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Tax Senior

San Diego

Rowling & Associates

Contact Person
Tara M Weisinger
Tara@rowling.com

Job Summary             

As a member of the Tax Department, the Tax Senior is responsible for supporting the tax team. This includes the review and preparation of federal and state tax filings, tax planning and research.

 

Position Qualifications

  • Bachelor’s (or advanced) degree in accounting 
  • CPA or CPA candidate
  • Minimum 2 years experience in public accounting
  • Strong computer skills; experience with Lacerte Tax a plus
  • Must be organized, detail-oriented and able to multitask
  • Exceptional written and verbal communication skills
  • Ability to interact with clients in a professional manner
  • Team player, collaborative, able to work with others as well as independently
  • Desire and ability to work successfully in a small company environment

 

Duties and Responsibilities

The Tax Senior can expect to focus in the following areas:

 

  • Review and Preparation of federal and state income tax returns including corporate, individual, partnerships and trusts
  • Tax planning and projections
  • Perform research
  • Supervising and performing several engagements simultaneously

 

About Rowling & Associates

Rowling & Associates (R&A) is an award-winning, fee-only registered investment advisory firm located in San Diego, CA. Our firm distinguishes itself as the experts in tax-efficient financial planning. We do this by focusing on complex tax planning strategies and implementing tax-efficient investment techniques. Sheryl Rowling, R&A’s principal, also founded a rebalancing software company called Total Rebalance Expert (TRX). We have a creative and fun work environment where everyone holds themselves accountable.

 

R&A is a progressive team of individuals that fully support each other and enjoy working together. This creates a comfortable, safe environment for our clients to feel at ease discussing their financial situations.

 

We tend to be early adopters of new technology in a rapidly evolving industry. We are currently developing a new service focused on Gen X and Y, recently completed a major rebranding and website overhaul, striving to be completely paperless (we saved over 21 trees last year with our recycling efforts) and continuously figuring out new ways to be more efficient.

 

It’s an exciting time to become a member of the R&A team! We offer an amazing opportunity to work for a fee-only firm where the focus is on helping our clients and not on selling products. You will gain experience in all aspects of tax services. We offer excellent benefits including fully paid health insurance, 401(k), pension plan funded by company contributions, business casual dress (no formal suits allowed!), and free personal training three days per week.

 

Contact

Contact Person Tara M Weisinger Tara@rowling.com

Address 8889 Rio San Diego Drive Ste 202

City San Diego

Zip 92108

Website http://www.rowling.com

Ad Number 00003332