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.
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
Additional Salary Information: The compensation for this position includes 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 was founded by Montgomery Taylor in his pursuit to provide the best integrated financial planning, investment and tax services to his clients. As both a Certified Public Accountant and Certified Financial Planner, Monty has over 30 years of investment and financial advisory experience. He has also published three books and is a Best-Selling Author. Surrounding... Monty is a team of Advisers and support staff dedicated to providing high quality, holistic wealth management services.