Senior Tax Accountant

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Aliso Viejo, California

JOB DETAILS
SKILLS
Accounting, Bookkeeping, Business Growth, Certified Public Accountant (CPA), Consulting, Desktop PC, Entrepreneurship, Financial Analysis, Intuit Quickbooks, Microsoft Excel, Office Suites, Professional Services, Real Estate, Risk, Small Business, Tax Accounting, Tax Returns
LOCATION
Aliso Viejo, California
POSTED
5 days ago

Let’s face it, nobody cares about a common, puffed-up job description about us.

 

So, let’s make this about you.


It’s about you desiring something more challenging, but you’re too busy with “work” to go find it.


It’s about you aligning with company values in a way that allows you to thrive personally and professionally. 


And it is about you tackling really hard challenges that lead to win-win outcomes for yourself, the company, and the customers you serve.

 

Imagine yourself helping a diverse set of companies who truly value your work! Supporting the human function of risk that is called entrepreneurship.  This is an opportunity for you to make a huge impact in companies that are


In the first 90 days, you will conquer the following:

  • Learn processes & procedures, review prepared financials and provide direction to team members to bring 3 recommendations to increase efficiency to the review cycle
  • Present a solution for operational consistency in client deliverables of tax returns 
  • Complete your first full tax return project from start to finish with complete autonomy


Daily responsibilities include:

  • Preparation of tax returns using Lacerte
  • Preparation, account, and financial statements analysis in Quickbooks (Desktop and Online)
  • Proficient in CFS TaxTools for payroll & 1099’s and client tax projections
  • Highly Proficient in Microsoft Excel as well as the complete Office 365 suite 
  • Passionate about creating accounting & bookkeeping systems and procedures


You are the right person if you are a Staff Tax Accountant with experience preparing tax returns in a professional CPA office environment. CPA is highly desirable.


About Us

Be part of a dedicated and responsive team that thrives on playful humor in a sink-or-swim environment. 


We are Clarity Group Financial!


Clarity Group Financial was founded by CPAs who wanted to bring greater prestige and a high-touch level of service to our small business clients. 


We are a boutique CPA consulting firm created specifically to suit the needs of today’s entrepreneurial businesses. While our clients are diverse, this is the spirit that brings us together. 


We specialize in professional services firms whose businesses are growing and require our unique expertise. We specialize in entrepreneurs who run multiple businesses, including doctors, lawyers, and real estate professionals.  Clarity Group Financial is headquartered in Aliso Viejo, California.


Here’s your Call To Action!

We hire talented people based on value alignment first. Followed by your proven track record of accomplishments. It is important to note that we don't hire based on checking off boxes of a wish list of requirements. 


If you have read this far, you have grit and we should meet!


While a resume is important (which we welcome you to send), we would like to get to know you as a person. Please reach out and let us know the answers to these three important questions:

What do you feel you are capable of achieving? 

What is the most significant impact you have had in your current/former role?

How can we best reach you for a conversation this week?


** Please note that just sending a resume or providing canned responses will not receive a response.




About the Company

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