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Certified Public Accountant

Company: Liberty Group, LLC
Location: Oakland
Posted on: April 5, 2021

Job Description:

We are seeking a CPA, Tax Preparer to work directly with our clients. Our team of professionals help customers create a well-thought-out strategy, using a variety of investments and insurance products and services, to address their financial needs and concerns. Come join our team and receive competitive benefits and salary.

  • Meet with current and prospective clients with advisors to provide tax planning and tax preparation work for Liberty clients
  • Analyze tax issues and recommend strategies
  • Maintain positive client relationships
  • Respond timely to clients to answer questions and provide requested tax planning and preparation deliverable
  • Participate in marketing webinars/seminars representing the tax planning aspect of our business
  • Requires CPA and minimum 5 years of tax planning and preparation experience
  • Experience working with Financial Wealth Companies strongly preferred
    We are an Equal Opportunity Employer

Keywords: Liberty Group, LLC, Oakland , Certified Public Accountant, Accounting, Auditing , Oakland, California

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