LMW Financial - Senior Tax Associate or Supervisor

THE FIRM
At LMW Financial, we offer a refreshing departure from the traditional LA tax world. We are a boutique tax and accounting firm, specializing in high-net-worth individuals and closely held businesses, providing comprehensive tax advisory, wealth management, and business consulting services. We take pride in delivering personalized attention and high-quality service to our clients, and equally emphasize a positive, collaborative work environment for our team. While we’re energetic and fast-paced, we work in a relaxed environment and never make you feel like you’re chained to your desk.

THE ROLE
We’re seeking a Senior Tax Associate/Supervisor to join our dynamic team. You’re the kind of tax pro who thrives in a collaborative environment, enjoys leading a team, and appreciates a firm that values work-life balance. You’ll take the lead on preparing and reviewing a wide variety of tax returns, manage tax projections, and provide expert, strategic tax advice. You’ll get into the nitty-gritty, mentoring a talented team on special projects that involve accounting, business management, and consulting services for our clients. If you’re a positive, people-person with a love for tax, we’d be happy for you to apply.

 

RESPONSIBILITIES

• Ability to prepare and review high level partnership, S Corp and individual tax return preparation
• Deliver a full range of tax services for individuals, corporations, partnerships, trusts, etc.
• Ability to provide tax planning, consulting and expertise
• A strong bookkeeping background, preferred
• Coordinate accounting staff and assess their performance
• Improve processes by developing or implementing best practices
• Ability to handle notices and other issues from various tax authorities
• Ability to handle tax research assignments along with analyzing tax code & regulations
• Other duties as assigned

 

QUALIFICATIONS

• Bachelor's degree (Required)
• 5 years of recent tax preparation experience in public accounting required
• 2 years of recent experience reviewing tax returns required
• CPA or EA license, or eligibility and willingness to pursue either preferred
• US work authorization (Required)
• Experience with ProConnect Tax, Karbon, CCH Tax Research, CFS Tax Tools, Microsoft Office, Office Tools, and/or QuickBooks a plus

 

BENEFITS

• Compensation: $100-150k
• Two weeks vacation
• Six sick days
• 401(k) with 4% match
• Health insurance with matching subsidy
• Vision Insurance
• Life Insurance
• We know what you're thinking... you want remote work, but we promise our office is different than the stuffy corproate world you're expecting. Out team actually cares about each other and enjoys spending time togther. Some perks and highlights below:
  • Snacks/food in kitchen and lunches ordered to office
  • Supplies that make employees feel at home
  • Monthly activities like Yoga, walking etc.
  • Post-tax season outings and events

SCHEDULE
Monday to Friday, with overtime during tax season as needed