Accountant/CPA

About the Role

We are seeking a career-minded Accountant or CPA with relevant CPA firm experience to provide tax planning, compliance, accounting, and client services.

Responsibilities

• Prepare tax returns, audits, reviews, and compilations.
• Conduct tax and accounting research.
• Work directly with clients on accounting and tax matters.
• Assist with tax and estate planning.
• Support business development and growth initiatives.
• Provide comprehensive accounting and tax services to a diverse client base.
• Utilize tax, accounting, and research software to support client engagements.

Requirements

• CPA certification and/or Bachelor's degree in Accounting.
• Minimum 3 years of relevant experience in a CPA firm.
• Experience with tax and accounting services.
• Strong client service, communication, and analytical skills.

Skills

• ProSystem fx
• BNA
• Creative Solutions
• QuickBooks
• Online accounting and tax research platforms
• RIA Checkpoint
• Tax planning and compliance
• Audit, review, and compilation experience
• Estate planning experience

Benefits

• Health insurance
• 401(k) plan
• Paid vacation
• Paid holidays
• Paid sick leave
• Client acquisition bonuses and additional incentives

Location: Palm Desert, CA | Work Type: Full-time, Onsite