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Senior Tax Analyst CPA EA Accounting Degree Pref

GENWEALTH 360 INC

Long Beach, CA

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JOB DETAILS
SALARY
SKILLS
Accounting, Analysis Skills, Certified Public Accountant (CPA), Customer Training, Data Analysis, Dental Insurance, Dentistry, Detail Oriented, Federal Laws and Regulations, Finance, Financial Management, Financial Planning, Financial Strategy, Health Insurance, High Net Worth, Maintain Compliance, Microsoft Excel, Organizational Skills, Problem Solving Skills, State Laws and Regulations, Strategic Analysis, Strategic Planning, Tax Accounting, Tax Planning, Tax Regulations, Tax Returns, Team Player, Time Management, Training/Teaching, Vision Plan
LOCATION
Long Beach, CA
POSTED
30+ days ago
Benefits:
  • 401(k)
  • Dental insurance
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

Are you a highly skilled tax professional with a passion for strategic financial solutions and a keen eye for detail? If you're ready to be part of a dynamic team making a meaningful impact in the lives of high-earning professionals, this is your opportunity.


Company Overview:


At Genwealth 360, we redefine financial planning by integrating tax planning as the cornerstone of our holistic approach. Catering to a clientele of physicians and dentists we pride ourselves on delivering innovative, forward-thinking strategies that go beyond mere compliance. Join us in our mission to empower our clients with knowledge and unparalleled financial solutions.


Position Overview:


As a Strategic Tax Analyst at Genwealth 360, you will be more than a tax expert; you'll be a financial innovator. In this role, you will analyze tax data, identify tax-saving opportunities, prepare tax returns for our high networth medical professionals and practice owners, and ensure compliance, all while contributing to comprehensive financial strategies that optimize our clients' overall fiscal health.


Key Responsibilities:


  • Conduct in-depth tax research and analysis, ensuring alignment with federal, state, and local laws.
  • Prepare and review complex tax returns for high-net-worth individuals and corporate entities.
  • Proactively identify and recommend tax-saving strategies.
  • Collaborate with financial planners to integrate tax strategies into broader financial plans.
  • Stay abreast of tax law changes, translating them into actionable strategies.
  • Educate and advise clients, enhancing their understanding and engagement.
Qualifications:


  • Bachelor's degree in Accounting, Finance, or related field (Master's In Accounting, Enrolled Agent, CPA preferred).
  • 3-5 years of experience in tax analysis/ tax preparation, with a focus on high-net-worth individuals, complex tax planning, and strategic financial management.
  • Profound knowledge of tax laws and regulations.
  • Proficiency in Pro Series and Microsoft Excel.
  • Exceptional analytical, problem-solving, and organizational skills.
  • Ability to thrive in a collaborative environment and meet tight deadlines.
Benefits:


  • Competitive salary of $105,000 per year.
  • A comprehensive benefits package, including healthcare, dental, and retirement plans.
  • Unique professional development opportunities, including on-going training and mentorship.
  • A collaborative, supportive, and innovative work culture.
  • Pathways for career growth and advancement in a pioneering financial firm.
How to Apply:


Are you ready to join a team where your expertise not only ensures compliance but drives financial innovation? If you're a dedicated tax professional eager to make a significant impact, we want to hear from you. Please submit your resume and a cover letter detailing your qualifications and your vision for the role to admin@genwealth360.com 


Embark on a career that transcends the ordinary. Apply today and become a pivotal part of our trailblazing team at Genwealth 360 Inc.

About the Company

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GENWEALTH 360 INC