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Certified Public Accountant (CPA)

Chatterton & Associates

This is a Full-time position in Anaheim, CA posted July 13, 2022.

Job description

Company Background:

We aim to be the best employer you have ever had; we consider it our goal to be the last employer you will ever have because you are delighted to stay for years until you want to retire. Chatterton has taken a wholistic approach to serving our clients with incredible financial planning for more than 25 years and our growth to a firm with over $1 Billion in assets under management shows the results. We incorporate a 3-in-1 strategy to ensure that clients are getting the best and most comprehensive service we can offer by having an in-house tax preparation team and partnering with an estate planning firm also in our main office (wealth, tax, estate).

Job Description:

Tax preparer will be responsible for overseeing and preparing Tax Returns primarily for Individuals, but also for some small businesses (C-Corp, S-Corp, LLC), and additional less-common return types (Schedule E, Trusts, K-1s, Like-Kind Exchanges, etc.)

The wealth and tax teams work closely together, so one or more financial planners will be your best friends in the tax projection and recommendation season.

What to Expect:

Tax Preparation Season (as is standard, during tax-season hours will be longer)

Slower months are May-August

Sept-Oct. Filing for clients with tax extensions

Oct. 15 th through end of year, tax projections for wealth management clients

Other Possible Duties:

Bookkeeper for business clients (QuickBooks Online)

Bookkeeping client support and advice

Bank and Credit Card Reconciliations

Monthly, Quarterly, and Annual returns and filings

Sales Tax & Payroll Tax Returns

Client 1099 Preparation

Qualifications:

CPA with 5 years of tax preparation experience

Experience with Trust, Estate, and Business Tax Returns

Well-versed in Income Tax Laws and Opportunities

Proactive with training and education (you always want to know more)

A trustworthy and fun-loving personality

An overwhelming desire to help people with their long term financial goals

A willingness to work as a team as hard as you work for your clients

The need to always do the right thing for the client

Bonus points for an MBA or MS in Taxation

Pay and Benefits:

Pay will be very competitive; will have the ability to grow with the firm

This will be a full-time salary position with a base pay and bonus structure

All the normal benefits (401k plan, Medical, Dental, Vision, Life Insurance)

Paid Professional Dues

Paid Continuing Education and Designations

Company Paid Events (will you take the bowling trophy this year?)

Annual Spa Weekend family event

Job Requirements:

Other Possible Duties:

Bookkeeper for business clients (QuickBooks Online)

Bookkeeping client support and advice

Bank and Credit Card Reconciliations

Monthly, Quarterly, and Annual returns and filings

Sales Tax & Payroll Tax Returns

Client 1099 Preparation

Qualifications:

 CPA with 5 years of tax preparation experience

 Experience with Trust, Estate, and Business Tax Returns

 Well-versed in Income Tax Laws and Opportunities

 Proactive with training and education (you always want to know more)

 A trustworthy and fun-loving personality

 An overwhelming desire to help people with their long term financial goals

 A willingness to work as a team as hard as you work for your clients

 The need to always do the right thing for the client

 Bonus points for an MBA or MS in Taxation

Pay and Benefits:

Pay will be very competitive; will have the ability to grow with the firm

This will be a full-time salary position with a base pay and bonus structure

All the normal benefits (401k plan, Medical, Dental, Vision, Life Insurance)

Paid Professional Dues

Paid Continuing Education and Designations

Company Paid Events (will you take the bowling trophy this year?)

Annual Spa Weekend family event

...