• Location: San Diego CA
• Type: Perm
• Job #26845

Company Overview:
A leading integrated, fee-only RIA in the United States, it delivers a differentiated wealth management experience through a unique partnership model. They are seeking a motivated individual to join their team and contribute to their mission of exceeding client expectations and establishing lasting legacies.

Job Responsibilities:

• Contribute to client satisfaction by providing timely and effective responses to client needs and concerns.
• Prepare and self-review work products for completeness and accuracy, focusing on high-net-worth individuals, fiduciary tax, not-for-profit compliance, and entity tax filings.
• Assist in the research of complex tax issues and develop quality, practical income tax planning services.
• Work within a small team environment to deliver integrated family office services to clients.
• Facilitate communications and provide assistance to team members by sharing knowledge to enhance service delivery.

Qualifications:

• Bachelor’s degree in accounting.
• 4-6 years of related work experience in a tax or family office practice, with an emphasis on individual and fiduciary experience.
• Proficiency in compliance technology applications including Pro Systems, BNA Income Tax Planner, and Microsoft products.
• CPA or CPA exam parts passed preferred.
• Knowledge of CCH Engagement and CCH Axcess Tax is a plus.

Compensation:
Salary: $105,000 – $130,000, Plus Bonus