Overview
A sophisticated accounting and advisory practice specializing in serving high-net-worth individuals and their business enterprises, particularly in the real estate industry, is seeking a CPA with 7–10 years of public accounting experience. This is a fully remote opportunity based anywhere in the US, with a preference for a hybrid schedule if located near the Encino office.
Responsibilities
- Prepare and review complex Partnership, S Corporation, Individual, Trust, and Estate tax returns
- Review and adjust client-prepared accounting records
- Prepare compiled and reviewed financial statements
- Participate in proactive tax planning throughout the year
- Coordinate with attorneys, wealth advisors, and other outside advisors
- Perform tax research and prepare written analyses
- Assist with tax controversy examinations and notices
- Maintain direct client relationships and communicate regularly
- Identify planning opportunities and proactively present ideas to clients and partners
- Participate in special projects involving transactions, restructurings, and consulting matters
- Assist with training, mentoring, and developing junior staff
- Support workflow and AI initiatives to improve quality and productivity
Requirements
- Bachelor’s degree in accounting or related field with strong accounting knowledge
- Active CPA license
- 7–10 years of public accounting experience, preferably from a respected mid-to-large local or regional firm
- Significant experience with complex partnership and real estate tax, and high-net-worth clients
- Strong knowledge of 704(b), 704(c), 754, 1031, 163(j), 199A, trusts and estate taxation, pass-through entities, and multi-state tax issues preferred
- Experience with Lacerte, CCH Workstream, SafeSend, Laserfiche, QuickBooks, and Office 365 preferred
- Ability to work 50-55 hours per week during peak tax seasons
- Full-time remote work available; hybrid schedule preferred if near the Encino office
Preferred Qualifications
- Experience serving high-net-worth individuals, real estate owners, family offices, closely held businesses, and complex partnership structures
- Proactive approach to tax planning, consulting, and transaction structuring
- Excellent written and verbal communication skills
- Strong organizational skills and ability to manage multiple client engagements
- Embraces technology and workflow efficiencies, including AI tools
- Self-directed and takes ownership of responsibilities and client relationships
Compensation & Benefits
- Base salary range: $150,000 to $180,000, commensurate with experience
- Biannual performance-based bonuses
- Health, dental, and vision insurance starting day one
- 401(k) savings and investment plan with 4% match
- Flexible PTO policy
- Parental leave
- Financial assistance for advanced education and professional designations
- Opportunities to contribute time to local communities
- Commuter benefits
Location
- Fully remote within the United States
- Hybrid schedule preferred for candidates near the Encino office
Additional Information
This role involves working with a high-touch client base that expects proactive advice and strategic planning beyond tax compliance. The practice maintains a two-level review process to ensure technical quality and client service. Mentorship and professional development are integral parts of the work environment.
Applicants must be authorized to work for any employer in the U.S. The employer is committed to providing accommodations for applicants with disabilities or special needs.