California Licensed Senior Tax Advisor

Job Summary

California Licensed Senior Tax Advisor is a full-time, remote position focused on tax preparation and client advisory, requiring strong entrepreneurial and strategic skills.

Key Responsibilities

• Prepare complex individual, business, exempt, and fiduciary tax returns
• Build and maintain client relationships while advising on tax, finance, and business practices
• Identify and resolve complex tax issues and support management with various projects

Required Qualifications, Training, and Education

• 3+ years of experience in tax return preparation
• Thorough understanding of tax, accounting, and finance practices
• Bachelor's Degree required; Master's Degree preferred
• EA or CPA required or actively pursuing licensure