Tax Strategist

Job Description

At Vertical Street Ventures CPA, we are building a community where you can work with diverse individuals and businesses and explore new ways of thinking. We are committed to growing and expanding the capabilities of our people. Our staff are teachers and learners who work aloud and share their knowledge to enhance each others growth. It is the unique contributions of all our staff that drive our success. Our firm continuously strives to develop a fun, diverse, and inclusive firm culture with work-life balance. If you share our values and our enthusiasm, you will find a home at Vertical Street Ventures CPA!

Some of the benefits you will enjoy working at Vertical Street Ventures CPA include:

• Very reasonable work/life balance and flexible schedules
• Open door policy with Partners and Managers
• Support and financial assistance in obtaining CPA and other credentials

The ideal candidate will have a minimum of 2 year's public accounting experience. CPA or CPA candidate preferred but not required. Primary responsibilities will include working with a variety of individual, business and high net worth individuals on tax advisory services, planning and preparation. Real estate tax and accounting experience preferred.

Summary of Responsibilities

Participate in client engagements by providing corporate, partnership and individual tax services; devise, plan and execute tax strategies and research potential tax issues. Prepare and/or review returns for corporate, partnership, estates, trusts or individuals, including federal, foreign, state and local tax returns, estimated payments and extensions.

Essential Functions

• Preparing and reviewing tax returns for entities and individuals
• Tax planning for closely held businesses and their owners
• Build relationships with existing clients
• Perform tax research
• Resolve tax notices from IRS or other tax authorities

Job Qualifications

• Excellent written and verbal communication skills
• Punctual and detail oriented
• Ability to perform several tasks concurrently with ease and professionalism
• Ability to effectively operate office equipment and a variety of computer programs
• Able to work effectively with staff members, clients, and vendors

Education/Experience

• 2 years Public Accounting
• Bachelor's degree in Accounting, Business Administration, Finance or related field; Master of Tax desirable
• CPA candidate or CPA License preferred; but not required. If not a CPA, must meet educational requirements to sit for the CPA exam

Job Details & Benefits:

• Full-time
• 8 hour shift
• Monday to Friday
• Paid time off for all major holidays
• Generous PTO benefits
• Medical, Dental, Vision, and Life insurance benefits

Experience:

• Tax experience: 2 years (Preferred)
• Public accounting: 2 years (Preferred)

License/Certification: CPA (Preferred)

Work Location: Remote, Office Location: Anaheim Hills, CA

Preference given to candidates residing in Southern California or greater Phoenix area