Job Description

Overview:

The CPA Financial Planner (Director Level) will be responsible for internal auditing and owner entities accounting and management.

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Duties and Responsibilities:

• Audit individual accounts on a random or scheduled basis.
• Work with executives and CEO on personal matters.
• Responsible for preparing personal banking/financial functions for personal tax, other business entities and preparing financial statements in collaboration with company CPA.
• Manages personal financial circumstances and provides sound financial recommendations based on analyzed current economic and world news in partnership with the financial advisor.
• Ensures compliance and nimble in tax and estate planning, trust, and foundation management.
• Real estate transactions and accounting.
• Perform bookkeeping tasks and maintain accurate financial records.
• Utilize extensive experience in tax planning to identify opportunities for minimizing tax liabilities and maximizing deductions.
• Conduct thorough reviews of financial statements, records, and reports to ensure accuracy and compliance with accounting principles.
• Collaborate with internal and external stakeholders to analyze financial data and provide valuable insights and recommendations.
• Stay up to date with changes in tax laws and regulations to ensure adherence and implement necessary updates.
• Assist in resolving any tax-related issues or discrepancies that may arise.
• Managing of property companies housing large investments

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Qualifications:

• Minimum 15+ years of private banking experience catering to high- and ultra-high net-worth individuals.
• Bachelor's degree in accounting or similar preferred
• CPA Required
• Excellent knowledge of accounting principles, tax regulations, and compliance requirements.
• Ability to work independently and as part of a team.
• Ability to explain complex accounting data in a simple way.
• Ability to analyze complex systems.
• Problem-solving skills
• Verbal and written communication skills
• Knowledge of accounting and financial software
• Excellent attention to detail
• Previous auditing and tax experience
• High degree of confidentiality

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Personality Traits:

• Action Oriented - Is action oriented and full of energy for the things he/she sees as challenging; not fearful of acting with a minimum of planning; seizes more opportunities than others.
• Functional/Technical Skills - Has the functional and technical knowledge and skills to do the job at a high level of accomplishment. Comfortable dealing with CEO and executives
• Business Acumen - Knows how businesses work; knowledgeable in current and possible future policies, practices, trends, and information affecting his/her business and organization; knows the competition; is aware of how strategies and tactics work in the marketplace.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.

Job Snapshot

• Employee Type:Full-Time
• Location:San Diego, CA
• Job Type:Accounting
• Experience:None
• Education:4 Year Degree
• Date Posted:7/26/2024
• Contact: Cole Cameron (858) 964-0844
• Pay Range: $150,000.00 - $200,000.00 Annually

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