Estate and Trust CPA Job at Paro, Pleasanton, CA

WDZjSG1QSit1cWhjNTNqbFFGd1VrS2lHc3c9PQ==
  • Paro
  • Pleasanton, CA

Job Description

Estate and Trust, CPA

Do you have experience with estate taxes and are interested in working in the East Bay with a flexible schedule? We have an opportunity for a person to work with our estate and trust group who would like to work full time during tax season and part time after, while still receiving full competitive benefits! We are a well-established 40 person firm located near Walnut Creek, CA that provides growing career opportunities and supports work life balance.

Candidate we are seeking:

Person with a minimum of 5 - 7 years of experience and meets the following qualifications:

  • Experience and interest in the preparation and review of estate and trust returns

  • Has their CPA license

  • Masters in Tax a plus

  • Demonstrates a high level of technical tax proficiency

  • Researches complex tax issues and is a creative problem solver

  • Has well developed consulting and business development skills

  • Excellent written and verbal communication

Your responsibilities:

We are looking for someone to assist with our estate and trust clients. This person will be involved in the preparation and review of estate and trust returns, as well as working with individual tax clients. We are looking for a person who is interested in further developing their expertise in the area of estate planning. This person applies tax expertise and interprets laws, regulations and standards to formulate client related recommendations. They work with partners, clients and senior accountants to identify, explain, and resolve tax issues.

Advantages for you:

  • Successful and growing firm for over 40 years

  • Excellent career opportunities

  • Working with a closely bonded team of professionals

  • Competitive benefits and 401k/Profit Sharing

  • A firm committed to client service resulting in long term relationships and referrals

  • Open door policy with partners and managers for collaboration and support

  • Team building events and camaraderie

Job Tags

Full time, Part time, Flexible hours,

Similar Jobs

Hydro-Thermal

Regional Sales Manager - North Job at Hydro-Thermal

 ...in our industry and in the local communities. The Regional Sales Manager is primarily responsible for developing and securing strategic...  ..., or similar contact resource management (CRM) software. Travel Requirements: The position requires approximately 50% travel... 

MultiTech Systems

Data Entry - Typist Part-Time - Work Online - Remote Job at MultiTech Systems

Working in the Data Entry field is a great way to supplement your income. Looking for both full-time, and part-time employees to work from home. Qualifications Must be able type with accuracy. Computer Skills including internet, e-mail, e-mail attachments,...

Blake Sloan Real Estate

Real Estate Photographer And Videographer - Visual Storyteller For A High-Performance Brand Job at Blake Sloan Real Estate

 ...bring the ambition.Weve got the toolsdrones, cameras, lenses, software. What we need is someone who knows how to bring a story to life through the lens and isnt afraid to chase greatness with us.Responsibilities: Your Role Take jaw-dropping photographs of homes... 

Gulfstream Strategic Placements, LLC

HVAC Service Manager Job at Gulfstream Strategic Placements, LLC

 ...contractor that works on many large mechanical hvac and plumbing projects. This is a full-...  ...Bid-on and accurately attain maintenance service agreements.~Increase, and improve HVAC...  ...work history.~3+ years of Service Management experience.~Strong knowledge in: State... 

flyVENTURE, LLC

Helicopter Tour Pilot - (Tampa, FL) Job at flyVENTURE, LLC

 ...Course (preferred but not required) PIC recent experience (last 90 days) in Robinson R44 Please highlight any non-aviation skills you might have Position participates in FAA Drug and Alcohol TestingProgram NO WALK-INS or CALL-INS PLEASE! Submit your...