San Jose, CAHybrid Full-time $100,000.00 - $150,000.00Posted 07/02/2024Top Reasons to Work with UsServe your clients as a true advisor - Individual and Estate/Trust/Gift ClientsFocus on return review - limited management and limited preparationCompetitive Compensation and BenefitsWhat You Need for this Position- Lacerte (required experience)- CPA (required)- Review (required experience)- SmartVault (preferred experience)- SafeSend (experience a plus)- SalesForce (preferred experience)- 1041, Trust Estate Tax, Individual (required experience)What's In It for YouCompetitive compensation and benefitsGreat work life balanceWorking with an established and supportive team to serve your clientsMedical: Blue Shield (HMO, PPOs and HDHP with HSA) plans and Kaiser (HMO and HDHP with HSA) plans for California associatesDental insurance with MetLifeVision insurance with VSPOptional supplemental benefitsHealthcare savings accounts with company contributionFlexible spending accountsFlexible working arrangementsGenerous 401K contributionsExempt associates qualify for our flexible paid time off policy.Non-Exempt associates will receive 25.5 days of paid time off annually, which includes holidays, during the first three years of employment.Option to participate in our Equity Purchase ProgramFuture growth opportunities within the companyBenefits10 Paid holidays per year3+ weeks of PTO30 hours of sick time per year401k with employer match Medical, Dental, Vision, Long Term Disability, Short Term Disability, Accident Insurance, Hospital InsuranceApplicants must be authorized to work in the U.S.Preferred SkillsLacerteCPAreviewSmartVaultSafeSendSalesForceTax ReturnsTax Accounting1041Trust Estate Tax
Location: San Jose, CA
Posted: Sept. 30, 2024, 5:01 p.m.
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