Posted: Tuesday, March 6, 2018 5:19 AM
Job Description THE OPPORTUNITY The goal of Fountainhead Wealth is to develop better relationships with our clients; relationships that are planning-centered and built on a foundation of values. Our culture is the key to the success of our company and we place an extarordinarily high value on leadership, energy, accountability and teamwork. As a Senior Tax Associate with Fountainhead Wealth, you will work with a team of professionals with a wide range of expertise and work directly with our clients' personal, business and trust tax returns. This position will report to the Managing Partner of our tax practice and to the CEO. This position is based in Sacramento. ABOUT THIS POSITION : Prepare schedules and calculations for federal and state income tax filings for partnership and corporation tax returns Prepare schedules and calculations for federal and state income tax filings for individuals. Prepare income tax extensions and estimated tax payment calculations. Prepare and assist with fixed assets schedules and depreciation calculations. Prepare tax planning projections for use in hourly and/or fixed fee engagements Assist with research and review of IRS issued audit and correction notices. Assist with month-end tax close processes (ie journal entries, account reconciliations, etc.). Perform research on tax issues. Other work related tasks / ad-hoc reporting as needed COMPENSATION & BENEFITS $62,400-83,200 per year, depending on qualifications and experience Paid Vacation, Medical/Dental/Vision, Retirement Plan matching contribution ABOUT YOU The ideal candidate will have 5+ years of tax planning and preparation experience. We are looking for a partner to share in our success; someone with excellent communication and people skills. It is absolutely essential that all of our Associates be team oriented and accountable. We are looking for: Hard Skills and Experience: 5+ Years of tax planning and preparation experience, preferably client-facing A CPA or EA (a very strong candidate will be considered who is not a CPA or EA) Bachelor's Degree in Finance, Accounting or Business Soft Skills and "Fit" Exceptional attitude Strong work ethic Leadership Skills Relationship oriented Dependable and accountable Genuine interest in helping others Company Description Fountainhead Wealth is a wealth management firm specializing in Financial Planning, Portfolio Management & Tax Consulting. Founded in 2005, the company focuses on strategies designed to achieve "best outcomes", not just simply maximizing returns by taking greater risks. The goal of Fountainhead Wealth is to develop better relationships with our clients; relationships that are planning-centered and built on a foundation of values. Our culture is the center of our universe and we value leadership, accountability and teamwork. Fountainhead Wealth is always looking to connect with the right people, whether potential clients, new team members or other professionals that share our vision and our values. Does that sound like you? Let's start a conversation.
• Location: Elk Grove, Sacramento
• Post ID: 22495267 sacramento