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Rowling & Associates
Tara M Weisinger
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.
Duties and Responsibilities
The Tax Senior can expect to focus in the following areas:
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 Person Tara M Weisinger
Address 8889 Rio San Diego Drive Ste 202
City San Diego
Ad Number 00003332
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