Job Openings

August 2017

Front Office Specialist

We are looking for a front office specialist to professionally handle client service, administrative support, and clerical functions. Front office responsibilities include warmly welcoming all clients & prospects, screening and directing calls, taking and relaying messages, scheduling appointments, providing information about our firm, making client service calls, and assisting with marketing campaigns. Other tasks include filing, typing, copying and scanning documents, and general administrative support as needed.

Ideal candidates must have excellent telephone skills, strong verbal and written communication skills, experience and comfort with Microsoft Office applications (Word, Excel, Outlook, Publisher), be well organized, have an eye for detail, be self-motivated, have good people skills, and a can-do attitude.

This is a full-time position, with an hourly rate of compensation between $16 and $19 per hour, depending on your level of skill and experience; seven paid holidays per year plus 1 week sick leave, and vacation accrual.

We are a small, professional office where quality and integrity are high priorities. Located near Coddingtown in Santa Rosa, we provide a professional working environment, with a friendly and warm atmosphere. We believe in serving our clients well, being prompt, courteous, honest, and accurate while offering comprehensive wealth management, tax, and financial advice.

If you fit these criteria and would like to pursue this opportunity, help us get to know you better by sending us your resume along with a letter telling us a little more about yourself.

Here is the information that must be contained in your letter:

  • Explain why this position appeals to you.
  • Explain what you feel your special qualifications are. Be specific about your talents, experience, or skills and what makes you uniquely qualified for this position. In other words, what sets you apart?
  • Include your salary history.
  • Include your contact information and when is the best time to contact you if you are selected for an interview.

Email your cover letter and resume to kelly@taxwiseadvisor.com or fax to 707-576-8776. No telephone calls, please! We will review your letter and resume and if you sound like a good fit for the team, you will be called for a phone interview. After the phone interview, we will discuss arranging an in-person interview.

Thanks for checking out this opportunity and best wishes to you in your career search.

 

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.

 

May 2017

CPA/Tax Partner

Montgomery Taylor, an established CPA firm in Santa Rosa, California, is seeking a motivated, hands on, CPA/Tax Partner. We are seeking an experienced tax manager to prepare and review complex trust, estate, corporation, partnership, and individual income tax returns. This is a long-term growth opportunity for the right candidate, which will include a planned partnership interest. We are a high growth, high profile firm offering tax and wealth management services.

This position is the only Tax Manager position in our firm. This manager is a key person and must be capable of managing all aspects of the tax department; tax work, managing and training people, and setting policy and procedure.

Our CPA firm has a sister company, Montgomery Taylor & Company, which is a Registered Investment Advisor, offering investment management, wealth management, and financial planning services. These services have been a part of our offering since the very beginning and are very well established. Participation in our holistic approach to wealth and tax strategies for clients are among your responsibilities.

Qualifications

  • Bachelor’s degree in Accounting or related field required
  • Licensed CPA required
  • 4+ years of public accounting or related experience
  • 4+ years of tax preparation experience
  • 1+ year(s) of review experience
  • Proficient in corporate, individual, partnership, and trust taxation
  • Proven ability to research complex tax issues and develop tax planning strategies
  • Previous experience in supervising and training staff is required
  • Excellent people and communication skills
  • A polished presence and professional attire
  • Strong computer skills (Quickbooks, Excel, Word, Powerpoint)
  • Extensive experience with Lacerte is a plus

Compensation

The compensation for this position includes a competitive salary DOE, 75% employer paid health, dental, and vision care for you and your dependents, a 401(k) retirement plan, 7 paid holidays, 5 paid sick days, 3 weeks paid vacation, and CPE reimbursement.

 

Montgomery Taylor Family of Companies is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.