Herbert Financial Group · 5 hours ago
Certified Public Accountant
Monrovia, CA
Full-time
Onsite
Mid, Senior Level
$130K/yr - $150K/yrHerbert Financial Group has been dedicated to serving business financial needs for nearly two decades. The Certified Public Accountant will play a pivotal role in corporate taxation and financial reporting, focusing on tax strategy, compliance, and value-driven financial planning for corporate clients.
Financial Services
Responsibilities
Prepare, analyze, and optimize corporate tax returns and related schedules for entities including C-Corporations, S-C Corporations, partnerships, and private equity-backed structures
Develop and implement comprehensive business tax strategies to minimize liabilities, maximize after-tax profits, and ensure alignment with corporate objectives
Compile, review, and analyze financial statements to support tax reporting requirements and provide insights for management decisions
Ensure compliance with federal, state, and local tax laws, regulations, and filing deadlines; monitor changes in tax policy that impact corporate clients
Advise on tax-efficient corporate structuring, acquisitions, reorganizations, and other transactions; support due diligence and post-deal integration from a tax perspective
Collaborate with internal teams (legal, treasury, accounting, and advisory) to meet clients’ financial planning and tax planning needs
Provide strategic tax consulting to optimize cash flow, credits, incentives, and depreciation strategies (e.g., Section 174, 168(k) bonus depreciation, Section 199 deduction, state conformity issues)
Review internal controls related to tax processes and assist in the implementation of robust tax governance and ERP integration
Prepare and present tax-related findings and recommendations to clients and senior management
Qualification
Required
Certified Public Accountant (CPA) with strong expertise in corporate taxation and financial reporting
Proven experience in corporate tax compliance, tax planning, and strategic advisory for diverse corporate client bases
In-depth knowledge of U.S. federal and state tax regimes, accounting for income taxes (ASC 740), and financial statement analysis
Ability to translate complex tax concepts into actionable business strategies for executives and stakeholders
Strong communication, project management, and client-facing skills
Detail-oriented with a proactive approach to staying current on tax regulations and industry trends
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