The ideal candidate will be a friendly and personable individual responsible for overseeing all tax-related activities in the organization, meeting or speaking with clients as needed, managing a team of tax preparers and admin staff, and having a strong working knowledge of all software involved, including Lacerte Tax and QBO, and preferably TaxDome. Additional Benefits • Lucrative Bonus Structure (to be discussed) • 401(k) matching • Paid time off • Outstanding company culture • Training/education • Health/vision/dental Responsibilities: • Evaluate tax returns completed by team members and offer guidance and support when necessary • Discover ways to explore opportunities and craft innovative strategies that effectively reduce client tax liabilities • Conduct tax research on client situations as needed • Take charge of organizing and conducting tax audits with the IRS, California Franchise Tax Board, and any other necessary agencies • Understand and navigate our one-of-a-kind process • Make sure to update the team on any new tax laws when necessary Qualifications: • Must have CPA or EA license • At least 5 years of experience in tax preparation required • Must have A solid understanding of Lacerte • Being able to interact with clients and hold appointments is essential • Effective communication abilities combined with sharp analytical skills • A solid understanding of QuickBooks Online (QBO) is highly desirable • Experience with TaxDome is a plus Compensation: $135,000 - $150,000 yearly

• Evaluate tax returns completed by team members and offer guidance and support when necessary • Discover ways to explore opportunities and craft innovative strategies that effectively reduce client tax liabilities • Conduct tax research on client situations as needed • Take charge of organizing and conducting tax audits with the IRS, California Franchise Tax Board, and any other necessary agencies • Understand and navigate our one-of-a-kind process • Make sure to update the team on any new tax laws when necessary • Provide support for various financial projects for business clients, including both ongoing and one-time assignments