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3 days ago
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cpa excel gift_tax lacerte
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πŸ“‹ Description

  • Tax Manager for Folsom, CA, Vancouver, WA, or Pleasant Hill, CA offices.
  • Responsible for federal, state and local income tax prep, projections and analysis.
  • Client-facing role supporting advisors and planning team.
  • Hybrid role based near one of our offices.
  • Exempt, full-time position out of Folsom, CA.
  • Base salary range: $100k-$150k/year plus benefits.

🎯 Requirements

  • BS/BA Degree, accounting preferred
  • Valid CPA license
  • 6+ years in individual, trust and gift tax return prep and review
  • Form 1041 Estate & Gift tax return experience
  • Proficiency in income tax planning and compliance
  • Intuit Lacerte tax software experience preferred

🎁 Benefits

  • Medical and Kaiser health plans
  • Dental insurance
  • Vision insurance with VSP
  • Flexible spending accounts and HSA options
  • Generous 401K contributions
  • Flexible working arrangements
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