Commercial Lines Account Manager (HYBRID-Must have real estate exp.) (Walnut Creek)
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Salary: $130,000 - $180,000 per year A bit about us: We are a premier accounting and business advisory firm with a focus on providing personalized, high-quality services to our clients. With over 50 years of experience, our team has built a reputation for delivering expert advice and innovative solutions to businesses and individuals in the Northern Virginia and Washington DC metropolitan areas. Our highly qualified professionals are committed to understanding each client's unique needs and providing tailored solutions to help them achieve their financial goals. Whether it's tax planning, accounting services, business consulting, or wealth management, we are dedicated to helping our clients succeed. We are a Top 300 ranked CPA in the nation. We pride ourselves with awesome client reviews and satisfaction along with a great work/life balance. Why join us?
- Base Salary: $130,000 - $180,000
- Quarterly bonuses
- Paid Holidays
- 401k
- PTO
- Shortened seasonal work weeks
- Profit-sharing plan
- HSA-compatible health plan
- Life insurance
- Preparing and reviewing a variety of tax returns for multiple clients
- Demonstrating passion for this unique tax area.
- Identifying tax planning and consulting opportunities.
- Developing a relationship with and maintaining contact with clients.
- Proactively communicating with and managing other staff assigned to the projects.
- Working on complex accounting and/ or tax issues.
- Mentoring and training staff.
- Serving as a resource for CST partners on general returns
- MS in Taxation, MPA or BS in Accounting
- Must have CPA license and 5-7 years of public accounting experience
- Excellent client service skills, strong oral, written and presentation skills and leadership ability
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