Tax Senior or Tax Supervisor
Montgomery Taylor, CPA is looking for a self-motivated individual to join our team as a Tax Senior or Tax Supervisor. The qualified team member is expected to perform the following:
• Work directly with managers and partners on a variety of tax engagements
• Prepare Partnership, Corporation, Fiduciary and Individual tax returns
• Assist management with supervision and training of entry-level staff
• Assist partners and managers on tax planning projects
Montgomery Taylor, CPA is an established CPA/financial advisory firm (fee-only) serving clientele in the northwestern United States from our office in Santa Rosa, California. We are in the family wealth management business focusing on high net worth individuals, families and business owners. Through a planning process built on integrity, knowledge, and attention to every last detail, we seek to guide and inform our clients to successfully navigate the various phases of tax, financial and wealth management. We have been serving this area and market niche for over 25 years and we have a constantly evolving succession plan in place to ensure that we’ll be here 50 years from now. This plan allows employees to become shareholders in the company. So, we are very interested in candidates who want to be part of an ownership team and share in the success of the firm’s growth.
This is a special opportunity unlike most in the public accounting or financial services industry. First, our firm is completely independent, so our loyalty belongs exclusively to our clients. Second, we offer a competitive compensation structure (salary and a bonus) and an equity ownership track for employees who demonstrate hard work and leadership characteristics and support the long-term goals of our firm. You will be a member of a collaborative and supportive team of strong individuals, all working hard to help us grow a successful multigenerational business. At Montgomery Taylor & Company, you won’t “own a job” or be building your own practice; this is not an eat-what-you-kill position, and we’re not that kind of a firm.
A licensed CPA
A minimum of 3 years in public accounting–doing tax prep work
Solid technical knowledge and research skills in tax
Strong analytical and problem solving skills
Excellent written and verbal communication skills
Working knowledge of accounting software systems, such as Lacerte, SurePrep and Quickbooks
Attention to detail
Ability to work overtime as needed
Desire to always be learning and contributing
Salary & Benefits:
Salary is $72,000 to $90,000 DOE. 75% employer paid health, dental and vision care for you and your dependents, a 401(k) retirement plan, CPE and license reimbursement, 7 paid holidays, 5 paid sick day and 2 weeks’ paid vacation.
Seasonal Tax Preparer
Montgomery Taylor, CPA, is a small CPA firm providing tax preparation, tax advice, and accounting services to individuals and small businesses for over 23 years. We are also a wealth management firm!
Our firm is currently seeking a seasonal tax preparer, with hopes of a continued working relationship in future years. To be considered for the position, the candidate must have a minimum of 3 years experience in preparing tax returns and must be able to work independently. CTEC license holders, EA’s or CPA’s are encouraged to apply.
Experience with Lacerte tax software is preferred but not required. Additionally, job candidates should have excellent verbal and written communication skills, strong organizational abilities, the capacity to manage multiple projects at once, and a positive “client always comes first” attitude.
Primary job duties will be preparation and/or review of individual and business income tax returns.
We offer a competitive salary (DOE) and flexible work schedule for the right candidate. Position is available for the tax season and possibly beyond.
A cover letter, resume, and salary requirements MUST be provided with your response for consideration for this position. Please email your response.