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CPA Licensed Tax Planner

Company: VirtualVocations
Location: El Cajon
Posted on: February 1, 2025

Job Description:

A company is looking for a Tax Planning professional.
Key Responsibilities

Serve as the subject matter expert for clients on tax questions through various communication channels
Collaborate with external tax and accounting partners to ensure accurate returns and filings
Establish processes for scaling the tax program and track work streams

Required Qualifications

CPA, CFP, or EA; PFS credential is a plus
Experience with 1040, Schedule C, 1065, 1120, and 1120-S forms
Background in tax planning and optimization
Comfortable with digital tools and automation

Keywords: VirtualVocations, Chino Hills , CPA Licensed Tax Planner, Accounting, Auditing , El Cajon, California

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