Certified Public Accountant jobs in United States
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Liberty Group · 1 month ago

Certified Public Accountant

positionOakland, CA
timeContract
remoteHybrid
senioritySenior Level
date5+ years exp

Liberty Group is seeking a detail-oriented and experienced CPA Tax Accountant to join their team. The ideal candidate will work directly with Liberty Wealth Management clients to create strategies addressing their financial needs, including tax preparation, compliance, and advisory services.

AdviceFinanceFinancial ServicesRetirement

Responsibilities

Tax Preparation & Filing: Prepare and file federal, state, and local tax returns for individuals, businesses, and organizations
Tax Planning & Compliance: Advise clients on tax strategies to minimize liabilities while ensuring full compliance with applicable tax laws and regulations
Financial Analysis: Analyze financial statements and records to identify potential tax savings and risks
Audit Support: Assist clients with tax audits, respond to IRS inquiries, and provide documentation as needed
Regulatory Compliance: Stay updated on tax laws, industry trends, and new regulations that may impact clients
Client Consultation: Provide timely tax planning and advisory services by answering questions and providing requested tax planning and preparation deliverables
Record-Keeping & Documentation: Maintain accurate tax records, reports, and documentation for internal and external audits
Presentations: Participate in marketing webinars/seminars representing the tax planning aspect of our business

Qualification

Certified Public AccountantTax software proficiencyTax accounting experienceTax lawsAnalytical skillsCommunication skillsStock optionsEstate planningInterpersonal skillsAttention to detailProblem-solving skills

Required

Certified Public Accountant (CPA) or Enrolled Agent (EA) designation required
Proficiency in tax software (Lacerte and Drake) required
Minimum 5 years of tax accounting experience in public accounting or a corporate tax environment required
Proven ability to handle and manage tax services for 200+ households required
Experience with stock options is required
Bachelor's degree in accounting, Finance, or a related field (master's in taxation is a plus)
Strong understanding of tax laws, accounting principles, and financial reporting
Strong interpersonal skills: Must have a pleasant attitude, team player, and excellent coaching abilities
Excellent analytical and problem-solving skills
Strong communication and interpersonal skills for client interactions
High attention to detail and ability to meet deadlines
Experience filing 706 and 709s
Experience with tax preparation for estate planning and trusts

Preferred

Experience working with high-net-worth individuals or business entities
Familiarity with IRS audit procedures and tax dispute resolution
Experience working with Financial Wealth Companies strongly preferred

Company

Liberty Group

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Liberty Group is providing a retirement financial advisory service.
dateFounded in 1999
location
Oakland, California, USA
people-size11-50 employees
web-link
https://libertygroupllc.com

Funding

Current Stage
Early Stage

Leadership Team

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Candace Hamilton
Chief Compliance Officer
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David Hollander
President & Founder
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Company data provided by crunchbase