade-long experience in financial consulting and accounting, I possess a comprehensive understanding of tax regulations and strategies relevant to high-net-worth individuals and businesses. By offering personalized, hands-on attention to your tax planning processes, I ensure compliance without losing sight of opportunities for maximizing your benefits. My proficiency in Thomson Reuters Practice CS, UltraTax, Sureprep, Workpaper CS makes me an asset for efficiently preparing, reviewing complex individual, business, and trust tax returns. Being a CPA based in California and having worked extensively within a Public Accounting Firm setting, I have developed exceptional organizational skills which allow me to balance multiple priorities successfully. Overall, my approach centers around saving businesses valuable time by streamlining financial processes while promising accuracy and clarity. As a balanced individual who values ethics and integrity just like your firm does, the role resonates with my ethos. I'm absolutely keen on scheduling a confidential conversation to help evaluate if we align well on the shared goal of personal satisfaction along with long-term career success.
$450 USD in 7 days
0.0
0.0

Hi, I am a UK-qualified CPA with over 7 years of hands-on experience in accounting, tax return preparation, and financial management. I have worked extensively with multiple accounting software, including QuickBooks and similar platforms, ensuring accurate and timely reporting. My experience as a CFO for more than 7 years has strengthened my skills in strategic tax planning, compliance, and financial analysis for individuals, businesses, and trusts. I can prepare and review complex tax returns, provide valuable tax strategies for high-net-worth clients, and present financial data with clarity. I value accuracy, ethics, and client satisfaction, and I am committed to delivering quality results while maintaining confidentiality. My goal is to help your firm meet deadlines, maximize tax benefits, and foster growth. Afshan F CPA
$250 USD in 1 day
2.9
2.9

Ideal candidate: Chartered Accountant with Excel, BI, global experience & precise, result-driven insights.
$500 USD in 7 days
0.0
0.0

Hello Norm, I am very interested in the CPA / Tax Accountant position with your client in Monterey County. With extensive experience in accounting, tax compliance, and financial reporting, I have developed a strong foundation in preparing and reviewing complex returns for individuals, corporations (1120/1120S), and partnerships (1065). I bring not only technical expertise but also a client-focused approach, ensuring compliance while maximizing opportunities for tax planning and financial efficiency. I am a detail-oriented professional who thrives in collaborative environments where growth and integrity are valued. My background includes working with QuickBooks (both desktop and online) and developing structured processes that improve accuracy and save time. I also have experience mentoring staff, streamlining workflows, and providing “outside-the-box” solutions to meet unique client needs. What I appreciate most about this role is the balance your firm emphasizes — a supportive culture, professional advancement, and respect for work-life balance. I believe my combination of technical tax expertise, leadership experience, and dedication to client service would make me a strong contributor to your team. I would welcome the opportunity to have a confidential conversation to learn more about your client’s needs and how I can contribute.
$500 USD in 7 days
0.0
0.0

Saint Helena, United States
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