Our company is seeking the right candidate to join our tax practice.
This is a golden opportunity.
Why This Opportunity?
The right candidate possesses passion for tax practice and client service.
The right candidate will have opportunity to grow immensely. The right candidate will be mentee of one of California's leading tax practitioners. The right candidate will view this opportunity as a destination, not a stepping stone. This could be a long-term career situation.
We have terrific clients, interesting projects, and a large referral basis.
There is a sincere path to partner for the right person – however, there is no "up or out" mentality. This could be your last job.
Requirements
The candidate must be able to work independently, with the ability to finish and sign tax returns, and to supervise and instruct others. Duties will include:
- Prepare income, gift, and estate tax returns
- Perform tax projections
- Represent clients in IRS audits and appeals
- Assist clients closing their books (e.g., YE journal entries toward accurate balance sheet and income statement)
- Perform special projects that arise from time to time
- Supervise team members
Absolute Must-Haves
The right candidate must have the following:
- California CPA license
- Hands-on recent tax preparation experience for 1040, corporations, LLCs, estates, and trusts
- Recent hands-on experience with debits and credits
- Recent hands-on experience with QuickBooks
- Proficiency in MS Office (word, outlook, excel, etc.)
- Proficiency in Lacerte or similar tax prep software (e.g., prosystems)
Tax research skills are a plus, but not necessary. Advanced degree is a plus, but not necessary. Financial statement audit, review, or compilation experience is a plus, but not necessary. Good grades in college, particularly in accounting, finance, and tax courses, are definitely a plus.
About the Company
Our company is a boutique for tax and legal services, in Lafayette for over 15 years. The owner is a leading tax practitioner, CPA, and tax attorney, with over 30 years' experience in tax, real estate, and financial consulting. In addition to the tax practice in which the candidate will be directly involved, the company provides the following services:
- 1031 exchanges (as tax consultant and as qualified intermediary)
- Estate planning, including preparation of wills, revocable trusts, and related work
- Trust litigation
- Probate
- Post-mortem trust administration
- General civil litigation
- Real estate transactions, such as purchase and sale transactions
- Business transactions, such as business or real estate loans or purchase and sale of businesses or assets
- Short sales consulting
- Provider of CPA continuing education courses in 1031 exchanges and real estate taxation generally
As time, interest, and acumen permit, and with the consent of all, the candidate may become involved in one or more of these areas, either assisting or as primary service provider.
Probably most importantly, our company takes "fit" very seriously. We like our small, nimble size. We have a flat organization chart. We operate as a team. With the proper nurture and training, our company desires each of our employees to perform with a high degree of autonomy. We make quick decisions, and we hate staff meetings. We try to resolve issues quickly before they get out of hand, and try to avoid office politics like the plague. We offer flex-time and a relaxed, friendly office environment, though we take our jobs very seriously. We offer encouragement rather than derisive feedback. We don't mind mistakes that don't repeat themselves.
We dress casually, typically "golf attire" including Bermuda shorts in the warmer weather, and we hate long commutes to San Francisco or Silicon Valley.
Our clients love us, and we take time to make sure the fit is correct for the client and our office (we will terminate a client relationship that goes sour).
We offer flex-time and a relaxed, friendly office environment. We offer encouragement rather than ridicule.
Other Considerations
Tax season runs roughly from February 15 to April 15 with additional "bulge" periods in September and October. We try our very best to stay under 50 hours per week during tax season for each employee.
We don't do bookkeeping or provide write-up services.
We don't do financial statement audits, reviews, or compilations.
We don't do property tax returns, payroll taxes, or sales taxes.
All work will be performed at the company's office. No telecommuting, no taking work home, etc.
Your Next Move
If you are interested, send a brief letter with your resume explaining why you are the right candidate.
Send cover letter and resume to tax@goscott.com.
Principals only. Employment agencies and recruiters: please don't contact our company.
G. Scott Haislet
3445 Mt. Diablo Blvd.
Lafayette, California 94549
Office phone (925) 283-1031
Facsimile (925) 283-3850
tax@goscott.com