The ideal candidate will be a friendly and personable individual responsible for overseeing all tax-related activities in the organization, meeting or speaking with clients as needed, managing a team of tax preparers and admin staff, and having a strong working knowledge of all software involved, including Lacerte Tax and QBO, and preferably TaxDome.
Additional BenefitsMonthly Car AllowanceLucrative Bonus Structure (to be discussed)401(k) matchingPaid time offOutstanding company cultureTraining/educationHealth/vision/dentalResponsibilitiesLearn and operate in our extremely unique processReview tax returns prepared by staff and coach staff as necessaryIdentify opportunities and creative strategies to minimize client taxesPrepare for and lead tax audits with the IRS, CA FTB, and other agencies as necessaryKeep the team up-to-date on new tax laws as necessaryAssist with additional financial projects for business clients (both recurring and non-recurring)QualificationsStrong knowledge of Lacerte requiredA CPA or EA license requiredAbility to be client-facing and run appointments requiredMinimum 5+ years' of tax preparation experienceStrong communication and analytical skillsStrong knowledge of QBO preferredWorking knowledge of TaxDome preferredA Master's degree in taxation preferredCompensation$175,000 - $200,000 yearly
About CFOmateCFOmate provides a wide range of services to accommodate each client's specific tax and financial situation.
Our goal is to make life easier for clients by providing a one-stop shop for preparing tax returns, starting new businesses, organizing accounting data, and, if necessary, defending audits.
By fostering a culture of continuous learning, collaboration, and community engagement, our mission is to be the leading force in shaping the future of financial and tax solutions, positively impacting clients, employees, and the communities we serve.
CFOmate strives to be the ultimate financial partner for businesses looking to scale to new heights, setting the industry standard for integrity, expertise, and innovation, driven by a relentless commitment to client's success and financial well-being.
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