Herbert Financial Group · 1 day ago
Tax Preparer
Monrovia, CA
Full-time
Onsite
New Grad, Entry LevelHerbert Financial Group is a trusted provider of financial solutions for businesses, specializing in tax strategy and asset protection. They are seeking a Tax Preparer who will be responsible for preparing tax returns, analyzing financial statements, and ensuring compliance with tax laws.
Financial Services
Hiring Manager
Bryan Klatt
Responsibilities
Preparing individual and business tax returns
Analyzing financial statements
Ensuring compliance with tax laws and regulations
Identifying tax-saving strategies
Advising clients on financial practices
Staying updated on changes in tax law
Collaborating with clients and team members to deliver exceptional service
Qualification
Required
Knowledge and experience in Tax Preparation, Tax, and Tax Law
Proficiency in preparing and analyzing Financial Statements
Strong understanding of Finance principles and strategies
Detail-oriented with excellent problem-solving and organizational skills
Strong communication and client relationship management skills
Bachelor's degree in Accounting, Finance, or a related field
Preferred
CPA certification or equivalent is a plus
Familiarity with tax software and financial tools is advantageous
Company
Herbert Financial Group
Herbert Financial has been serving business financial needs for the past 19 years.
Founded in 2021
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Tania Herbert, MBA
Founder-President
Company data provided by crunchbase